Tax Manager

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Summary

$50B AUM Credit Firm is looking for a Manager to join their Tax department!


Company Information:
  • 700+ Employees
  • $50B AUM
  • Position is located in either NYC or Chicago office

 


Job Description:
  • Oversee and manage the Firm’s US and foreign tax compliance for all foreign funds / entities and related entities. This includes (1) privately held investment partnerships and funds, (2) various subsidiaries of these funds including numerous foreign regarded and disregarded entities and (3) QII calculations and FDAP withholding for a publicly traded BDC / RIC and four privately held BDC / RICs.
  • Work in a cross-functional environment and serve as a bridge between Fund Accounting, Investor Communications, Technology Solutions and Direct Lending; requires strong communication and diplomacy skills.
  • Oversee and review the work of the Tax Accountants to create complete, accurate tax work paper packages for the outside tax firms that prepare K-1s, PFIC statements and foreign tax returns / forms. Ensure tax deliverables are user-friendly for the company’s investors and owners.
  • Answer questions posed by Executive Management on items related to foreign tax reporting and withholding.
  • Review Forms 926, 5471, 8621, 8858, 8865 and other international forms prepared by outside tax preparer.
  • Review and coordinate with Investor Communications Team on foreign tax related questions from investors.
  • Work independently and with external advisors to apply for, obtain and maintain valid UK passports for the BDCs and Private Funds in addition to any other relevant jurisdiction passports to eliminate / reduce withholding.
  • Review and provide input on notice responses related to foreign tax items and help coordinate any IRS or foreign country audit exams.
  • Review and be the project manager for foreign information reporting (e.g., 1042’s) including agent / lender withholding and internal tax forms for foreign entities (e.g., W-8’s, withholding statements, etc.).
  • Document ASC 740 (FIN 48) analysis for foreign entities that undergo financial statement audits and assist the Fund Accounting Team and external auditors in the preparation and review of tax provisions and tax footnotes.
  • Work with external consultants and Investor Communications Team to review entity classifications, GIINs and global filing requirements under FATCA and Global CRS.
  • Collaborate with Direct Lending and Strategic Tax Teams to review and assist with the tax structure review of all proposed foreign equity investments, exits and restructures. Assess whether foreign stock and partnership investments require foreign tax filings.
  • Manage subordinates including reviewing their work, scheduling their workload, driving projects to completion and supporting their career development.
  • Create the exhibits related to foreign tax compliance for the monthly tax meetings with Executive Management.

Requirements / Qualifications:
  • Bachelor’s degree in Accounting (CPA preferred)
  • 6+ years of relevant tax experience in the financial services industry (mix of public
    accounting and industry a plus)
  • Strong existing tax knowledge of partnership taxation and tax reporting requirements
  • Superb written and verbal communication skills
  • Results oriented, strong project management skills including the ability to drive people and
    projects to completion
  • Comfort with and prior experience in a fast paced and high growth environment –
    candidate should possess excellent organizational skills with the ability to handle
    numerous projects at a time and prioritize as appropriate
  •  Highly meticulous, detail oriented and process driven
  •  Takes initiative with a strong emphasis on a team-orientated mentality
  • COVID vaccinations required, subject to applicable local, state and federal law

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