Tax Principal

4 days ago

New York, New York, United States GCM Grosvenor Full time

Job Summary

The Tax Principal role at GCM Grosvenor is a critical position that requires a high level of expertise in tax management. As a key member of the Tax team, you will work closely with the Tax Executive and Managing Directors to manage all tax aspects of the Private Markets business, including private equity, co-investments, infrastructure, secondaries, and real estate.

Key Responsibilities

  • Coordinate with the Tax team to manage the Global tax compliance process for investment partnerships and accounts managed by the firm, including Federal, State, and International tax reporting.
  • Lead tax process improvement projects using different tax technology solutions, collaborating with various Departments to increase efficiency and risk management.
  • Communicate regularly with Fund Finance and Treasury executives to implement strategies for improving the transfer of information between groups, including the tracking, booking, and processing of tax payments and refunds.
  • Research tax technical issues and articulate findings in a manner suitable for the audience.
  • Work with service providers to stay abreast of legislative and regulatory tax changes and communicate tax developments to management team.
  • Review tax deliverables with a focus on accuracy and timeliness.
  • Draft client correspondence and participate in communications with clients, as needed.
  • Review fund structures of underlying fund investments for domestic and foreign entities and identify tax filing and income reporting requirements.
  • Review partnership allocations of income for investment partnerships and issue K-1s to investors.
  • Perform related duties as assigned, including handling tax notices, updating tax forms, and responding to investment tax questionnaires.

Requirements

  • CPA required, BA/BS in Accounting, MST preferred, minimum 3.5 GPA.
  • Minimum of 8 years public and/or private tax experience required, preferably a public/private mix.
  • Proficient user in Microsoft Excel with the ability to efficiently manage large datasets required.
  • Expertise in federal and state returns for domestic and foreign partnerships and corporations.
  • Expertise in international tax, including experience with PFICs, CFCs, ECI/FDAP/FIRPTA withholding.
  • Experience with FATCA/CRS reporting a plus.
  • Experience with Alteryx, Power Automate, or Power BI a plus.
  • Strong organizational/project management skills and detail-oriented mindset.
  • Excellent communication skills - both written and oral.
  • Demonstrated initiative and ability to work in a fast-paced, changing environment.
  • High degree of integrity.
  • Positive attitude and strong work ethic.
  • Ability to balance multiple concurrent projects.
  • Demonstrated ability to work effectively as part of a team.
  • Must be resourceful and capable of developing a network of effective relationships with a variety of service providers and internal professionals across departments.

What We Offer

GCM Grosvenor offers a comprehensive benefits package, including a competitive annual base salary range of $150,000 - $185,000, discretionary bonus opportunities, and a culture of empowerment, accountability, high performance, and trust.

Our Culture

We are a culture of empowerment, accountability, high performance, and trust. Successful team members are self-motivated and energized by working alongside thoughtful and smart colleagues in a fast-paced environment. Individuals who thrive on this team enjoy being a part of an organization focused on excellence.

Diversity, Equity & Inclusion

A diverse, engaged team is critical to our ability to successfully create and deliver value to our clients. We are committed to creating an inclusive environment where diverse professionals can thrive professionally, and we are dedicated to training, retaining, and promoting minorities, women, LGBTQ employees, veterans, and individuals with disabilities.

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