Private Markets Tax Associate: Funds & Compliance

Hamilton Lane; Conshohocken (Montgomery County); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Healthcare coverage

Wellness program

Education reimbursement

Volunteer time off

Adoption reimbursement

Stock purchase plan

Job summary

Hamilton Lane is seeking an Associate to serve as a primary operational contact for funds, focusing on partnership tax and compliance. The role requires assisting the team with duties and organizing special projects in a fast-paced environment.

You will coordinate with external tax service providers, review tax return compliance, and support global investor tax reporting for FATCA/CRS, ensuring accurate documentation and timely filings across jurisdictions.

Qualifications

• Bachelor’s degree in accounting, finance or related discipline.

Responsibilities

• Coordinate and oversee third-party tax service providers utilized by the funds.
• Review of tax return compliance provided by tax service providers, including manage timely completion of tax returns, K‑1 delivery and payments.
• Support compliance with global investor tax reporting for FATCA and CRS, ensuring accurate documentation, ongoing monitoring, and proactive remediation of compliance requirements as well as review filings in each jurisdiction.
• Manage tax calendars to ensure tax return compliance is timely filed.
• Act as tax liaison with outside tax advisors, consultants, auditors, and fund administrators.
• Coordinate with internal/external departments to ensure that tax issues, positions, policies and guidelines are documented and implemented correctly and consistently across all funds.
• Assist with investor requests and inquiries
• Prepare and maintain tax explanations for investing entities

Job description

Hamilton Lane is seeking an Associate to serve as a primary operational contact for funds, focusing on partnership tax and compliance. The role requires assisting the team with duties and organizing special projects in a fast-paced environment.

You will coordinate with external tax service providers, review tax return compliance, and support global investor tax reporting for FATCA/CRS, ensuring accurate documentation and timely filings across jurisdictions.