Tax Compliance Specialist
2 days ago
Overview
">iCapital is a leading financial technology platform that powers the world's alternative investment marketplace. With a strong presence in the industry, we offer innovative solutions for advisors, wealth management firms, asset managers, and banks.
Job Summary
We are seeking a skilled Tax Compliance Analyst or Associate to join our dynamic Fund Tax team. As a key member of the team, you will be responsible for providing essential support through various administrative tasks associated with federal and state tax reporting and filing for structured funds.
About the Role
This role presents a valuable opportunity to develop project management skills, acquire fundamental knowledge of federal and state taxation for structured funds, and play a key role in ensuring the efficiency and precision of our tax compliance operations.
Responsibilities
- Support the internal Tax team in managing various tax-related correspondence from federal, state, local, and international sources.
- Sort, scan, and log tax notices accurately and timely, ensuring all relevant information is captured and stored in our database.
- Coordinate tax documentation between various providers.
- Track and retrieve tax estimates, K-1s, State K1s, PFICs, and all tax documents for third-party preparers.
- Create and maintain investment portal access for portfolio investments across multiple funds.
- Manage mail, including return mail, creation and printing of mailing labels, and preparation of USPS certified mail receipts for tax-related correspondence, following postal regulations and standards.
- Coordinate closely with fund finance teams to streamline the payment process, ensuring efficiency and compliance with financial regulations, and submit tax payments timely and accurately through both payment checks and/or online portals.
- Monitor tax email distribution lists and email boxes to ensure timely responses to inquiries.
- Develop and implement procedures to improve operational efficiency within the Tax Compliance team.
- Assist in the preparation and review of tax compliance reports and documentation.
Qualifications
- Bachelor's degree
- Strong Excel skills
- Comfortable learning new systems and technology
- Willing to learn new topics and work in an evolving business environment
- Organized, self-motivated, and detail-oriented with the ability to see the big picture
- Passionate about being a part of our iCapital team and representing our company with integrity, dignity, and pride
Benefits
The base salary range for this role is $75,000 to $110,000. We offer a comprehensive compensation package that includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a generous benefits package that includes an employer matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO).
Work Environment
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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