Senior Associate (Team Lead), Tax Operations
About The Position
The Senior Associate (Team Lead) will join the Firm's growing Investor Communications Group which serves as a key point of contact to the Firm’s investor base. This position will be heavily focused on supporting the relevant tax aspects of onboarding and maintaining investor relationships. This role will collaborate heavily with, but be separate from, the Firm’s Tax Department which has primary responsibility for defining and executing tax filing and reporting compliance. The responsibilities will include but not be limited to: Leading and managing the offshore Tax Operations team, including oversight of deliverables, quality control, capacity planning and performance against service level agreements (SLAs) Overseeing end‑to‑end investor onboarding and ongoing account maintenance, including collection, review, validation and management of U.S. and international tax documentation Managing daily tax operations activities, including onboarding due diligence (W‑9, W‑8, FATCA / CRS), client communications and tax data management within CRM systems Ensuring accuracy, integrity and completeness of tax data through review of team outputs and maintenance of controls supporting internal reporting, external reporting and tax filings Ensuring compliance with U.S. tax reporting requirements and international tax regimes, including Cayman Islands and Luxembourg FATCA / CRS Supporting internal stakeholders (e.g., Investor Partner Group and Tax Department) by delivering tax form validation, client inquiry resolution, withholding and reporting under established SLAs Providing data, coordination and operational support for U.S. and international tax filings, including K‑1, 1099, 1042‑S, Form 8966 and foreign FATCA / CRS submissions Partnering with Operations, Technology Solutions and third‑party providers to standardize information reporting processes, enhance controls and drive process improvement and automation Acting as primary escalation point for tax operations matters, leading training, development, prioritization and issue resolution for the team Monitoring team metrics and shifting priorities to ensure timely execution of deliverables while fostering a positive, high‑performance team culture Serving as lead contact with internal and external legal partners on tax operations and investor onboarding matters
Requirements
- Bachelor’s degree required
- 5+ years of related experience
- Client-facing financial services experience with tax operations exposure preferred
- Strong understanding of FATCA, CRS and IRS information reporting required
- Strong understanding of tax form validation (specifically W-9, W-8, and FATCA/CRS Self-Certification validation) required
- Proven leader with ability to motivate team members, especially during periods of high investor volumes
- Meticulous attention to detail and accuracy
- Excellent organizational and prioritization skills
- Experience managing direct reports is required
- Ability to build strong relationships with internal and external groups
- Demonstrated ability to work well both independently and as part of a team
- Proficient in MS Office products, specifically Word and Excel
Nice To Haves
- Knowledge of Microsoft Dynamics is a strong plus
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Responsibilities
- Leading and managing the offshore Tax Operations team, including oversight of deliverables, quality control, capacity planning and performance against service level agreements (SLAs)
- Overseeing end‑to‑end investor onboarding and ongoing account maintenance, including collection, review, validation and management of U.S. and international tax documentation
- Managing daily tax operations activities, including onboarding due diligence (W‑9, W‑8, FATCA / CRS), client communications and tax data management within CRM systems
- Ensuring accuracy, integrity and completeness of tax data through review of team outputs and maintenance of controls supporting internal reporting, external reporting and tax filings
- Ensuring compliance with U.S. tax reporting requirements and international tax regimes, including Cayman Islands and Luxembourg FATCA / CRS
- Supporting internal stakeholders (e.g., Investor Partner Group and Tax Department) by delivering tax form validation, client inquiry resolution, withholding and reporting under established SLAs
- Providing data, coordination and operational support for U.S. and international tax filings, including K‑1, 1099, 1042‑S, Form 8966 and foreign FATCA / CRS submissions
- Partnering with Operations, Technology Solutions and third‑party providers to standardize information reporting processes, enhance controls and drive process improvement and automation
- Acting as primary escalation point for tax operations matters, leading training, development, prioritization and issue resolution for the team
- Monitoring team metrics and shifting priorities to ensure timely execution of deliverables while fostering a positive, high‑performance team culture
- Serving as lead contact with internal and external legal partners on tax operations and investor onboarding matters
Benefits
- full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
