Senior Tax Associate

Atlas Search; Mundelein (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Atlas Search is seeking a Tax Associate for a research-intensive investment firm supporting endowments, foundations, family offices and pensions. You will work closely with the CFO, operations, and fund accounting on tax compliance for investment funds and related vehicles.

The role covers hedge fund and private equity structures with exposure to tax planning and transaction efficiency. 4–7 years of tax experience and Big 4 background are preferred; PwC experience is a plus.

Qualifications

• 4–7 years of tax experience, ideally Big 4 manager-level or strong combo background.
• PwC experience is a plus.
• Solid grounding in wash sales, straddles, and hedge fund taxation.
• Fund allocation experience is a plus.

Responsibilities

• Review federal, state, and international tax compliance for investment funds, management entities, and related vehicles.
• Review partnership tax returns, K-1s, tax workpapers, investor reporting, and supporting schedules.
• Analyze tax treatment of complex investments — private equity, hedge fund strategies, derivatives, structured products, credit, and pass-through entities.
• Evaluate new investments from a tax perspective, including entity and transaction structuring.
• Partner with external tax advisors and internal investment, legal, accounting, and operations teams on compliance and transaction matters.
• Support tax due diligence on acquisitions, dispositions, restructurings, and other significant transactions.
• Monitor tax developments and assess their impact on the firm's investment activities and fund structures.
• Assist with investor tax reporting and respond to tax questions from internal stakeholders and investors.
• Review tax provisions in deal documentation and flag issues for escalation.

Skills

Tax compliance

Partnership tax

K-1 review

Investor reporting

Tax planning

International tax

Hedge fund taxation

Job description

Job Description

A research-intensive investment firm deploying capital across public and private markets on behalf of endowments, foundations, family offices and pensions, is hiring a Tax Associate to join a lean team. This is a broad-exposure seat spanning both hedge fund and private equity structures, working closely with the CFO, operations, and fund accounting teams in a compliance-heavy role that also touches tax planning and trade efficiency.

What you'll do:

• Review and coordinate federal, state, and international tax compliance for investment funds, management entities, and related vehicles
• Review partnership tax returns, K-1s, tax workpapers, investor reporting, and supporting schedules
• Analyze tax treatment of complex investments — private equity, hedge fund strategies, derivatives, structured products, credit, and pass-through entities
• Evaluate new investments from a tax perspective, including entity and transaction structuring
• Partner with external tax advisors and internal investment, legal, accounting, and operations teams on compliance and transaction matters
• Support tax due diligence on acquisitions, dispositions, restructurings, and other significant transactions
• Monitor tax developments and assess their impact on the firm's investment activities and fund structures
• Assist with investor tax reporting and respond to tax questions from internal stakeholders and investors
• Review tax provisions in deal documentation and flag issues for escalation

What we're looking for:

• 4–7 years of tax experience, ideally Big 4 tax manager-level or a strong combo background; PwC experience is a plus
• Solid grounding in a combination of wash sales, straddles, and hedge fund taxation; fund allocation experience is a plus