обновлено 10 дней назад
Tax, Fund Tax Oversight, Associate, Dallas
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax, Fund Tax Oversight, Associate, Dallas (Fund Tax): Reviewing externally prepared tax returns and global income tax provisions for investment funds with an accent on partnership structures, multi-state compliance, and US tax reporting. Focus on challenging external advisors, evaluating uncertain tax positions, and coordinating with Controllers, Global Tax, and fund service providers.
Location: Dallas, TX, United States
Company
is a global financial services firm whose Global Tax team manages worldwide tax activities, reporting obligations, and transaction-related tax risks.
What you will do
- Oversee the review of tax returns for investment partnerships and multi-state returns for tiered partnerships.
- Oversee income tax provisions, including uncertain tax positions.
- Review fund tax compliance work, including federal and state returns and K1/K3 forms.
- Work with and challenge input from external advisors, accounting firms, tax accountants, auditors, and fund administrators.
- Coordinate with Controllers and Global Tax colleagues, particularly across the US and EMEA.
Requirements
- Professional tax qualification; CPA is preferred.
- 3–5 years of post-qualification tax experience at a leading firm.
- Strong technical US tax knowledge and understanding of book-to-tax adjustments for fund structures.
- Knowledge of fund-level tax compliance and the tax requirements of different fund structures.
- Knowledge of US reporting for foreign investments, including PFICs.
- Excellent communication, decision-making, flexibility, and ability to influence senior business stakeholders.
Culture & Benefits
- Work in a fast-paced environment with Global Tax, Controllers, and external service providers.
- Collaborate with tax colleagues across the US and EMEA.
- Contribute to tax analysis, reporting, and risk evaluation for a broad range of investment funds.
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