Global Finance - Tax - Manager

Job Description:

Responsibilities

• Work closely with outside service providers to ensure timely preparation and filing of fund, co-invests, separately managed accounts, internal discretionary entities annual schedules k-1’s
• Prepare the taxable income estimates accurately which are sent to investors quarterly
• Maintain withholding documentation and oversee the compliance for FATCA, CRS, etc.
• Review tax withholding calculations for distributions under quick turn-around
• Prepare quarterly tax provisions for blocker corporations
• Review investor tax questions and responses
• Handle numerous ad-hoc tax related requests for relevant stakeholders

Qualifications & Experience

• Bachelor's Degree or equivalent work experience required
• 7-10 years of experience in a multinational Financial Services organization with Private Equity exposure and understands business processes for US Partnership Tax compliance functions (US individual tax exposure a plus)
• Experience with US tax reporting; details included as part of a partnership federal Schedule K-1, K-2 and K-3 issued to investors as well as state K-1s 
• Familiar with Global Information Reporting and withholding, including experience with Forms W-8 and W-9, self-certification forms and FATA/CRS reporting.
• Demonstrates an understanding of complex tax technical issues
• Demonstrates an understanding of the structure of an investment, including deciphering a structure chart and potential US tax information reporting for investors. 
• Excellent interpersonal and collaboration skills, including strong communication skills and email writing skills with the ability to correspond directly with banks, investors, Big 4 tax advisors, legal advisors, KKR colleagues, etc.
• Ability to decipher, research and address investor tax related questions; understand and simplify complex messages, highlighting and summarizing key points
• Builds strong relationships with local and global colleagues
• Responsible for sharing knowledge/information with peers and team
• Displays team-work orientation and is highly collaborative
• Ability to manage numerous requests and tasks on a daily basis and track/respond to requests in a timely manner
• Can work under pressure and meet tight deadlines
• Ability to understand, review and update workbooks to reflect annual taxable income
• Ability to understand, review and update investor tax projection files
• Systems/ Tools/ Application knowledge:
• MS Excel
• IRS website
• Investran (preferred)
• Displays high intellectual curiosity and innovative mindset
• Demonstrates the highest level of integrity
• Focuses on delivery excellence and accountability
• Displays behaviors of self-reliance