Tax Associate

The Accounting Associate is responsible for assisting with tax matters pertaining primarily to publicly-traded funds, Private Renewable Energy Investments and ad hoc projects.

Financial Reporting and Tax Return Compliance

  • Review semi-annual and annual financial statements and notes
  • Prepare tax footnote and supporting workpapers
  • Prepare quarterly tax provisions and supporting workpapers
  • Assist in preparing materials for board of directors
  • Prepare quarterly estimated income tax calculations
  • Prepare annual income tax extensions
  • Review income and excise tax returns
  • Review annual 1099 reporting
  • Maintain tax basis of investments
  • Coordinate with 3rd party accounting firm on tax return preparation and filings

Fund Compliance

  • Perform RIC asset diversification and gross income testing
  • Calculate estimated annual required distributions
  • Review quarterly compliance reports
  • Prepare monthly and quarterly compliance reporting


  • Monitor tax information on website and communicate updates to Marketing team
  • Pursue continuous education of tax developments
  • Assist in maintaining written operational procedures
  • Research technical questions and provide summary of findings
  • Assist with any special requests or projects

Education and Work-related Experience

  • Bachelor’s degree in accounting, finance, or business
  • CPA, a plus

Knowledge, Skills, and Abilities

  • 2-4 years tax and/or accounting/finance experience
  • Proficient in Microsoft Office
  • Strong attention to detail and accuracy
  • Multi-tasking and prioritization of duties
  • Strong organizational and time management skills
  • Proactive problem solving, strong analytical skills, critical thinking abilities
  • Ability to work independently and in a team environment
  • Ability to work independently in a remote/hybrid environment


About TortoiseEcofin


TortoiseEcofin focuses on essential assets – those assets and services that are indispensable to the economy and society. We strive to positively impact clients and communities by investing in energy infrastructure and the transition to cleaner energy and by providing capital for social impact projects focused on education and seniors’ housing. We are passionate about making an impact without compromising returns.

Our Philosophy

At TortoiseEcofin, we know that our most essential assets are our people. Our top priority is to provide our clients with outstanding investment performance and service. We can only achieve this with a highly motivated and fully engaged team. We foster intellectual curiosity and encourage healthy debate. The only way for these tenets to succeed is within a diverse workforce. One where different ideas, viewpoints, opinions and backgrounds are encouraged in conjunction with a shared vision and core values. Developing individuals and getting them into their genius zones truly differentiates us and sets us apart.

Our Benefits

Our benefit plans reflect our philosophy that our most essential assets are our people. Our goal is to enhance and improve the overall well-being of our employees and their families. We offer a wide array of benefits, including comprehensive health coverage, retirement plan, time to recharge, and strategic flexibility to perform your role. Visit our benefits website for more info:

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