Robert Walters
About the Company: Our client, a leading investment management firm, is seeking a Senior Tax Accountant to join their Tax & Finance team. This role offers an exciting opportunity to work on complex U.S. and international tax matters while contributing to process improvements and automation initiatives. You'll be part of a growth-oriented organization that values integrity, excellence, and innovation.
Why Join our Client?
Work for a prestigious investment management firm with exposure to diverse portfolios. Collaborate with industry experts in a supportive and inclusive workplace. Enjoy flexible working arrangements and opportunities for professional development. About the Role
As a Senior Tax Accountant, you will play a pivotal role in ensuring compliance across domestic and international tax domains while driving process enhancements. Responsibilities
Tax Compliance: Review complex U.S. federal and state/local filings (e.g., Forms 1065, 1120, 5471, 8865, 1042, PFIC reporting) in collaboration with external tax preparers to ensure accuracy and compliance. Support international tax filings by coordinating with cross-border teams and staying updated on global regulatory requirements. Withholding Tax Expertise: Assist with advisory matters related to U.S. and international withholding tax regimes (e.g., Chapters 3 & 4, FATCA, CRS). Facilitate timely submission of withholding tax exemption forms (e.g., W-8BEN-E, treaty forms) across jurisdictions. Regulatory Monitoring: Track FIRPTA regulations, USRPHC status, Section 302 redemption events, and other evolving legal requirements impacting U.S. investment portfolios. Research & Advisory: Conduct thorough research on complex U.S. and international tax issues, providing informed recommendations in collaboration with external advisors when needed. Process Improvement: Contribute to refining internal policies by participating in automation projects, enhancing controls, and elevating documentation standards. Qualifications
Experience & Credentials: A minimum of four years\' substantive U.S. tax experience gained at a Big Four firm or equivalent institution within the financial services sector (e.g., hedge fund, private equity, venture capital). CPA qualification required; Enrolled Agent credentials will also be considered favorably. Technical Expertise: Strong knowledge of U.S. partnership taxation rules and corporate tax regulations, including anti-deferral provisions for multinational entities. Familiarity with international tax matters such as withholding regimes or cross-border documentation requirements is highly desirable but not mandatory. Skills & Attributes: Exceptional communication skills—written and verbal—to explain complex concepts clearly and build trust among stakeholders. Proven project management abilities to handle multiple priorities while meeting deadlines without compromising quality or accuracy. A self-starter mindset with a sense of urgency and adaptability in fast-paced environments. What Sets This Company Apart
This investment management firm is committed to fostering an inclusive workplace where every individual\'s perspective is valued. They prioritize professional growth while maintaining high standards of integrity and excellence across all operations. Pay range and compensation package
Ready to Take the Next Step? If you\'re passionate about advancing your career in tax accounting within the financial services sector, we\'d love to hear from you! Apply today to join this exceptional team and make an impact in the world of investment management. Equal Opportunity Statement
Our client is committed to diversity and inclusivity.
#J-18808-Ljbffr
Work for a prestigious investment management firm with exposure to diverse portfolios. Collaborate with industry experts in a supportive and inclusive workplace. Enjoy flexible working arrangements and opportunities for professional development. About the Role
As a Senior Tax Accountant, you will play a pivotal role in ensuring compliance across domestic and international tax domains while driving process enhancements. Responsibilities
Tax Compliance: Review complex U.S. federal and state/local filings (e.g., Forms 1065, 1120, 5471, 8865, 1042, PFIC reporting) in collaboration with external tax preparers to ensure accuracy and compliance. Support international tax filings by coordinating with cross-border teams and staying updated on global regulatory requirements. Withholding Tax Expertise: Assist with advisory matters related to U.S. and international withholding tax regimes (e.g., Chapters 3 & 4, FATCA, CRS). Facilitate timely submission of withholding tax exemption forms (e.g., W-8BEN-E, treaty forms) across jurisdictions. Regulatory Monitoring: Track FIRPTA regulations, USRPHC status, Section 302 redemption events, and other evolving legal requirements impacting U.S. investment portfolios. Research & Advisory: Conduct thorough research on complex U.S. and international tax issues, providing informed recommendations in collaboration with external advisors when needed. Process Improvement: Contribute to refining internal policies by participating in automation projects, enhancing controls, and elevating documentation standards. Qualifications
Experience & Credentials: A minimum of four years\' substantive U.S. tax experience gained at a Big Four firm or equivalent institution within the financial services sector (e.g., hedge fund, private equity, venture capital). CPA qualification required; Enrolled Agent credentials will also be considered favorably. Technical Expertise: Strong knowledge of U.S. partnership taxation rules and corporate tax regulations, including anti-deferral provisions for multinational entities. Familiarity with international tax matters such as withholding regimes or cross-border documentation requirements is highly desirable but not mandatory. Skills & Attributes: Exceptional communication skills—written and verbal—to explain complex concepts clearly and build trust among stakeholders. Proven project management abilities to handle multiple priorities while meeting deadlines without compromising quality or accuracy. A self-starter mindset with a sense of urgency and adaptability in fast-paced environments. What Sets This Company Apart
This investment management firm is committed to fostering an inclusive workplace where every individual\'s perspective is valued. They prioritize professional growth while maintaining high standards of integrity and excellence across all operations. Pay range and compensation package
Ready to Take the Next Step? If you\'re passionate about advancing your career in tax accounting within the financial services sector, we\'d love to hear from you! Apply today to join this exceptional team and make an impact in the world of investment management. Equal Opportunity Statement
Our client is committed to diversity and inclusivity.
#J-18808-Ljbffr