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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax compliance and reporting for partnerships and corporate entities, with strong analytical skills in reviewing tax returns and supporting documentation. Proficient in collaborating with cross-functional teams to enhance tax processes and ensure compliance with regulatory changes.
Highest-signal resume keywords
Tax CompliancePartnership TaxationFederal And State Income TaxMicrosoft ExcelTax Process Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax Return ReviewSchedule K-1 PreparationForm 1065Form 1120Tax DocumentationRegulatory ResearchTax Compliance Calendar ManagementAd-Hoc Tax ProjectsMulti-Entity StructuresOnshore And Offshore Fund Structures
Soft Skills
CollaborationAnalytical ThinkingAttention To DetailCommunication
Industry Keywords
Big 4 Accounting FirmTax NoticesInvestor RequestsTax FilingsTax Advisors
About the role
Key responsibilities & impact- Report directly to Voleon’s Tax Manager
- Support the tax function for Voleon’s flagship funds across complex, multi-entity structures
- Perform first-level review of tax returns, Schedule K-1s, workpapers, and supporting schedules prepared by external advisors
- Summarize and flag items for Tax Manager review
- Maintain the tax compliance calendar, trackers, and supporting documentation across all entities
- Flag deadlines for annual filings, registrations, and tax notices
- Coordinate collection, tracking, and review of tax documents and related investor requests
- Prepare ad-hoc special projects and tax-related requests from investors
- Support tax process improvement through automation, documentation, and internal knowledge
- Research tax issues and regulatory changes relevant to existing and future funds
- Support the Fund Accounting team during the off-peak tax season
- Collaborate with Finance, Legal, Accounting, and Operations colleagues
Requirements
What you’ll need- 1–3 years of tax experience, preferably at a Big 4 or national accounting firm
- Strong working knowledge of federal and state income tax compliance for partnerships (Form 1065) preferred
- Corporate tax experience (Forms 1120) is a plus
- Strong understanding of partnership taxation and related reporting
- Experience with both onshore (U.S.) and offshore (Cayman) fund structures is a plus
- Strong abilities in Microsoft Excel
- Bachelor’s degree in Accounting, Tax, Finance, Economics, or a related field
- Authorization to work in the United States
Benefits
Comp & perks- Highly competitive compensation and benefits packages
- Technology talks by experts
- Beautiful modern office
- Daily catered lunches
- Medical, dental, and vision coverage
- Life and AD&D insurance
- 20 days of paid time off
- 9 sick days
- 401(k) plan with a company match
- Bonus compensation