Global Tax Professional
2 days ago
Tax Compliance Specialist
We are seeking an experienced professional to join our team as a Tax Compliance Specialist.
Job Description:The Tax Compliance Specialist will be responsible for managing full-cycle US tax compliance for assigned funds and legal entities, including reviewing federal and state tax returns, investor reporting, and tax provisions for blocker corporations.
Main Responsibilities:
- Manage full-cycle US tax compliance for assigned funds and legal entities.
- Review federal and state tax returns, investor reporting, and tax provisions for blocker corporations.
- Review tax withholding calculations for distributions within tight deadlines.
- Interpret investment structures and apply appropriate tax treatments.
- Identify opportunities to improve efficiency through automation and technology adoption; collaborate with tax technology teams to implement solutions.
To be successful in this role, you will need:
- A Bachelor's degree in Finance, Accounting, Economics, or a related field (or equivalent professional experience).
- 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.
- Strong communication skills with the ability to simplify complex technical concepts for diverse stakeholders.
- Highly organized, responsive, and able to manage competing priorities under tight deadlines.
- Exposure to data analytics tools, process automation, or AI-driven solutions in the tax/accounting domain is a plus.
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