
Global Tax Compliance Specialist
1 day ago
The Tax Compliance team is responsible for ensuring accurate and timely tax reporting for global investment funds. As a key member of the compliance function, you will be the primary point of contact for investors, banks, and external advisors regarding tax matters.
You will collaborate closely with the global tax, finance, deal, and legal teams to ensure compliance with all relevant tax laws and regulations. Your primary responsibilities will include:
- Managing full-cycle US tax compliance for assigned funds and legal entities.
- Reviewing federal and state tax returns, investor reporting, and tax provisions for blocker corporations.
- Interpreting investment structures and applying appropriate tax treatments.
- Identifying opportunities to improve efficiency through automation and technology adoption.
Additional responsibilities will involve communicating effectively with stakeholders, drafting clear responses to investor tax queries, and collaborating with colleagues across global offices to ensure timely and accurate compliance reporting.
This role requires a high degree of technical expertise, strong communication skills, and the ability to deliver high-quality outputs under tight deadlines. If you are a detail-oriented professional looking to take ownership of critical tax compliance processes and grow your expertise in a dynamic global asset management environment, this could be an ideal opportunity.
Requirements- 5-8 years of tax compliance experience within multinational financial services, asset management, or Big 4 advisory.
- Strong knowledge of US partnership and corporate tax compliance, including Schedules K-1, K-2, K-3, withholding, and corporate provisions (Forms 1120, 1120-F).
- Familiarity with fund structures such as blockers, feeders, parallel funds, and co-investment vehicles.
- Experience reviewing and updating tax workbooks for annual taxable income.
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