Tax Compliance

Tax Compliance Overview

• The Tax Compliance role offers an opportunity to contribute to a global asset management firm managing diverse investment strategies.
• Support tax compliance functions for hedge funds, real estate funds, and CLOs, ensuring accurate reporting and adherence to regulations.
• Collaborate with the Tax Director to review federal, state, local, and foreign tax returns and K-1 allocation work papers.
• Assist in quarterly tax estimate allocations, projections, and entity withholding documentation reviews.
• Contribute to FATCA/CRS filings and ensure compliance with global reporting requirements.
• Work in a hybrid schedule, offering flexibility and a collaborative environment.
• Engage with external compliance partners to maintain high standards of fund compliance.
• Leverage your expertise to support a dynamic team during a critical transition period.

Tax Compliance Key Responsibilities & Duties

• Coordinate tax compliance functions and global reporting requirements for diverse investment entities.
• Review federal, state, local, and foreign tax returns and informational documents.
• Prepare and analyze K-1 allocation work papers, estimates, and projections.
• Assist in quarterly tax estimate allocations and related deliverables.
• Ensure compliance with FATCA/CRS filings and entity withholding documentation.
• Collaborate with external compliance partners to maintain fund compliance standards.
• Support the Tax Director in managing compliance processes and reporting requirements.
• Contribute to the preparation of tax-related documents for onshore and offshore entities.

Tax Compliance Job Requirements

• Bachelor of Science (BS) in Accounting, Finance, or related field is required.
• CPA certification is preferred but not mandatory for consideration.
• Minimum of 3 years of experience in tax compliance; 8 years preferred.
• Proficiency in reviewing tax returns, K-1 allocations, and compliance documentation.
• Strong knowledge of FATCA/CRS filings and global reporting standards.
• Experience with hedge funds, real estate funds, and CLOs is advantageous.
• Ability to work in a hybrid schedule and adapt to dynamic team needs.
• Excellent analytical and organizational skills to manage complex compliance tasks.