Analyst (or Junior Analyst), Tax Operations

2 weeks ago

Chicago, United States Golub Capital Full time
Position Information

Hiring Manager:
Assistant Vice President
Department:
Investor Communications
Department Overview

The Investor Communications Group supports the Firm's capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group also collaborates closely with department leadership, various lines of business as well as the Business Development and Marketing Tams to develop and execute plans in line with business objectives.

Position Responsibilities

The Analyst (or Junior Analyst) will join the Firm's growing Investor Communications Department within the Tax Operations Team. Investor Communications serves as a key point of contact to the Firm's investor base and this role requires a motivated individual who is proactive, is able to manage tight deadlines and is very detail-oriented. This position will be heavily focused on supporting relevant tax aspects of onboarding and maintaining investor relationships. This role will collaborate heavily with, but operate separately from, the Firm's Tax Department which has primary responsibility for defining and executing tax filing and reporting compliance.

Responsibilities include, but are not limited to:
  • Ensuring compliance with IRS regulations related to US tax information reporting
  • Ensuring compliance with international tax regimes such as Cayman Islands and Ireland FATCA / CRS
  • Maintaining data integrity as it relates to tax data being used for internal tracking, external facing reports and tax filings
  • Supporting business groups (e.g., Investor Partner Group and Direct Lending) under an established Service Level Agreement to ensure continuity across all business processes including tax form validation, addressing client inquiries, withholding and reporting
  • Partnering with the Operations Team to develop and standardize an information reporting process involving 3rd party lenders for syndicated loans
  • Supporting the Tax Team by providing data that is required to complete filings such as K-1, 1099 and 1042-S reporting
  • Collaborating with Accounting, Tax and External Service Provider Teams to produce tax filings for US FATCA (Form 8966), Cayman Islands FATCA / CRS and Ireland FATCA / CRS
  • Collaborating with Technology Solutions Team on system process improvements and quality controls
  • Managing Onboarding Due Diligence (W-9, W-8 and FATCA / CRS Self-Certification validation), Client interaction (communicate effectively with clients on tax related matters pertaining to investor onboarding or ongoing investor data management) and Tax Data Management (tax form data entry / tax status and classification)
Candidate Requirements

Qualifications & Experience:
  • Bachelor's degree required
  • At least 1 years of relevant experience
  • Experience working with / understanding of FATCA, CRS and IRS information reporting
  • Familiarity with tax form validation (specifically W-9 and W-8 validation)
  • Meticulous attention to detail and accuracy
  • Excellent organizational and prioritization skills
  • Demonstrated ability to work well both independently and as part of a team
  • Proficient in MS Office products, specifically Word and Excel
  • Knowledge of Microsoft Dynamics a plus
  • Abide by the work-in-office policy then in effect
Critical Competencies for Success

Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.
  • Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
  • Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
  • Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.
  • Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.
  • 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.


Compensation & Benefits
Compensation will be commensurate with experience. Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k).
Golub Capital is an Equal Opportunity Employer.

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