About the Role: This role focuses on providing end-to-end U.

tax compliance and advisory support for clients across Fund of Funds, Private Credit, and Private Equity structures.

Key Responsibilities:

- Annual Compliance & Filings: Coordinate and review annual U.S tax filings (Federal and State) for partnerships, including preparation and validation of Form 1065, Schedule K-1s, and related disclosures.

- Quarterly Estimates: Calculate and file quarterly estimated tax payments; manage work papers and reconciliations for entities under review.

- GAAP Audit Support: Support tax provisions and related disclosures for GAAP audits, including deferred tax calculations and footnote documentation.

- K-1 Tracking & Review: Monitor and track inbound K-1s for Fund of Funds clients; review and analyse tax information to ensure accurate reporting and downstream investor allocations.

- Tax Playbooks & Equity Structuring: Prepare and maintain equity playbooks and tax memos for deal structuring, focusing on proper characterization of income, waterfall models, and tax-efficient distributions.

- Notices & Tax Authority Correspondence: Review, escalate, and respond to IRS and state tax authority notices.

- Coordinate with external tax advisors and legal counsel as required.

- Tax Form Management: Prepare and update U.S tax forms (e.g , W-8BEN-E, W-9, Form 8804/8805); ensure documentation is complete, accurate, and regulatory-compliant.

- Withholding & Exemptions: Analyse and apply appropriate U.S tax withholding rules (e.g , FDAP, ECI, NRA) for domestic and international investors.

- Determine exemption eligibility (e.g , treaty benefits, UBTI blockers, portfolio interest) and ensure accurate implementation of withholding requirements.

- Track, document, and update withholding positions and exemptions in coordination with fund administrators and legal teams.

- Ontra & Legal Document Updates: Update Ontra (or similar platforms) with key tax terms, filing statuses, withholding and exemption clauses, and compliance checkpoints extracted from legal agreements.

- Client Communication & Coordination: Act as a key point of contact for client communication related to tax matters.

- Coordinate with cross-functional teams, including accounting, legal, and fund administration.

Key Competencies:

- 6-8 years of experience in U.S taxation, preferably in asset management, public accounting, or legal/tax advisory firms.

- Strong knowledge of partnership taxation, Subchapter K, and investment fund structures (FoF, Private Equity, Credit).

- Hands-on experience with U.S withholding tax rules and exemption certifications.

- Familiarity with tax compliance software (e.g , GoSystem, CCH Axcess, OneSource) and tax research tools (e.g , BNA, Checkpoint).

- Excellent analytical, organizational, and communication skills.

- CA, CPA, EA, or MST preferred.

- Excellent in MS Excel to process varied data sets.

- Ability to work effectively under tight deadlines.

- Should be an independent contributor and his/her work require minimal QC.