Tax Accountant

About the role

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 delivers commercially minded tax guidance to maximize after-tax returns for investors and Golub Capital owners, identifies and mitigates material tax risks, and ensures timely and accurate tax filings and investor tax deliverables.

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).
• Preparing summaries of relevant information for senior leadership review.
• Computing quarterly estimated taxable income for Golub Capital funds and allocations to the GPs.
• Preparing summaries of 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.
• Aiding in drafting ASC 740 memos and reviewing tax provisions and tax footnotes for entities that undergo financial statement audits.
• Preparing recurring exhibits for monthly tax meetings 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.

Qualifications & Experience

• Bachelor’s degree in Accounting or Finance; CPA and / or Master’s degree in Accounting or Taxation a plus.
• Minimum of 3 years’ relevant tax experience in the financial services industry (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.
• Ability to learn and excel at day-to-day responsibilities.
• Meticulous, detail-oriented and process driven.
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture.

Critical Competencies for Success

• Leadership: Focuses on the right goals and priorities, develops self and others, influences and engages with others to contribute to a supportive and inclusive culture where all feel welcome.
• Achieving Results: Develops careful plans and delivers consistently and effectively, holds self and others accountable for delivering high quality results, removes barriers to ensure others can contribute and grow.
• Personal Effectiveness: Builds strong relationships, treats others with respect, communicates effectively, drives to exceed expectations, adapts to changing circumstances.
• Thinking Critically: Understands the business, relies on analytical reasoning, seeks diverse perspectives to solve problems, anticipates issues and addresses them in advance.

Tax Knowledge

• Complies with tax laws and regulations.
• Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders.

Industry Knowledge

• Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace.
• Makes an effort to monitor industry trends and changes and recognizes their relevancy and implications.

Compensation And Benefits

For Illinois and New York Only: It is expected that the base salary range for this position will be $80,000 to $110,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a 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) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.