Duration: 12 months
Responsibilities
- Lead U.S. and Canadian tax compliance and reporting support for private markets clients across annual cycles, with exposure to additional jurisdictions as required
- Own and manage relationships with external tax preparers and key client stakeholders, ensuring clear communication, timely information flow, and effective issue resolution
- Oversee annual tax filings and investor reporting, including partnership, corporate, and withholding returns, K‑1s, tax estimates, and related deliverables
- Execute annual 1099‑NEC filings for vendor fees on behalf of clients
- Provide guidance on complex tax matters, including withholding requirements, tax notices, payments, escalations, and tax documentation
- Support tax accounting and provision‑related analysis, including ASC 740 matters where applicable, and contribute to tax risk assessment and issue resolution
- Support FATCA and CRS compliance activities, including onboarding and oversight of investor tax records
- Partner closely with Fund Administration, Compliance, Legal, Treasury, and Operations to resolve issues, strengthen controls, and enhance delivery
- Identify and implement process improvements, operating model enhancements, and automation opportunities to support scalability
- Lead, coach, and develop junior team members, fostering accountability, collaboration, and high standards of execution
- Perform additional duties commensurate with the role and level of responsibility
Skills
- Strong technical expertise in U.S. partnership, corporate, and withholding tax compliance, gained within private markets, fund administration, or financial services
- Experience supporting alternative and international investment structures, with a solid understanding of legal entities and fund and investor reporting requirements
- Proven ability to manage complex, multi‑stream deliverables with strong attention to detail, risk awareness, and sound judgment
- Confident stakeholder management skills, with experience engaging clients, external advisors, and cross‑functional internal teams
- Working knowledge of FATCA, CRS, withholding processes, and investor tax documentation, including Forms W‑9 and W‑8 series
- A continuous‑improvement mindset, with the ability to implement scalable solutions and contribute to automation initiatives
- Strong communication, leadership, and people‑development capabilities
- Advanced proficiency in Excel and Microsoft Office