Tax Associate Director, US (US Tax)

Location: Radnor, United States; flexible hybrid working. Employees may work abroad for up to 3 weeks per year.

Company

hirify.global provides fund administration, investor services and related operational support across multiple jurisdictions.

What you will do

• Establish and lead the US tax capability supporting investor, fund, entity and regulatory tax compliance.
• Act as the senior US tax subject-matter expert for client-facing and Investor Services teams.
• Review W-8/W-9 forms, investor tax data, K-1 collection, tax refund checks, payments and withholding processes.
• Design the US tax operating model, service proposition, pricing approach, controls and delivery processes.
• Partner with technology and transformation teams to automate tax data capture, validation, K-1 tracking and FATCA/CRS reporting.
• Coordinate with clients, external tax advisers, auditors, tax preparers and tax authorities while overseeing service providers and governance.

Requirements

• 10+ years of relevant tax experience, ideally in alternative investments, private markets, funds or fund administration.
• Strong knowledge of US fund, partnership, corporate, investor and regulatory tax matters, including W-8/W-9 documentation, withholding, K-1/K-2/K-3 reporting and FATCA/CRS.
• Experience with federal, state and local tax compliance, tax payments, registrations, assessments and relevant sales and use tax matters.
• Experience building or improving processes, controls and documentation, with the ability to provide technical sign-off.
• Data-driven and technology-forward approach, with experience supporting automation and data-extraction initiatives.
• Relevant undergraduate degree in Accounting, Finance or Business; CPA or EA qualification is desired.

Nice to have

• Big Four or public accounting background.
• Experience with private markets, fund administration or multi-jurisdictional tax operations.

Culture & Benefits

• Flexible hybrid working in a diverse and inclusive environment.
• Discretionary bonus scheme and competitive salary.
• Generous holiday allowance and pension scheme.
• Private medical insurance, life assurance and worldwide travel insurance.
• Health and wellbeing programmes and on-site parking.