At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.
We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Title: Associate, US Tax
Business Unit: Corporate Accounting
Location: Charlotte, NC
Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.
Job Summary
We are seeking a detail-oriented and analytical Tax Associate to join our in-house global tax team. This position will support federal and state income tax compliance, with a specialized focus on Form 1065, U.S. Return of Partnership Income. In this position, you will also gain exposure to complex investment fund structures, capital allocations, and transaction modeling. The position will reside in our corporate headquarters in Charlotte, NC, reporting to the Director of U.S. Tax.
Primary Responsibilities
The responsibilities of the role include, but are not limited to:
- Management company Form 1065 preparation support, including assistance with state tax filings
- Partner capital account maintenance and basis calculations support
- Calculation of management company quarterly taxable income estimates and tax distributions support
- Federal and state tax law research
- Quarterly ASC740 reporting for fund structures
- Collection and reconciliation of portfolio companies Schedules K-1
- Tax notice support for the management company and funds
- FATCA/CRS reporting and related tax operations support for funds
- Use tax and property tax filings for the management company
- Partner effectively with external and internal auditors, Accounting. Treasury, Product Management, Legal, FP&A, and other teams across the enterprise
- Identify, recommend, and implement opportunities to improve, automate, and streamline tax processes, including leveraging AI-enabled tools and technologies where appropriate
Qualifications
- CPA (or CPA candidate) with at least 2+ years of relevant experience in public accounting or financial services
- Undergraduate degree in Accounting, Finance or related discipline is required; a Master’s degree in Accounting and/or previous experience in public accounting strongly preferred
- Excellent accounting and analytical skills
- Strong written and verbal communication skills
- Demonstrate ability to collaborate across teams on complex projects
- Experience with CorpTax preferred.
#LI-JS1
Requisite Skills
Additional Skills
Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
Barings offers a comprehensive benefits package including:
CORE BENEFITS & WELLNESS
- Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
- Fitness Center Reimbursement Program (Including Online Memberships)
- Employee Assistance Program (EAP)
- Fertility Benefits
FINANCIAL WELL-BEING
- Highly competitive 401(k) Plan with Company Match
- Health Savings Account (HSA) with Company Contributions
- Flexible Spending Accounts (FSA) - Health Care & Dependent Care
- Retirement Health Reimbursement Account
LIFE INSURANCE
- Basic and Supplemental Life Insurance
- Spouse and Child Life Insurance
TIME OFF, DISABILITY AND LEAVE OF ABSENCE
- Paid Vacation, Sick Days and Annual Holidays
- Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
- Short and Long Term Disability Plans
- Paid Volunteer Time
OTHER BENEFITS
- Education Assistance Program
- Charitable Matching Gifts Program
- Commuter Reimbursement Program
- Adoption and Surrogacy Reimbursement Program
Skills Required
- CPA or CPA candidate with at least 2+ years relevant experience in public accounting or financial services
- Undergraduate degree in Accounting, Finance, or related discipline
- Master's degree in Accounting and/or previous public accounting experience
- Experience preparing Form 1065 and partnership tax returns
- Experience with federal and state income tax compliance and K-1 collection/reconciliation
- Experience with ASC 740 reporting for fund structures
- Strong accounting and analytical skills
- Strong written and verbal communication and cross-team collaboration skills
- Experience with CorpTax
Barings Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Barings and has not been reviewed or approved by Barings.
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Retirement Support — Retirement offerings include a 401(k) with company match and a pension plan, noted as uncommon in the industry. Charitable contribution matching further strengthens long-term financial support.
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Healthcare Strength — Healthcare coverage spans medical, dental, vision, life, and disability insurance with mental health benefits. FSAs and a fitness stipend broaden health and wellness support.
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Leave & Time Off Breadth — Time-off provisions cover paid vacation, sick days, holidays, and dedicated volunteer time. Parental, caregiver, and bereavement leave add depth to the leave portfolio.
Barings Insights
What We Do
Barings is a $481+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual, seeks to deliver excess returns by leveraging its global scale and capabilities across public and private markets in fixed income, real assets and capital solutions. Learn more at www.Barings.com.
