Funds Tax Analyst

Position Overview:

• Support the team with co-ordination, review and filing or delivery of the following compliance obligations for the funds:
  • Corporate and partnership tax returns across multiple jurisdictions.
  • US Schedule K-1 investor reporting.
  • Reportable income calculation and investors statements under the UK Reporting Fund regime. 
• Liaise with the fund administrator, external advisors to manage compliance and reporting requirements under FATCA, CRS and Economic Substance regimes
• Assist with the ASC 740 tax review of the Group's investment products, as well as maintenance of internal policies and framework documents.
• Help monitor international tax developments and other tax projects as directed, for example considerations for addressing new markets/jurisdictions or new funds.
  • Support review of tax terms for SMAs and direct investments as well as investor side letters.
• Assist with documentation and process for the launch of new entities in the structure, and ongoing requirements for existing entities including external correspondence with tax authorities.
• Interact with various other internal departments including Finance, Operations, Legal, Compliance, and HR.

Required Qualifications:         

• At least 3 years of relevant tax experience within the Financial Services tax team of a Professional Services firm or relevant industry experience
• Relevant recognized qualification (ACA, CTA, or equivalent)
• Team player with strong work ethic
• Self-motivated and able to work independently
• Excellent analytical skills and judgment
• Ability to multi-task as well as meet tight deadlines
• Strong interpersonal skills and exceptional organizational skills
• Ability to work within a rapidly moving environment and be adaptable to change
• Detail oriented; demonstrates thoroughness and strong ownership of work.