Summer 2027

Tax Summer Analyst Intern

Deadline 10/16/27
StepStone Group

StepStone Group

501-1,000 employees

Global private markets firm managing capital

Compensation Overview

$30/hr

No H1B Sponsorship

La Jolla, San Diego, CA, USA

Hybrid

Bachelor's

Category
Finance & Banking (1)
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

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Requirements
  • Currently pursuing an undergraduate degree in Accounting, Finance, or Taxation.
  • Must be able to work legally in the United States without requiring visa sponsorship now or in the future.
  • Must graduate between December 2027 and summer 2028.
  • Must have a GPA of 3.2 or above.
  • Must have high proficiency in Microsoft Word, PowerPoint, and Excel.
  • Must demonstrate a track record of academic success.
Responsibilities
  • Support the tax team's tax compliance and reporting functions.
  • Review tax deliverables, respond to requests from internal and external stakeholders, and participate in tax-related projects.
  • Compile and distribute tax withholding forms.
  • Assist with the review of Foreign Account Tax Compliance Act and Common Reporting Standard reporting.
  • Review partner data inputs from Investor Services to ensure accurate reporting on Schedule K-1 forms.
  • Create a database of limited partner questions and standard responses for Investor Services.
  • Communicate with the Internal Revenue Service and state jurisdictions to confirm available credits and resolve issues.
  • Coordinate information sharing between Fund Accounting and tax vendors for the preparation of tax estimates.
  • Perform ad hoc projects reflecting the broader needs of the firm.
Desired Qualifications
  • Strong organizational skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Team-oriented approach and strong work ethic.

StepStone is a global private markets firm that manages and allocates capital across private equity, infrastructure, real assets, real estate, and private debt. It oversees about US$91 billion of private capital allocations, including roughly US$24 billion in assets under management, and builds customized investment portfolios for sophisticated investors using a research-driven process that combines primary fund commitments, secondary purchases, and co-investments. The firm operates worldwide with offices in cities such as Beijing, Hong Kong, London, New York, and Tokyo, among others. StepStone differentiates itself by its integrated approach to private markets (primaries, secondaries, and co-investments), its disciplined, research-based investment process, and its ability to tailor portfolios for large institutional clients. The goal is to provide tailored, diversified private markets exposure and capital allocation solutions that meet the needs of demanding investors.

Company Size

501-1,000

Company Stage

IPO

Headquarters

New York City, New York

Founded

2007

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Simplify Jobs

Simplify's Take

What believers are saying

  • August 6, 2026 private wealth subscriptions hit $2.8 billion quarterly.
  • Private wealth assets topped $21 billion, doubling year over year by August 2026.
  • StepStone raised its quarterly dividend 18% and repurchased $21 million in August 2026.

What critics are saying

  • August 6, 2026 GAAP loss reached $170.4 million, reflecting buy-in accounting.
  • The July 2027 private-wealth call period creates a valuation and financing overhang.
  • A prolonged fundraising freeze would starve StepStone's fee base and crush valuation.

What makes StepStone Group unique

  • StepStone's August 6, 2026 results showed $20 billion LTM SMA fundraising.
  • Its June 17, 2026 PitchBook partnership sells anonymized deal-level benchmarking inside workflows.
  • The firm spans private equity, real estate, private debt, infrastructure, and wealth.

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Benefits

Health Insurance

401(k) Retirement Plan

Mental Health Support

Paid Vacation

Wellness Program

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