US Tax Lead

Responsibilities

• Lead U.S. and Canadian tax compliance and reporting support for private markets clients across annual cycles, with exposure to additional jurisdictions as required
• Own and manage relationships with external tax preparers and key client stakeholders, ensuring clear communication, timely information flow, and effective issue resolution
• Oversee annual tax filings and investor reporting, including partnership, corporate, and withholding returns, K‐1s, tax estimates, and related deliverables
• Execute annual 1099‐NEC filings for vendor fees on behalf of clients
• Provide guidance on complex tax matters, including withholding requirements, tax notices, payments, escalations, and tax documentation
• Support tax accounting and provision‐related analysis, including ASC 740 matters where applicable, and contribute to tax risk assessment and issue resolution
• Support FATCA and CRS compliance activities, including onboarding and oversight of investor tax records
• Partner closely with Fund Administration, Compliance, Legal, Treasury, and Operations to resolve issues, strengthen controls, and enhance delivery
• Identify and implement process improvements, operating model enhancements, and automation opportunities to support scalability
• Lead, coach, and develop junior team members, fostering accountability, collaboration, and high standards of execution

Qualifications

• Strong technical expertise in U.S. partnership, corporate, and withholding tax compliance, gained within private markets, fund administration, or financial services
• Experience supporting alternative and international investment structures, with a solid understanding of legal entities and fund and investor reporting requirements
• Proven ability to manage complex, multi‐stream deliverables with strong attention to detail, risk awareness, and sound judgment
• Congfident stakeholder management skills, with experience engaging clients, external advisors, and cross‐functional internal teams
• Working knowledge of FATCA, CRS, withholding processes, and investor tax documentation, including Forms W‐9 and W‐8 series
• A continuous‐improvement mindset, with the ability to implement scalable solutions and contribute to automation initiatives
• Strong communication, leadership, and people‐development capabilities
• Advanced proficiency in Excel and Microsoft Office