Vice President, Tax Operations Team

Golub Capital • Chicago, IL

5d

About The Position

The Vice President, Tax Operations Team will be responsible for ensuring compliance with IRS regulations related to US tax information reporting and international tax regimes such as Cayman Islands and Luxembourg. This role involves FATCA/CRS oversight, managing the team's direction and priorities for annual tax filings and ad hoc projects, and collaborating with Technology Solutions on system process improvements and quality control. The position also supports business groups under an established Service Level Agreement, works with Settlements and Operations to develop standardized information reporting processes, and provides data for tax filings. Collaboration with Accounting, Tax, and External Service Providers is key to producing tax filings, and the role partners with Administrators/Transfer Agents to ensure accurate investor tax reporting and withholding for externally administered funds. The position has supervisory responsibilities.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or related
• Five years of relevant tax experience
• Experience must include FATCA (Form 8966)
• Experience must include IRS information reporting
• Experience must include Tax form validation (W-9 & W-8 validation)
• Concrete understanding of tax withholding requirements based on applicable jurisdictions

Nice To Haves

• Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.
• Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.
• Investor Data Governance: Follows appropriate policies and procedures to enter and manage investor data, including evaluating issues with investor data and taking appropriate steps to address them and communicating with others regarding investor data governance to ensure accuracy and integrity.
• Investor Management: Handles or manages investor onboarding, reporting and inquiries. Understands how to prepare and check reports, gather subscription-related data from investors (e.g., legal documentation) and answer investor inquiries regarding onboarding, subscriptions and reports.
• Tax and AML Regulatory Compliance: Complies with tax and AML laws and regulations related to due diligence, withholding and reporting. Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders.
• Innovative Mindset: Leverages a detailed, agile and creative mindset to master processes and responsibilities, as well as drive value-added enhancements, continuous process improvement and proactive learning through new technology, processes and people.

Responsibilities

• Ensure compliance with IRS regulations related to US tax information reporting
• Ensure compliance with international tax regimes such as Cayman Islands and Luxembourg
• FATCA / CRS Oversight
• Oversight of the team’s direction and priorities with regards to annual tax filings deliverables and ad hoc projects
• Collaborate with Technology Solutions on system process improvements and quality control
• Support business groups (e.g., Investor Partner Group and Direct Lending) under an established Service Level Agreement to ensure continuity across all business processes (this includes tax form validation, addressing client inquiries, withholding and reporting)
• Work with Settlements and Operations to develop and standardize an information reporting process involving 3rd party lenders for syndicated loans
• Support Tax by providing data that is required to complete filings such as K-1, 1099 and 1042-S reporting
• Collaborate with Accounting, Tax and External Service Provider to produce tax filings for US FATCA (Form 8966), Cayman Islands FATCA / CRS
• Partner with Administrators / Transfer Agents to ensure accurate investor tax reporting and withholding is applied for externally administered funds
• Collaborate with Technology Solutions on system process improvements and quality controls
• Position has supervisory responsibilities

Benefits

• 401(k) eligibility
• various paid time off benefits such as vacation, sick time and parental leave
• full range of medical, financial and / or other benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Manager