Senior Associate, Tax Manager

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.

What we do:

As a recognized leader in providing Private Markets Investment and Technology Solutions to clients across the globe, we manage approximately $134.9 billion in discretionary assets and have oversight of an additional $821.2 billion in non-discretionary assets as of December 31, 2024.

The Opportunity:

As a Senior Associate, you will serve as one of the primary operational contacts for funds. You will apply your understanding of partnership tax and compliance. In this role you will also hold a level of supervisory responsibility, assisting the team with assigned duties and organizing special projects. You must have the ability to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.

Your responsibilities will be to:

• Manage relationships with third-party tax service providers to ensure smooth and efficient collaboration.
• Review and finalize tax return compliance prepared by external providers, ensuring timely submission of tax filings and delivery of K-1s.
• Supervise the overall tax compliance process, maintaining accuracy and meeting deadlines.
• Serve as the primary point of contact for external 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
• Develop and maintain comprehensive tax documentation, including policies, procedures, and compliance reports.
• Stay current on changes in tax laws and regulations, evaluating their impact on fund operations and strategies.
• Assist with investor requests and inquiries
• Provide guidance to junior team members, delegating tasks effectively and ensuring quality output.

Your background will include:

• Bachelor's degree in accounting or finance or equivalent required
• 8+ years of related fund tax accounting experience including managing staff 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
• Motivated, team-oriented self-starter who desires a broad range of tax issues and can work effectively and efficiently in an environment with all levels of personnel, adept at working in a fast-paced, deadline-oriented environment
• Demonstrated ability to multitask in a dynamic, fast-paced environment while effectively managing and prioritizing competing demands.
• A willingness to be hands-on as well as a desire to manage special projects
• Excellent oral and written communications, analytical and organizational skills are required

Benefits

At Hamilton Lane, our benefits philosophy is simple. To provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

To do this, Hamilton Lane offers the following 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 program 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 candidate that join our team.
• For growing families, 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

• Contributes to retirement programs and offers an employee stock purchasing plan.
• Competitive compensation package with eligibility for an annual discretionary bonus.

We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.

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.

If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.

Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.