Tax Accountant

Golub Capital•Chicago, IL

1d•Hybrid

About The Position

The Tax Department at Golub Capital (“GC Tax”) is a team of tax professionals consisting of tax attorneys and tax accountants responsible for tax planning and compliance. The team strives to deliver thoughtful and informed tax planning recommendations to maximize after-tax returns for investors and Golub Capital owners, proactively identify and mitigate material tax risks and ensure the materially accurate and timely completion of tax filings and investor tax deliverables. GC Tax collaborates with multiple departments to ensure tax is integrated into Golub Capital’s broader goals. The key objectives of GC Tax include: Investor-Centric Tax Planning: deliver commercially minded tax guidance that supports optimizing investor outcomes Risk Management: establish robust processes for identifying, assessing and mitigating material tax risks Operational Excellence: streamline workflows to ensure consistent, materially accurate and timely delivery of tax filings and investor tax deliverables Strategic Alignment: integrate tax planning with broader firmwide strategic goals, embedding tax decisions early in decision-making processes

Requirements

Bachelor’s degree in Accounting or Finance
Minimum of 3 years’ relevant tax experience in the financial services industry
Ability to learn and excel at day-to-day responsibilities
Highly meticulous, detail-oriented and process driven
Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Nice To Haves

CPA and / or Master’s degree in Accounting or Taxation a plus
Big 4 accounting firm experience a plus
Meaningful knowledge of partnership taxation is a plus
Some experience with state tax, RICs, taxation of debt instruments and / or foreign tax compliance is a plus

Responsibilities

Facilitating the preparation of investor tax deliverables (including K-1s and PFIC statements) and federal and state tax returns.
Reviewing tax workpapers and federal, state and / or local tax returns prepared by external tax advisors for a range of domestic and foreign entities including: (1) privately held investment partnerships and PFICs, (2) various subsidiaries of these entities including numerous blocker corporations and (3) publicly traded and privately held Business Development Companies (“BDC”) that are Regulated Investment Companies (“RIC”) for U.S. tax purposes
Preparing Forms W-8, W-9, 8832 and / or SS-4 for newly created entities
Assisting with annual information reporting, including working on various Forms 1099 (e.g., 1099-DIV, 1099-INT) and Form 1042-S
Preparing summaries of relevant information for senior leadership review
Computing quarterly estimated taxable income for Golub Capital funds and allocations to the GPs
Reviewing quarterly estimated tax payment calculations prepared by external tax advisors
Liaising with internal teams to ensure complete and accurate tax workpaper support packages are provided to the external tax advisors
Partnering with the Investor Communications Team and other investor-facing teams to address investor tax questions and requests
Contacting portfolio companies to obtain current year Schedule K-1s, 1099-DIVs or 1042-S
Assisting with drafting ASC 740 memos and reviewing tax provisions and tax footnotes for entities that undergo financial statement audits
Preparing recurring exhibits for monthly tax meeting with senior management
Assisting in reviewing tax notices from various jurisdictions and providing draft responses or recommend action plans
Leveraging AI-driven tools and other technology to streamline tax processes, improve accuracy and enhance efficiency across routine tasks
Supporting ad-hoc projects as needed