Jobs · Accounting · North Carolina

U.S. Tax Associate

Barings · Charlotte, NC · 4 wk ago
AccountingFull-time

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.

Primary 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

Qualifications

  • 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; a Master’s degree in Accounting and/or previous experience in public accounting strongly preferred
  • Excellent accounting and analytical skills
  • Strong written and verbal communication skills
  • Demonstrate ability to collaborate across teams on complex projects
  • Experience with CorpTax preferred

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