Private Equity Associate jobs in San Francisco, CA

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Tax Associate - Private Equity and Hedge Fund
  • LRI Invest
  • Burlingame, CA FULL_TIME
  • Description

    The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from information delivery and regulatory products to fund platforms and tax services. The globally distributed service model has rapidly expanded through a combination of organic growth and more recently bolstered by acquisition. Service is now delivered by over 10,000 staff across 50 offices. The Apex Group administers circa $2.3 trillion in assets, including the investments of some of the largest funds and institutional investors in the world

    Tax Associate Private Equity & Hedge

    The Role & Key Responsibilities:

    • Tax Associates focus on tax compliance of private equity, Hedge Funds, venture capital and real estate funds, and serve as members of various client service teams.
    • Must possess technical knowledge of tax preparation and compliance related to pass-through entities.
    • In addition to the preparation of tax returns, Tax Associates may assist Seniors/Managers in identifying client issues and research as they become more experienced.
    • Tax Associates must possess and maintain strong written and oral presentation skills.

    Skills Required:

    • 1.5-3 years of basic GAAP accounting principles and partnership taxation experience
    • Knowledge of Federal taxation concepts and exposure to foreign informational reporting requirements and state tax returns is a plus
    • Experience with BNA, CCH, Checkpoint or other tax research tools a plus, not required
    • Experience with tax software (CCH/ProSystem,FastTax/OneSource/GoSystems)
    • Strong computer skills with strengths in Microsoft Excel & other Microsoft Office products
    • Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or L.L.M. is a plus, but not required
    • Strong analyticalskills and strong attention to detail
    • Initiative to seek out opportunities in a fast-paced environment
    • Excellent communication skills, both written and verbal
    • Strong interpersonal skills, with an ability to interact with and gain the respect of all levels of internal and client personnel
    • CPA, Enrolled Agent or other appropriate certification a plus, but not required

    What you will get in return:

    • A high level of visibility within a large organization on an upwards trajectory
    • The ability to define marketing processes to drive innovation and have a tangible impact on the business
    • Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
    • Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.
    • Opportunity to work with a diverse, agile and global marketing team.
    • The opportunity to innovate, bring discipline to brand activity and really make a difference.

    Additional information:

    We are anequal opportunityemployer andensure that no applicant is subject to less favourable treatment on the grounds of gender,gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

    We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

    For more information on our commitment to Corporate Social Responsibility(CSR)please visithttps://theapexgroup.com/csr-policy/

    #LI-JS1

  • 27 Days Ago

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Senior Associate - Private Equity and Hedge Fund Accounting (Hybrid)
  • IQ-EQ
  • San Francisco, CA FULL_TIME
  • Company DescriptionIQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fun...
  • Just Posted

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Associate, Private Equity, Technology Investments Group (Summer 2025 Start)
  • GIC Investment
  • San Francisco, CA FULL_TIME
  • Location: San Francisco, US Job Function: Private Equity Job Type: Permanent Req ID: 15696 GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations aroun...
  • 2 Months Ago

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Private Equity Attorney
  • Direct Counsel, LLC
  • San Francisco, CA FULL_TIME
  • Direct Counsel is working with a leading global law firm who is seeking a talented and experienced attorney to join their dynamic Private Equity and M&A team. This is an excellent opportunity for a ca...
  • 24 Days Ago

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Accounting Manager - Private Equity
  • Robert Half
  • San Francisco, CA PER_DIEM
  • If you are interested please view my Linkedin under Charlie O'Brien and send me your resume. Our client is a prominent Asia focused fund of funds that helps institutional investors navigate private eq...
  • 4 Days Ago

6
Private Equity - Administrative Assistant
  • 65005 Blackstone Management Partnerships LLC
  • San Francisco, CA FULL_TIME
  • Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which ...
  • 7 Days Ago

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0 Private Equity Associate jobs found in San Francisco, CA area

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Vice President, Investments - Investment Manager - SF
  • Hunter SF
  • San Francisco, CA
  • Our Client is a specialty finance investment manager, providing capital and support to breakthrough fintech and proptech...
  • 5/2/2024 12:00:00 AM

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Associate Portfolio Manager – Private Equity - San Francisco Employees' Retirement System (0923) (144152)
  • City and County of San Francisco
  • San Francisco, CA
  • Who We Are The San Francisco Employees Retirement System (SFERS) is dedicated to securing, protecting, and prudently inv...
  • 5/2/2024 12:00:00 AM

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Investor Relations Analyst
  • Evolve Talent Partners
  • San Francisco, CA
  • Analyst, Investor Services San Francisco, CA Investment management firm focused on primary commitments to venture funds,...
  • 5/1/2024 12:00:00 AM

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Venture Capital Investor Accelerator
  • Venture University
  • San Francisco, CA
  • The Venture Capital & Private Equity Investor Accelerator Program offers individuals the opportunity to gain high qualit...
  • 5/1/2024 12:00:00 AM

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Investment Associate, Real Estate
  • Grounded Capital
  • San Francisco, CA
  • The Associate is a key member of the Investment Team for Grounded Capital supporting execution of our investment strateg...
  • 4/30/2024 12:00:00 AM

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Investment Associate
  • Chicago Pacific Founders
  • San Francisco, CA
  • FIRM OVERVIEW Based in Chicago and San Francisco, Chicago Pacific Founders ("CPF") is a leading strategic private equity...
  • 4/30/2024 12:00:00 AM

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Investment Analyst
  • Evolve Talent Partners
  • San Francisco, CA
  • Investment Analyst Investment Bank San Francisco, CA Summary: A leading boutique investment banking firm serving growing...
  • 4/28/2024 12:00:00 AM

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Investor Relations Associate
  • Selby Jennings
  • San Francisco, CA
  • Investor Relations Associate Overview: An Infrastructure focused Private Equity firm is looking to add an Investor Relat...
  • 4/28/2024 12:00:00 AM

San Francisco is located on the West Coast of the United States at the north end of the San Francisco Peninsula and includes significant stretches of the Pacific Ocean and San Francisco Bay within its boundaries. Several picturesque islands—Alcatraz, Treasure Island and the adjacent Yerba Buena Island, and small portions of Alameda Island, Red Rock Island, and Angel Island—are part of the city. Also included are the uninhabited Farallon Islands, 27 miles (43 km) offshore in the Pacific Ocean. The mainland within the city limits roughly forms a "seven-by-seven-mile square", a common local collo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Equity Associate jobs
$112,347 to $156,365
San Francisco, California area prices
were up 4.5% from a year ago

Private Equity Associate
Demonstrates an exceptional standard of quality involving accuracy, attention to detail, organization and self-review skills, thoughtful analysis and problem-solving, effective collaborating skills and accountability for excellent results.
November 20, 2022
Manage and support general department activities, including investment materials both for internal and external constituents.
February 28, 2023
Develops and maintains professional relationships and contacts within the investments industry in order to conduct searches and gain knowledge of appropriate investment opportunities.
March 15, 2023
Reviewing and preparing issuance of capital call notices, distribution notices, and management fee memorandums to the Limited Partners including models/calculations.
March 26, 2023
Prepare for and participate in firm-wide meetings where colleagues globally come together to discuss the global private equity and venture capital markets.
April 16, 2023
Assist in preparing comprehensive asset plans, including generating financial models to recommend asset re-positioning or disposition strategies to optimize portfolio returns.
May 18, 2023