| Job Information |
Our global Direct Lending investment management client is seeking to recruit a Tax Specialist to assist with the design and development of tax governance strategies, methodologies, and oversight and the design and development of controls for tax withholding and reporting obligations, including W-8 and W-9 certification and validation, backup withholding, NRA withholding, CRS and FATCA withholding.
Responsibilities:
- Play a key role in the design and development of tax governance strategies, methodologies, and oversight
- Assist with the design and development of controls for tax withholding and reporting obligations, including W-8 and W-9 certification and validation, backup withholding, NRA withholding, CRS and FATCA withholding
- Maintain tax data and documentation and work with technology teams to implement appropriate systems and controls
- Analyze the adequacy and effectiveness of tax policies, procedures, processes, and internal controls
- Ensure Federal, State, and non-US withholding amounts are deposited with the appropriate tax authority or agency and filing of annual withholding reconciliation returns
- Manage FATCA and CRS reporting the IRS and related tax authorities
Requirements:
- Bachelor’s Degree
- 5+ years’ tax accounting, reporting and compliance experience
- Demonstrated knowledge of technical tax onboarding, withholding, reporting, and tax compliance (FATCA, CRS, NRA, etc.)
- Ability to analyze and interpret complex tax issues and make appropriate recommendations
- Advanced MS Office skills
|
