Senior Tax Compliance Specialist

​JOB FUNCTION

The tax professional will have direct responsibility for hedge fund and private equity tax compliance.  The candidate should have a thorough background and understanding of the international, federal, and state & local taxation of various types of alternative investment fund structures. The role will report to the Head of Tax Compliance.

Responsibilities may include, but are not limited to:

• Review of complex tax allocations and securities adjustments for hedge and private equity funds. Including, but not limited to 704(c)/(b) allocations, PE tax waterfalls, stuffing, wash sales, constructive sales, qualified dividend analysis, 1233 adjustments, straddles, 1256 contracts, swaps, flow through K-1s, UBTI.
• Review of international, federal, and state & local partnership, corporate and composite tax returns.
• Review and/or preparation of investor tax estimates and other tax reporting, including PTET.
• Review of foreign and domestic SPV tax accruals, projections, and tax estimates.
• Review of regulatory filings such as FBAR, CbCR, FATCA, and CRS.
• Address investor tax inquiries and prepare related tax reporting to support investor relations team.
• Oversee and maintain diligent tax payment and refund records.
• Collaborate with Fund Accounting, Investor Relations, Legal and Operations teams on various business matters.
• Partner with Viking’s Technology team on automation and process improvement initiatives.

QUALIFICATIONS

The ideal candidate will have:

• Bachelor’s degree required; CPA preferred.
• 6+ years of tax experience in public accounting or equivalent with concentration in hedge fund/private equity.
• Strong desire to learn and embrace challenges. Actively seeks feedback as an opportunity for improvement and continuously pursues new skills and knowledge.
• Proven ability to prioritize, manage, and clearly communicate plans to handle multiple concurrent deliverables.
• Commitment to establishing best practices with recognition that this requires continual process evolution.
• Excellent communication and interpersonal skills and an ability to communicate confidently to internal and external stakeholders.
• Demonstrated ability to implement quality control and maintain security of confidential information.
• Excellent analytical and problem-solving skills, including a ready ability to identify issues and errors.
• Organized, results-based approach to project management.
• Proficiency in Excel and drive to obtain maximum leverage from systems.

The ideal candidate possesses the following traits:

• Adaptability and proactiveness:Demonstrates resilience and initiative in a fast-paced environment and eagerly embraces a “roll up your sleeves and get the work done” attitude. Able to effectively handle multiple priorities and unexpected challenges with a hands-on approach
• Accountability: ownership of individual responsibilities and work product
• Process-orientation: deeply organized, a strong attention to detail and an eagerness to continually improve
• Team orientation: an ability to work independently as well as collaboratively, and an openness to feedback when developing new content and approaches
• Intellectual honesty and sound judgement:  an ability to see the truth, even amidst confusion and conflict, as well as the courage to question the status quo
• Excellent written and verbal communication skills: an ability to articulate our work and values to various internal and external audiences in a clear, concise, and consistent manner
• Strategic thinking: an ability to understand the bigger picture and identify opportunities for creative or innovative thinking and approaches.
• Leadership:  an ability to articulate a vision and drive consensus and progress across a variety of teams and departments.

Viking is an equal opportunity employer.  Questions about your candidacy and requests for reasonable accommodation in the recruitment process should be directed to [email protected].