Role Overview:

We are looking for a detail-oriented and analytical professional to join the Tax team within the Financial Operations function. The role involves supporting tax compliance, tax reporting, tax calculations, and tax-related analysis for various investment funds and corporate entities.

The team handles tax compliance activities across hedge funds, private equity funds, partnerships, and corporate entities, including the preparation and review of tax returns, investor tax statements, and tax projections. The role also involves analyzing financial transactions, understanding book-to-tax differences, computing taxable income, and supporting tax allocations to investors.

The candidate will collaborate with internal and external stakeholders across Finance, Fund Accounting, and Tax Planning teams to ensure accurate tax reporting, compliance with applicable regulations, and continuous process improvements.

Key Responsibilities:

- Prepare, review, and support the filing of tax returns for investment funds and corporate entities.

- Assist in preparing and issuing annual investor tax statements, including Schedule K-1s, and quarterly tax estimates.

- Compute taxable income and tax allocations for funds and investors.

- Analyze book-to-tax differences and support tax reconciliations and computations.

- Review tax workpapers, supporting schedules, and tax-related financial information for accuracy.

- Assist with direct, indirect, international, and other applicable tax compliance requirements.

- Support state tax computations, tax payments, regulatory filings, and responses to tax notices.

- Analyze financial products and transactions to understand their applicable tax treatment.

- Coordinate with internal stakeholders across Financial Operations, Fund Accounting, and Tax Planning.

- Support tax audits, regulatory reporting, and investor queries relating to tax calculations.

- Contribute to tax process automation, reporting enhancements, and analytical dashboard initiatives.

- Stay updated on relevant tax regulations and support the assessment of their impact on business operations.

Candidate Requirements:

- Chartered Accountant (CA) with 0 - 2 years of relevant experience.

- Candidates from financial services organizations, investment management firms, or large audit firms are preferred.

- Hands-on experience or exposure to taxation is required.

- Specialization: Candidates across tax specializations are welcome, including International Tax, Indian Tax, Direct Tax, and Indirect Tax.

- Strong accounting fundamentals, analytical thinking, and problem-solving abilities.

- High attention to detail and the ability to work within tight deadlines.

- Self-motivated, adaptable, and quick to learn.

- Excellent verbal and written communication skills with strong interpersonal abilities.

Preferred Qualifications:

- Good understanding of financial instruments and investment products.

- Exposure to partnership taxation, fund taxation, or corporate taxation.

- Understanding of financial statements, accounting principles, and tax compliance processes.

- Familiarity with tax reporting, reconciliations, and financial analysis.