Description

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

A forward-thinking and rapidly growing investment firm, is seeking a skilled tax professional to join their team. This is your chance to dive into an exciting role where you’ll blend your expertise in tax compliance with opportunities to expand into fund accounting and broader financial operations. The firm fosters a collaborative, startup-like environment that thrives on innovation and teamwork, offering a supportive and engaging workplace culture.

This role offers a rare opportunity to work closely with the leadership team, gain exposure to a diverse portfolio of cutting-edge companies, and contribute to shaping the future of financial technology. You’ll enjoy a comprehensive benefits package, including full healthcare coverage, 401(k) matching, generous leave policies, and commuter benefits. HYBRID role. Open to public accounting.

Key Responsibilities:

Oversee the entire tax compliance lifecycle for funds, general partners, and the management company.

Review and ensure accuracy of tax documents, including returns, K-1s, and foreign filings.

Conduct in-depth tax research and collaborate on strategic tax planning initiatives.

Serve as the primary point of contact for tax advisors and validate tax positions independently.

Address tax-related inquiries from investors and lead ad-hoc research projects.

Review financial reports in detail and produce quarterly NAV reports.

Support the preparation and review of annual financial statements.

Monitor fund performance and manage investment tracking.

Engage in fund and firm operations, including accounts payable, capital calls, and distributions.

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Requirements

7+ years of tax experience in investment management (Venture Capital).

CPA or in process

Advanced Excel skills (e.g., vlookup, pivot tables).

Familiarity with R D tax credits, international tax regulations, and corporate tax.

Strong understanding of venture capital and hedge fund tax considerations.

Excellent judgment, problem-solving abilities, and adaptability.

Proven ability to work independently and collaboratively with external tax vendors.

Exceptional communication and investor relations skills.

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use .