Tax Associate

HL002 Hamilton Lane Advisors, LLC; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare

Wellness resources

Tuition & certification reimbursement

Volunteer time off

Adoption reimbursement

PTO for new parents

Stock purchase plan

Retirement plan

Job summary

Hamilton Lane Advisors, LLC invites you to join as an Associate to serve as a primary operational contact for funds, focusing on partnership tax and compliance in a fast-paced environment.

You will coordinate with tax service providers, review returns, support FATCA/CRS reporting, manage tax calendars, and assist investors. A Bachelor's in accounting/finance and 4+ years of experience are required, with CPA/MST/MACC/MBA preferred.

Qualifications

• 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 providers.
• Experience with reviewing partnership agreements, carried interest calculations and Forms: 1065, 1120, 1120-F, 1042 and 8804.
• Strong knowledge of private investment fund industry, tax allocations and carried interest provisions.
• Ability to multitask in a dynamic, fast-paced environment with competing demands.

Responsibilities

• Coordinate and oversee third-party tax service providers for funds.
• Review tax return compliance, manage timely filing, K-1 delivery and payments.
• Support global investor tax reporting for FATCA and CRS with documentation and remediation.
• Manage tax calendars to ensure timely tax return compliance.
• Act as tax liaison with outside advisors, consultants, auditors, and fund administrators.
• Coordinate with internal/external teams to document tax positions and guidelines across funds.
• Assist with investor requests and prepare tax explanations for investing entities.

Skills

Tax accounting

Financial analysis

Communication skills

Multitasking

Education

Bachelor’s degree in accounting, finance or related discipline

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 Do As 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 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

Qualifications

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 providers.
• Experience with reviewing partnership agreements, carried interest calculations and Forms: 1065, 1120, 1120‑F, 1042 and 8804.
• Strong 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 provisions.
• Demonstrated 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 required.
• Proficiency 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 processes.
• Eagerness to take ownership of assigned tasks and contribute to team goals.
• CPA/MST/MACC/MBA.

Benefits

• Enhancing Your Physical and Emotional Health: Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
• Developing Your Career: Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
• Supporting Your Family & Community: For 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 Wellbeing: Hamilton 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.

We're a firm that takes our responsibility of helping clients reach their investment objectives seriously. But we're also a group that appreciates a healthy dose of wit and sarcasm, as well as a company that recognizes the value of infusing joy into what we do every day. There's a genuine spirit of collaboration and camaraderie here, and an unwavering commitment to doing right by our clients and by one another. We believe we have some of the most committed, intelligent and innovative professionals in the industry. They also happen to be pretty nice people who genuinely enjoy working with one another. So we have that going for us, which is nice.

If you need a reasonable accommodation to complete your application, please contact Human Resources at [e-mail].

As an employer who participates in the federal E‑Verify program, Hamilton Lane will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each employee’s Form I‑9 to confirm work authorization. If the Government cannot confirm that you are authorized to work, the Company is required to provide you written instructions and an opportunity to contact SSA and/or DHS, so that you can resolve any discrepancies directly with the federal agency.