Tech Stack

Description

You will manage investment fund tax compliance, coordinate with internal teams and external tax advisors, and support tax operations for Private Credit funds. This role involves reviewing tax returns, handling IRS forms, and collaborating with FATCA/CRS compliance.

Requirements

• Minimum four-year degree
• 6+ years Big Four/private accounting experience in tax asset management with Private Credit focus
• Strong project management and time management skills
• Advanced Excel skills and willingness to implement AI/automation
• CPA or JD preferred

Responsibilities

• Manage fund tax compliance from preparation of tax returns to K-1 distribution
• Coordinate non-U.S. tax returns and assist with client tax inquiries
• Prepare and review IRS withholding forms and tax filings (1042, 8804, etc.)
• Collaborate with FATCA/CRS compliance team for regulatory reporting
• Assist in creation and dissolution of fund entities and blocker corporations