Funds Tax Manager, Private Equity - Carnegie Consulting - eFinancialCareers : Job Details

Our client is a highly successful Private Equity firm based in central London. They are seeking someone with Funds tax experience to come in at the Manager level to work in a small team. This role will see you reviewing the work of a junior whilst also being involved in a wide range of activities. You will be a qualified tax professional, likely to be coming out of practice and seeking a first role in the industry.

The Role

• Contribute to the tax review of investments and divestments made by the Private Equity and Infrastructure funds, as well as in various strategic transactions (such as fund launches and secondaries), coordinating the help of external experts where required
• Manage relationships with external tax advisors and support the compliance processes. Oversee the Assistant Manager in the co-ordination and management of the tax compliance processes including, but not limited to, partnership tax for funds and carried interest vehicles, corporate tax for investment SPVs, FATCA, CRS, and DAC 6 in key relevant jurisdictions including the UK, US, Guernsey, Jersey, Luxembourg ensuring that tax returns are reviewed, finalised, and filed in accordance with agreed processes and deadlines and ensuring tax payments are made in a timely manner.
• Working closely with the Assistant Manager on all BAU operational tax matters and supporting their growth.
• Lead the completion of US withholding tax packages with tax advisors annually. Assist with withholding tax matters and reclaims including liaising with various stakeholders as necessary under the supervision of the Funds Tax Director.
• Have a clear understanding of operating in controlled environment.
• Assist with HMRC, IRS, and any other tax authority correspondence to ensure positive working relationships.
• Keep abreast of all tax developments relevant to the business and working with stakeholders to effect necessary change.

Requirements

• You will be professionally qualified either in Accounting (ACA ACCA) or Tax (CTA)
• You will ideally have Private Markets Funds Tax experience. If not, then experience working within Financial Services
• Experience likely to be gained in a Big 4 or other accounting practice
• Alternatively industry experience will be highly advantageous
• Excellent all-round interpersonal and communication skills