Senior Tax Associate, Private Equity Funds

LE007 Brown Advisory LLC; Baltimore (MD); On-site; USD 82,000 - 110,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) match

Job summary

Brown Advisory seeks a detail-oriented Senior Tax Associate, Private Equity Funds in Baltimore to support the private equity fund complex and investor tax reporting. You will work with Fund Operations and external preparers to deliver accurate partnership returns, K‑1 and K‑3 schedules, and related investor information.

The role emphasizes compliance, accuracy, and timely delivery across multiple funds; a CPA path or progress is advantageous, with an expectation to commute to the Baltimore

Qualifications

• 3-5 years of experience in fund administration, public accounting, or an in‑house investment management tax function.
• Bachelor's degree in accounting or related field; MAcc or MST a plus. CPA license or progress toward CPA certification a plus.
• Experience with partnership tax compliance and Schedules K‑1; private equity fund tax experience strongly preferred.
• Familiarity with partner capital accounts, tax allocations, Schedules K‑3, and state partnership reporting a plus.
• Strong Excel skills and ability to review and reconcile large volumes of fund and investor information.
• Excellent communication, organizational, and analytical skills; strong attention to detail and ability to manage competing deadlines.
• Ability to commute regularly to the Baltimore office.
• Applicants must be authorized to work in the United States without the need for current or future employer‑supported work authorization (e.g., H‑1B, O‑1, F‑1 (OPT), TN, or any other non‑immigrant visa classifications that require employer support or sponsorship).

Responsibilities

• Coordinate federal and state partnership tax compliance for assigned private equity funds and fund families, including Forms 1065 and related filings.
• Support the annual Schedule K‑1 and K‑3 production process, from collecting underlying data through review, finalization, and timely delivery to investors.
• Work with Fund Operations and outside preparers to reconcile tax reporting to fund financial statements, NAV packages, partner capital accounts, and underlying investment K‑1s.
• Review investor contributions, distributions, transfers, ownership changes, and income allocations for accurate partner‑level reporting.
• Maintain fund and investor tax data, workpapers, compliance calendars, K‑1 trackers, and outstanding information requests across multiple reporting deadlines.
• Coordinate responses to investor tax questions, K‑1 corrections, and requests from internal teams and external tax advisors.
• Research partnership tax issues and help strengthen reporting processes, data quality, controls, and opportunities for automation.

Skills

Excel skills

Communication skills

Analytical skills

Attention to detail

Time management

Education

Bachelor's degree in accounting

MAcc or MST a plus

CPA certification progress

Job description

Company Overview Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client‑first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first‑class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Position Summary:

Brown Advisory is seeking a detail-oriented Senior Tax Associate, Private Equity Funds in our Baltimore office to support the private equity fund complex. This role focuses on partnership tax compliance and investor tax reporting across multiple private equity funds and fund families. The successful candidate will work closely with Fund Operations and external tax preparers to deliver accurate, timely partnership returns, Schedules K‑1 and K‑3, and related investor tax information. This is an operational role delivering tax reporting to investors and filing tax returns.

Duties of this position include, but are not limited to:

• Coordinate federal and state partnership tax compliance for assigned private equity funds and fund families, including Forms 1065 and related filings.
• Support the annual Schedule K‑1 and K‑3 production process, from collecting underlying data through review, finalization, and timely delivery to investors.
• Work with Fund Operations and outside preparers to reconcile tax reporting to fund financial statements, NAV packages, partner capital accounts, and underlying investment K‑1s.
• Review investor contributions, distributions, transfers, ownership changes, and income allocations for accurate partner‑level reporting.
• Maintain fund and investor tax data, workpapers, compliance calendars, K‑1 trackers, and outstanding information requests across multiple reporting deadlines.
• Coordinate responses to investor tax questions, K‑1 corrections, and requests from internal teams and external tax advisors.
• Research partnership tax issues and help strengthen reporting processes, data quality, controls, and opportunities for automation.

Job Requirements:

• 3-5 years of experience in fund administration, public accounting, or an in‑house investment management tax function.
• Bachelor's degree in accounting or a related field; MAcc or MST a plus. CPA license or progress toward CPA certification a plus.
• Experience with partnership tax compliance and Schedules K‑1; private equity fund tax experience strongly preferred.
• Familiarity with partner capital accounts, tax allocations, Schedules K‑3, and state partnership reporting a plus.
• Strong Excel skills and ability to review and reconcile large volumes of fund and investor information.
• Excellent communication, organizational, and analytical skills; strong attention to detail and ability to manage competing deadlines.
• Ability to commute regularly to the Baltimore office.
• Applicants must be authorized to work in the United States without the need for current or future employer‑supported work authorization (e.g., H‑1B, O‑1, F‑1 (OPT), TN, or any other non‑immigrant visa classifications that require employer support or sponsorship).

MD Salary:

The anticipated base salary range for this position is $82,000–$110,000 annually. Actual compensation will be determined based on experience, qualifications, skills, location, and other job‑related factors. This position is also eligible for a discretionary performance bonus plus additional discretionary long‑term incentive compensation.

Benefits At Brown Advisory we offer a competitive compensation package, including full benefits.

• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick‑up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first‑class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.