Employer description & source details
This role takes ownership of US tax reporting and compliance matters, working independently while partnering closely with internal stakeholders and external service providers. It combines hands-on delivery with process improvement and technology-driven initiatives. Lead US federal, investor, and personal tax reporting matters, including annual K-1 preparation for US private wealth products. Coordinate the US tax reporting process for the individual investor base across Private Capital and Real Assets. Review tax deliverables prepared by external service providers to ensure quality and accuracy. Oversee the timely calculation and distribution of investor tax reports, including quarterly tax estimates. Manage the timely payment of state tax liabilities and lead investor tax queries, with a focus on service quality. Partner with HR teams and service providers to support employees with complex personal tax situations during international assignments. Maintain oversight of tax reporting processes through regular check-ins with external providers, tracking quality, timelines, and budgets. Lead responses to tax audits and authority requests, and drive automation and process improvements across tax compliance activities. We're looking for an organised , analytical tax professional with strong communication skills who enjoys working in a fast-paced, collaborative environment. Master's degree or equivalent professional experience in tax, accounting, or law. Proven experience in tax compliance or tax advisory work, typically around 7 years, gained at a professional services firm, in a financial controller role, or as a tax lawyer. Strong understanding of investment fund structures, such as feeders, blockers, sidecars, and co-investment vehicles, along with carry and waterfall comp
Extracted skills: operations