Senior Tax Associate

5 days ago

Chicago, Illinois, United States Monroe Capital Corporation Full time
Job Summary

Monroe Capital Corporation is seeking a highly skilled Senior Tax Associate to join our team. As a key member of our tax department, you will be responsible for assisting the Tax Manager in overseeing the day-to-day tax functions for our fund structures, which include 30+ closed-end private investment funds and two (2) business development companies (BDCs).

Key Responsibilities
  • Assist 3rd Party Service Providers: Collaborate with external service providers to complete tax compliance work, including preparation and timely filing of tax returns for partnerships, and coordinate timely payment of all estimated tax payments and/or filing of requests for extensions, both domestically and internationally.
  • Complex Partnership Tax Structures: Understand and review complex partnership tax structures and transactions, with a strong ability to review and prepare partnership allocations, including preferred return and carried interest calculations.
  • LLC Agreements and Distribution Waterfall Mechanics: Familiarize yourself with complex limited liability company (LLC) agreements and distribution waterfall mechanics.
  • Research and Communication: Research tax issues, understand implications of investment decisions, and prepare communication of conclusions to senior management.
  • Interaction with Tax Authorities: Assist in the interaction with the IRS as well as foreign and state tax authorities.
  • Policies and Procedures: Assist in the development of policies and procedures to ensure consistent and accurate information is produced.
  • Relationship Management: Assist in managing relationships with third parties, including portfolio company contacts, for K-1 questions, tax distributions, and estimates.
  • Customer Service: Maintain a strong customer service focus with our Limited Partners, ensuring timely and accurate responses to questions and requests, along with distribution of 1,000s of K-1s and 1099s.
  • Tax Forms and Documentation: Prepare and maintain tax forms (W-9, W-8, etc.) for 100s of entities, including preparation and filing of Forms 8832 where necessary.
  • Investor Relations: Assist the Investor Relations team with review of tax documentation for investor onboarding and affiliate transfer.
Requirements
  • Professional Experience: Minimum 5 years of professional work experience in public accounting (or similar experience).
  • Education: Bachelor's degree in Accountancy and/or Finance; CPA preferred.
  • Financial Services Tax Experience: Experience with financial services tax, accounting, or financial reporting.
  • Partnership Taxation Experience: Experience with partnership taxation, international tax, or other relevant tax experience.
  • Microsoft Excel Skills: Strong ability/knowledge of Microsoft Excel features.
  • Accounting and Analytical Skills: Must be very intelligent, a fast learner, extremely detail-oriented, and thorough, with basic accounting and analytical skills.
  • Partnership Tax Return Review: Must have experience reviewing partnership tax returns, partnership agreements, partnership allocations, and carried interest allocations.

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