Funds US Tax Accounting Intern

About This Role

Join a dynamic and collaborative team to gain hands-on experience in tax preparation, review, and compliance, contributing to integrated solutions for the alternative investment industry.

Responsibilities

• Collect financial and other information from clients or internal administration teams
• Prepare tax workpapers including allocations and all tax-related information for the tax year
• Prepare federal and state tax returns using tax preparation software and file with required taxing authorities
• Gather and analyze financial information from underlying portfolio companies for US filings (PFIC, CFCs, 926 forms, etc.)
• Prepare and manage 1099, 1042, and FATCA/CRS reporting
• Prepare tax basis calculations for partnership interests and PFICs
• Develop relationships with client management and effectively communicate engagement status
• Identify and review US withholding tax requirements relating to income allocations to foreign and tax-exempt recipients
• Respond to tax authority requests and resolve tax notices
• Research domestic and foreign tax reporting issues

Requirements

• Pursuing a Bachelor’s degree in Accounting
• Strong interest in Tax Accounting as a career
• Current Junior with an expected graduation date between August 2026 – May 2027
• Proficiency with Microsoft Suite, including Excel
• Highly organized and proactive, with follow-through on commitments
• Personal and professional integrity
• Strong work ethic, responsiveness and passion for customer service and quality
• Excellent team player and good interpersonal skills
• Able to handle multiple tasks and prioritize accordingly
• Strong oral and written communication skills
• Ability to follow instructions and receive feedback
• Detail oriented with strong analytical and problem-solving skills

Qualifications

• Bachelor’s degree in Accounting

Nice to Have

• Completed a Tax course
• Tax experience

Skills

* Required skills

Benefits