Tax Associate

Hamilton Lane; Conshohocken (Montgomery County); On-site; USD 120,000 - 180,000; Full time

Job summary

Hamilton Lane is seeking a Senior Tax Associate to join our funds tax team, supporting partnership tax compliance and coordination with outside providers in a fast-paced environment. You will review returns, ensure K-1 deliveries, and assist with global reporting requirements.

The role requires strong communication, analytical, and organizational skills, with a focus on accuracy and deadlines. Collaboration across departments is essential, and prior experience in private markets tax is

Qualifications

• Bachelor’s degree in accounting, finance or related discipline required.
• 4+ years of fund tax accounting or tax compliance experience with outside service providers.
• Experience reviewing partnership agreements and forms: 1065, 1120, 1120-F, 1042, 8804.

Responsibilities

• Coordinate and oversee third-party tax service providers for funds.
• Review tax return compliance and ensure timely completion and K-1 delivery.
• Support global investor tax reporting (FATCA/CRS) and monitor compliance.
• Manage tax calendars to ensure timely tax return filings.
• Act as tax liaison with outside advisors, consultants, auditors, and fund administrators.
• Coordinate with internal/external teams to document tax positions and guidelines.
• Assist with investor requests and inquiries.
• Prepare and maintain tax explanations for investing entities.

Skills

Multitasking

Communication skills

Analytical skills

Organizational skills

Education

Bachelor's degree in accounting/finance

Tools

Microsoft Office

Job description

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, high‑performing teams built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career.What We DoAs one of the largest private markets investment firms globally, we provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and full-spectrum access. We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025.The Opportunity:The Associate will serve as one of the primary operational contacts for funds. The candidate must have an understanding of partnership tax and compliance. In addition, the position requires assisting the team with assigned duties and organizing special projects. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.Responsibilities:Coordinate and over-see third-party tax service providers utilized by the fundsReview of tax return compliance provided by tax service providers, including manage timely completion of tax returns, K-1 delivery and paymentsSupport 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 jurisdictionManage tax calendars to ensure tax return compliance is timely filedAct as tax liaison with outside tax advisors, consultants, auditors, and fund administratorsCoordinate with internal/external departments to ensure that tax issues, positions, policies and guidelines are documented and implemented correctly and consistently across all fundsAssist with investor requests and inquiriesPrepare and maintain tax explanations for investing entitiesQualifications:Must-haves:Bachelor’s degree in accounting, finance or related discipline.4+ years of related fund tax accounting or tax compliance experience including peer reviewing and interacting with outside service providersExperience with reviewing partnership agreements, carried interest calculations and Forms: 1065, 1120, 1120-F, 1042 and 8804Strong working knowledge of the private investment fund industry and technical experience including closed end fund Limited Partnership Agreements, investment structures, tax allocations and carried interest provisions, federal withholding rules, state and local compliance, and international provisionsDemonstrated ability to multitask in a dynamic, fast-paced environment while effectively managing and prioritizing competing demands.Excellent oral and written communications, analytical and organizational skills are requiredProficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Nice-to-haves:Demonstrated ability to identify and recommend process improvements.Willingness to take initiative, ask thoughtful questions, and contribute ideas to improve team processesEagerness to take ownership of assigned tasks and contribute to team goalsCPA/MST/MACC/MBA.BenefitsAt Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring. To do this, Hamilton Lane offers the following benefits:Enhancing Your Physical and Emotional HealthEmployees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.Developing Your CareerTuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.Supporting Your Family & CommunityFor our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.Safeguarding Your Financial WellbeingHamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.If you need a reasonable accommodation to complete your application, please contact Human Resources at [e-mail] .Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.