Specialist US Tax - Fund Operations

Specialist US Tax - Fund Operations

Aufgaben

• Ensure US tax compliance for management of private equity funds with appropriate consideration of risk, operational and tax issues.
• Ongoing analysis of US tax legislation and identification of impact on investments for portfolio management and investors.
• Analysis of distribution provisions in fund agreements and distribution allocation for investors.
• Analysis of international tax rules for PFICs or CFCs and tax reporting with respect to Forms 926, 8865, 8621, 5471 etc.
• Analysis of debt and equity, income of a tax‑exempt client (UBTI) and other tax analyses required for private equity funds.
• Analysis of clients' investments with regard to US tax implications.
• Investment‑related advice to clients on the choice of US tax systems.
• SPOC on all types of questions for internal and external stakeholders.
• Monitoring of newsletters and directives from the US tax authorities (IRA).
• In cooperation with IT, implementation of regulatory changes in tools, processes and systems.
• Conduct trainings with the aim of explaining US tax concepts for investment practice.
• Collaboration in global tax projects.

Qualifikation

• Master's degree in Law, Accounting or Taxation.
• Qualified as a tax professional, or on track to become one.
• Professional experience in asset management with US tax or international tax, ideally with private equity funds.
• Knowledge of international tax returns and related US tax laws.
• Ability to manage multiple projects simultaneously.
• Extensive experience with calculating taxable income and resource allocations for private equity funds.
• Ability to coordinate tax‑related projects.
• Experience preparing and reviewing tax returns and Schedule K‑1.
• Time and project management skills.
• Ability to work in a dynamic environment and transfer knowledge and experience to the team.
• Team player and team orientation.
• Eloquent communication.
• IT flair.
• MS Office, Excel.
• German as well as English.