AM: Tax Associate

Stone Ridge is a $39B diversified financial services firm that creates innovative capital markets solutions through a group of industry-leading operating companies. Founded in 2012 and based in New York, we build businesses and investment strategies in markets where deep expertise, proprietary data, and disciplined execution can create lasting advantages. 

We build products we want for ourselves and invest in all our strategies alongside our partners. Everything we do—from how we approach problems to how we work with one another—is grounded in our core values: Focus. Be Humble. Be Kind. 

Why Stone Ridge? 

Stone Ridge is intentionally flat, meritocratic, and demanding. Ideas matter more than titles, and people are trusted with meaningful responsibility. The bargain is simple: you get to work here, and in return, you commit to keep learning, keep improving, and striving to be the best in the industry at what you do. 

Stone Ridge Asset Management develops differentiated alternative investment strategies designed to provide valuable sources of return and diversification beyond traditional stocks and bonds. 

Stone Ridge is seeking a Tax Associate to help manage tax compliance and reporting across the firm's funds and management company entities. The person will be primarily responsible for supporting the preparation and review of partnership and corporate tax returns, meeting multi-state filing and withholding obligations, and maintaining the data and documentation behind the firm's international tax filings. The role sits within the tax team and works closely with fund accounting, operations, and external advisors including EY and Deloitte. 

This is a distinctive opportunity to see the full tax picture of a diversified investment firm, spanning reinsurance, alternative lending, energy, single-family rentals, and digital assets.  This is an opportunity to learn and assist in answering technical questions regarding partnership allocations, state conformity, and international reporting. The role is well suited to someone who is detail-oriented, enjoys technical research, and focused on efficient and reliable compliance reporting. 

What You’ll Do 

• Support the review of partnership and corporate tax returns, including Forms 1065 and 1120 and the related K-1s and K-3s, across fund and management company entities 

• Assist with multi-state filing obligations and state conformity analysis, including estimated nonresident and composite withholding payments 

• Track, review, and organize the data supporting international tax filings, including PFIC/QEF and CFC reporting 

• Coordinate with external accounting firms and administrators on return preparation and technical questions 

• Maintain documentation supporting the firm's tax positions and compliance workpapers 

• Research technical tax questions and contribute to special projects, including tax technology and automation initiatives 

What You Bring 

Required 

• Bachelor's degree in accounting, finance, or a related field 

• CPA or CPA candidate 

• Three or more years of relevant tax experience, ideally at a Big 4 accounting firm serving investment or asset management clients 

• Working knowledge of partnership and corporate tax compliance, including Forms 1065 and 1120 and the related K-1s and K-3s 

• Exposure to PFIC and CFC concepts or international filings such as Forms 8621 and 5471 

• Strong Excel skills and comfort using AI tools in day-to-day work 

• Organization and attention to detail 

• Ability to manage multiple competing deadlines 

Preferred 

• Experience with the taxation of digital assets 

• Tax provision experience or knowledge of individual taxation 

• Familiarity with foreign withholding and compliance matters, including ECI and FDAP withholding as well as FATCA and CRS compliance 

What Success Looks Like 

• Owns the compliance calendar for an assigned set of entities, delivering data and workpapers to advisors on schedule without prompting 

• Reviews advisor-prepared returns and workpapers independently, surfacing the questions that matter before filings are finalized 

• Becomes the reliable internal reference for state filing and withholding requirements across the fund complex 

• Leaves the tax function's documentation more organized and easier to reuse each filing season than the year before