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Job: Tax Specialist – Direct Lending

Title Tax Specialist – Direct Lending
Categories Investment Management, Private Credit, Tax, Tax Compliance
Location New York, NY
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
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