U.S. Tax Associate

Barings•Charlotte, NC

1d•Onsite

About The Position

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Title: Associate, US Tax Business Unit: Corporate Accounting Location: Charlotte, NC Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific. Job Summary We are seeking a detail-oriented and analytical Tax Associate to join our in-house global tax team. This position will support federal and state income tax compliance, with a specialized focus on Form 1065, U.S. Return of Partnership Income. In this position, you will also gain exposure to complex investment fund structures, capital allocations, and transaction modeling. The position will reside in our corporate headquarters in Charlotte, NC, reporting to the Director of U.S. Tax.

Requirements

CPA (or CPA candidate) with at least 2+ years of relevant experience in public accounting or financial services
Undergraduate degree in Accounting, Finance or related discipline is required
Excellent accounting and analytical skills
Strong written and verbal communication skills
Demonstrate ability to collaborate across teams on complex projects

Nice To Haves

a Master’s degree in Accounting and/or previous experience in public accounting strongly preferred
Experience with CorpTax preferred

Responsibilities

Management company Form 1065 preparation support, including assistance with state tax filings
Partner capital account maintenance and basis calculations support
Calculation of management company quarterly taxable income estimates and tax distributions support
Federal and state tax law research
Quarterly ASC740 reporting for fund structures
Collection and reconciliation of portfolio companies Schedules K-1
Tax notice support for the management company and funds
FATCA/CRS reporting and related tax operations support for funds
Use tax and property tax filings for the management company
Partner effectively with external and internal auditors, Accounting. Treasury, Product Management, Legal, FP&A, and other teams across the enterprise
Identify, recommend, and implement opportunities to improve, automate, and streamline tax processes, including leveraging AI-enabled tools and technologies where appropriate

Benefits

Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
Fitness Center Reimbursement Program (Including Online Memberships)
Employee Assistance Program (EAP)
Fertility Benefits
Highly competitive 401(k) Plan with Company Match
Health Savings Account (HSA) with Company Contributions
Flexible Spending Accounts (FSA) - Health Care & Dependent Care
Retirement Health Reimbursement Account
Basic and Supplemental Life Insurance
Spouse and Child Life Insurance
Paid Vacation, Sick Days and Annual Holidays
Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
Short and Long Term Disability Plans
Paid Volunteer Time
Education Assistance Program
Charitable Matching Gifts Program
Commuter Reimbursement Program
Adoption and Surrogacy Reimbursement Program