Tax Associate

Precision Recruiting Solutions Group® (PRSG®); Upper St. Clair (Allegheny County); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Precision Recruiting Solutions Group® (PRSG®) is seeking a Direct Hire Investment Tax Associate south of Pittsburgh for an investment firm. This hybrid role requires 3 days in office and 2 days WFH, supporting partnership tax compliance and related returns.

You will coordinate with a large public accounting firm, review Form 1065 and state filings, validate allocations and K-2s/K-3s, and assist with investor reporting.

Qualifications

• Bachelor's Degree in Accounting required.
• CPA preferred.
• 5+ years of tax experience with a focus on partnership taxation.
• Background in public accounting or private investment/asset management environment.
• Highly detail-oriented with strong documentation and organizational skills.
• Desire for long-term stability within an investment-focused organization.
• Competitive base salary based on experience.

Responsibilities

• Serve as an internal tax associate within an investment firm, supporting tax compliance across partnership and investment entities.
• Act as an internal liaison between the firm and a large public accounting firm responsible for preparing federal, state, and local tax returns.
• Coordinate the timely delivery of tax data, supporting schedules, and investment documentation to external tax advisors.
• Review completed tax returns—primarily Form 1065 and related state filings— for accuracy, completeness, and consistency with internal records.
• Ensure tax positions align with partnership agreements, investment structures, and applicable tax regulations.
• Perform detailed reviews of partnership allocations, K-1s, K-2s and K-3s and investor-level reporting.
• Validate tax treatment of income, expenses, capital contributions, and distributions.
• Identify discrepancies or inconsistencies and collaborate with external tax providers to resolve issues prior to filing.
• Maintain audit-ready documentation and workpapers to support filings and internal review.
• Support tax compliance for entities holding private investments, including funds, partnerships, and related operating entities.
• Assist in compiling tax information required for investor communications and internal reporting.
• Coordinate preparation of 1099s and related tax reporting requirements.
• Support corporate tax filings, including Form 1120, and related compliance activities.
• Partner closely with accounting, operations, and front-office teams to gather accurate financial and investment data.
• Provide tax-related support and guidance to internal stakeholders.
• Assist with special projects related to new investments, entity formations, restructurings, or ownership changes.
• Manage multiple tax cycles and filing deadlines, including primary partnership deadlines (March 15) and extended filings (August–September).
• Track filing status across multiple entities to ensure all returns are completed accurately and on time.

Skills

Tax compliance

Partnership taxation

Attention to detail

Communication

CPA preferred

Education

Bachelor's Degree in Accounting

Job description

Direct Hire role with our client south of Pittsburgh, PA.

Workplace Type: Hybrid (3 days in office, 2 day WFH

Key Responsibilities

Investment & Partnership Tax Support

• Serve as an internal tax associate within an investment firm, supporting tax compliance across partnership and investment entities
• Act as an internal liaison between the firm and a large public accounting firm responsible for preparing federal, state, and local tax returns
• Coordinate the timely delivery of tax data, supporting schedules, and investment documentation to external tax advisors
• Review completed tax returns—primarily Form 1065 and related state filings— for accuracy, completeness, and consistency with internal records
• Ensure tax positions align with partnership agreements, investment structures, and applicable tax regulations

Tax Review, Oversight & Quality Control

• Perform detailed reviews of partnership allocations, K-1s, K-2s and K-3s and investor-level reporting
• Validate tax treatment of income, expenses, capital contributions, and distributions
• Identify discrepancies or inconsistencies and collaborate with external tax providers to resolve issues prior to filing
• Maintain audit-ready documentation and workpapers to support filings and internal review

Entity & Investor Reporting

• Support tax compliance for entities holding private investments, including funds, partnerships, and related operating entities
• Assist in compiling tax information required for investor communications and internal reporting
• Coordinate preparation of 1099s and related tax reporting requirements
• Support corporate tax filings, including Form 1120, and related compliance activities

Cross-Functional Collaboration

• Partner closely with accounting, operations, and front-office teams to gather accurate financial and investment data
• Provide tax-related support and guidance to internal stakeholders
• Assist with special projects related to new investments, entity formations, restructurings, or ownership changes

Deadline & Cycle Management

• Manage multiple tax cycles and filing deadlines, including:
• Primary partnership deadlines (March 15)
• Extended filings and peak activity periods (August–September)
• Track filing status across multiple entities to ensure all returns are completed accurately and on time

Qualifications

• Bachelor's Degree in Accounting required
• CPA Preferred
• 5+ years of tax experience with a focus on partnership taxation
• Background in public accounting or private investment/asset management environment
• Highly detail-oriented with strong documentation and organizational skills
• Desire for long-term stability within an investment-focused organization
• Competitive Base Salary based on experience