Senior Tax Associate, Private Equity Funds — Tax Reporting

Brown Advisory Incorporated; Baltimore (MD); Presencial; USD 82.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Dental

Vision

401(k) match

Descripción de la vacante

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

Formación

• 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).

Responsabilidades

• 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.

Conocimientos

Excel skills

Communication skills

Analytical skills

Attention to detail

Time management

Educación

Bachelor's degree in accounting

MAcc or MST a plus

CPA certification progress

Descripción del empleo

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