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**Tax Professional | Mutual Fund/ETF Taxation & Reporting | Vice President | New York, NY** - **Responsibilities:** Review externally prepared tax returns and global income tax provisions for investment funds. Oversee qualification tests, manage tax provision process, and collaborate with external advisors and internal stakeholders. - **Required Skills/Experience:** CPA preferred, 8-12 years post-qualification tax experience, strong tax and tax accounting knowledge of funds, excellent communication skills, ability to manage multiple tasks, flexible, and quick learner. - **Technologies/Tools:** US GAAP/ASC 740, fund accounting, derivatives, swap agreements, foreign currency transactions. - **Seniority Level:** Vice President
- Compensation
- $100,000 – $265,000 USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
OUR IMPACT
Global Tax is a team of specialists charged with managing the firms worldwide taxes. Global Tax analyzes and supports the activities, operations, reporting obligations, and transactions of the firms business lines to ensure that tax consequences and reputational risks are evaluated appropriately. Our work contributes directly to the firms success, and Global Tax is ideal for creative and collaborative individuals who have strong ethics and attention to detail.
YOUR IMPACT
An opportunity has arisen in Global Tax for a tax professional to review externally prepared tax returns and global income tax provisions primarily related to investment funds within Goldman Sachs Asset Management. Goldman Sachs is one of the leading investors in alternatives globally, with over $4 trillion in assets under supervision and more than 30 years of experience. The business invests in the full spectrum of regulated and alternatives including private equity, growth equity, private credit, real estate, infrastructure, hedge funds, mutual funds and ETFs. This position will involve significant interaction with Controllers and Global Tax as well as outside service providers (law firms, accounting firms, fund administrators), and will require strong tax and tax accounting knowledge of funds.
If you are a self-starter who is excited by the prospect of working in a fast-paced environment, this role will appeal to you.
Primary responsibilities
- Review Subchapter M and Excise tax provisions, tax returns, and financial statement tax disclosures.
- Oversee/Monitor qualification tests (income, asset diversification, and distribution requirements) to maintain RIC status
- Manage the tax provision process, including the calculation of investment company taxable income, net capital gains, and deferred tax assets/liabilities in accordance with US GAAP/ASC 740
- Manage the calculation and distribution of excise taxes and capital gain distributions, collaborating closely with fund administrators
- Serve as a key point of contact for external advisors and accounting firms
- Liaise with various internal stakeholders including portfolio management, fund accounting, legal, and compliance teams, as well as tax colleagues both in the US and EMEA
Required qualifications, experience, and skills
- Professionally qualified CPA preferred
- 8-12 years post-qualification tax experience at a leading firm
- Knowledge of financial reporting requirements, accounting for income taxes, and tax disclosures for registered investment companies
- Strong understanding of the tax treatment of complex securities, derivatives, swap agreements, and foreign currency transactions
- Knowledge of fund level tax compliance as well as the impact and tax requirements of various fund tax structures
- Excellent communication skills with an ability to influence senior business stakeholders and make decisions
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Flexible and able to learn quickly
