Finance (Accounting) Associate - Tax
Vaco
Finance (Accounting) Associate - Tax POST NUMBER: 429652
Finance (Accounting) Associate – Tax
Our client, a technology-focused investment firm specializing in emerging industries, is seeking a Finance Associate. This position offers exposure to cutting-edge technologies and the opportunity to work closely with experienced leadership on tax compliance, fund reporting, audits, and operational processes. The role also involves supporting strategic finance-related initiatives and contributing to the development of AI technologies to optimize operations. This is a hybrid position, requiring candidates to be based in San Francisco with 1-2 in-office days per week.
Responsibilities
- Review all tax documents prepared by tax advisors, including tax returns, K-1s, and foreign filings.
- Review the calculation for estimated taxes and facilitate payments.
- Conduct tax code research and collaborate with tax advisors on strategic tax planning for the Funds, GPs and Management Company.
- Respond to tax-related requests and inquiries from investors.
- Lead ad-hoc tax research projects to inform key decision-making.
- Perform detailed review of the financial reports prepared by fund administrator; produce quarterly NAV reports.
- Support the preparation and review of annual financial statements, working directly with auditors.
- Monitor and track fund performance and investments, including regular valuation updates.
- Participate in fund and firm operations, including accounts payable management, capital calls, and distributions.
- Address finance related inquiries from investors.
- Assist in ad-hoc analysis and strategic projects.
- Bachelor's degree in accounting, tax or related field.
- 3 years of asset management tax experience, with at least 2 years in VC/PE.
- CPA is highly preferred and passing FAR & REG is required.
- Tax research and tax planning experience required.
- Flexible, collaborative, and proactive with a self-starter mindset; able to thrive in a fast-paced environment with minimal supervision.
- Strong analytical skills, excellent judgment, and creative problem-solving skills.
- Excellent skills in Excel and Google Sheets.
- Strong verbal and written communication skills.
- Tax advisory experience preferred.
- Passion for crypto, tech and/or AI is a big plus.
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Vaco believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure: $110K - $170K per year.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco LLC and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco’s HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
