Associate - Tax

Norm Ai
New York, NY
On-site

Who this role is best for

Tax professionals with AI fluency and private fund experience will find this hybrid, in-office law firm model compelling.

Best fit for

  • Tax attorneys with 3–6 years of private fund experience and a hands-on AI approach
    — “3–6 years of tax experience at a top law firm, with meaningful exposure to private investment funds”
  • Candidates who are comfortable with ambiguity and building new firm models
    — “High comfort with ambiguity, a necessary attribute when helping build a truly new law firm model”
  • Individuals who can combine traditional tax judgment with AI workflow innovation
    — “not expecting AI to replace a lawyer’s judgment”

Things to consider

  • Requires a significant in-office presence, with 4-5 days per week expected
    — “In-office expectation: 4-5 days per week”
  • Candidates must demonstrate practical AI usage, not just theoretical knowledge
    — “Candidates should be prepared to demonstrate and discuss their AI usage throughout the interview process”

How to stand out

  • Highlight AI tools and workflows you've used in fund-related tax tasks
    — “Leverage AI agents to do an initial pass of reviewing fund formation documents”
  • Showcase experience with Subchapters K and C in private fund contexts
    — “Strong technical foundation in Subchapters K and C; familiarity with UBTI, ECI, and fund structuring”
  • Emphasize your ability to handle both routine and complex tax research tasks
    — “agility in performing simple tasks to doing the hard core research on tough tax issues”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Support a 360-degree funds tax practice representing marquee managers across private equity, venture, credit, hedge, and other private investment fund matters
  • Leverage AI agents to do an initial pass of reviewing fund formation documents such as LPAs, subscription agreements and side letters
Typical background
Juris Doctor (JD); active bar admission in New York3–6 years of tax experience at a top law firm

Skills & requirements

Required

Tax ExperiencePrivate Investment FundsSubchapters K And CFund StructuringEntity StructuringFund FormationManager AdvisoryPortfolio TransactionsAI Fluency

Preferred

Subchapter S And Real Estate Tax Planning

Stack & domain

Document Drafting And ReviewDue DiligenceFund Structuring And ExecutionCollaboration With Tech TeamsTax StructuringResearchAdvisoryAi-assisted WorkflowsLegal EngineeringCommunicationProblem-solvingTeamworkAdaptabilityLeadershipCreativityJuris Doctor (JD)Active Bar Admission In New YorkTax LawPrivate Investment FundsLegal Intelligence Platform

About the role

Original posting from Norm Ai via Ashby

About Norm Ai

Norm Ai, the agentic law company, has a client base with a combined $30 trillion in assets under management.

Norm Ai pioneered Legal Engineering, the process that empowers lawyers to build and supervise domain-specific AI agents with Norm’s proprietary suite of no-code software tools. Norm Ai technology is deployed inside many of the largest and most consequential institutions in the world.

Norm Ai is also the technology behind Norm Law, LLP, a separate but affiliated AI-native law firm built for the era of agentic AI. Norm Law’s attorneys advise leading institutions across private funds, private equity, venture capital, real estate, registered funds, and financial regulation, using the same legal intelligence platform that powers Norm Ai’s products.

AI Fluency:

Norm Ai prefers all team members to be fluent in AI. Successful candidates actively use AI in their day-to-day work to support thinking, creation, and problem-solving. They use it to improve the quality and speed of their work and to continuously refine how work gets done end-to-end.

Candidates should be prepared to demonstrate and discuss their AI usage throughout the interview process, including concrete examples of tools, workflows, and outcomes. We look for practical, hands-on experience, not theoretical familiarity.

THIS ROLE

As a Tax Associate at Norm Law, you will support a 360-degree funds tax practice representing marquee managers across private equity, venture, credit, hedge, and other private investment fund matters. You'll work on entity structuring, fund formation, manager advisory, and portfolio transactions. You will interact, train and be assisted by AI agents who will help you be more efficient, specifically through pattern recognition across voluminous documents. You will continue to enjoy the usual aspects of tax law practice in terms of technical accuracy, research and exercising and developing judgment on tax issues.

WHAT YOU'LL DO

  • Document Drafting & Review: Leverage AI agents to do an initial pass of reviewing fund formation documents such as LPAs, subscription agreements and side letters.
  • Due Diligence: Use AI tools to conduct rapid document reviews, identify key terms and tax provisions.
  • Fund Structuring & Execution: Integrate AI agents into workflow management across the full fund lifecycle to the extent feasible.
  • Collaboration with Tech: Work closely with the technology teams to continue to make the fund tax practice even more efficient using AI.
  • Traditional Tax Structuring, Research and Advisory: You will continue to do the tax structuring, relevant research and advisory that you would do in a law firm, with the level of technical accuracy and excellence expected at any BigLaw firm.

WHAT WE'RE LOOKING FOR

CORE QUALIFICATIONS

  • Juris Doctor (JD); active bar admission in New York.
  • 3–6 years of tax experience at a top law firm, with meaningful exposure to private investment funds (private equity, venture, credit and/or hedge).
  • Strong technical foundation in Subchapters K and C; familiarity with UBTI, ECI, and fund structuring for diverse investor bases. Knowledge of Subchapter S and real estate tax planning a plus.
  • High Interest in building AI-assisted workflows.
  • High Interest in building a new law firm model, a great “roll-up the sleeves” attitude, agility in performing simple tasks to doing the hard core research on tough tax issues and not expecting AI to replace a lawyer’s judgment.
  • High comfort with ambiguity, a necessary attribute when helping build a truly new law firm model powered by revolutionary technology

WHAT SUCCESS LOOKS LIKE

  • 30 Days: Learn firm AI platforms and tech teams supporting such platforms; Integrate with existing tax team and fund working groups on live deals; Assist in maintaining tax intake risk management for the firm.
  • 60 Days: Master work flow integration with existing tax team and funds group. Independently manage discrete components of live matters.
  • 90 Days: Take the lead in interfacing with tech teams to help improve AI-augmented workstreams for firm models and eventually, live workstreams.

COMPENSATION AND BENEFITS

Base Salary: $270,000 to $385,000 per year

The range displayed in this job posting reflects the minimum and maximum target for new hire salary for this position. Within the range, individual pay is determined by various factors, including job-related skills, experience, and relevant education or training.

Benefits: 401(k) with employer match, health, dental, vision coverage, unlimited paid time off, free lunch in office daily, employee referral bonus program

WORK LOCATION

Location: New York City

Work model: Hybrid

In-office expectation: 4-5 days per week

To learn more about Norm Ai, visit our website https://www.norm.ai.

Source: Norm Ai careers (Ashby)

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