Company Background:
This company is one of the most experienced global growth private equity firms. They have extensive years of experience helping to scale companies in targeted sectors within their five core industries of technology, healthcare, financial services, consumer and business services. The company invests in profitable, growing companies with opportunities for sustained growth.
The company’s global team have one core objective: to help build great companies. The company’s culture encourages collaboration and creating opportunities. As a partner to their portfolio companies, they believe their deep domain experience and dedicated resources allow them to identify strategic acquisitions, recruit high-impact talent and provide targeted, informed guidance, market intelligence, and strategic and tactical support, helping companies accelerate growth and achieve lasting shareholder value.
This company is an equal opportunity employer committed to diversity and inclusion. The firm is pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Native American status or any other legally-protected factors.
Position Overview:
Reporting to the Director of Tax and Tax Team, the Tax Coordinator will be responsible for all support functions for the Company Tax team, a team of five professionals. The ideal candidate will be able to handle confidential information with the utmost professionalism.
Specific Responsibilities Include:
Support day-to-day flow of information between tax team, corporate accounting and their accounting firms
Partner with corporate accounting and their accounting firms to ensure tax payments are made electronically or through check requests
Coordinating with tax team, corporate accounting and operations team to ensure tax returns are mailed timely
Responsible for working directly with the consulting firms to provide them with various information needed to prepare and file tax returns and extensions
Assist with maintaining LP information for K-1, FATCA and CRS reporting
Assist with posting tax information for LPs on a web portal
Responsible for requesting and reviewing checks associated with tax payments and other agency payments
Assist with gathering LP information for FATCA, CRS, US and State tax reporting
Responsible for reviewing and responding to tax notices, which a consulting firm helps keep track of as well. Not limited to corresponding with the IRS and/or the state in which the notice pertains to and writing letters to abate the notices and/or mailing the payments.
Assist in FATCA/CRS/1042 compliance which includes but is not limited to, solicitation, organization, and review of all Forms W-8 and W9
Responsible for assisting in various tax department mailings
Handle information in the form of reports, correspondence, and conversations, in a manner, which ensures confidentiality
The responsibilities of a Coordinator are those articulated by TA and by those you support, including without limitation:
Handle personal and confidential information with the utmost professionalism
General administrative support including:
Maintain and organize files
Answer phones
Copying, faxing, filing, scanning, mailing overnight/shipping as required
Proactively schedule conference rooms, hotel rooms, equipment, meals, and other logistics as needed
Data entry and management
Manage DocuSign and hard copy employee signatures on periodic annual certifications and acknowledgments
Prepare, edit and manage PowerPoint presentations as needed
Create charts in Word and Excel and manage on-going data entry
Make travel arrangements (domestic & international) including flight reservations, hotel accommodations, car service, visa applications, etc.
Process expense reports for reimbursement
Assist with ad hoc projects as needed
Job Qualifications:
Bachelor’s degree, strong academic credentials
2-5 years post undergraduate experience
Experience in previous tax or accounting support roles preferred
Characteristics of an Outstanding Performer:
Ability to handle confidential information with discretion
Ability to juggle multiple assignments at once in a fast-paced environment
Great attention to detail and strong organizational skills
Proactive approach to daily work and projects; strong work ethic
Team player who can also work independently with an excellent attitude
A hard worker who is motivated to do whatever it takes to get the job done
A dedicated, detail-oriented, enthusiastic, and energetic professional who has:
A high degree of service orientation towards everyone inside and outside the organization
A high standard of integrity, character, and professionalism
An ability to prioritize workflow in a challenging and evolving environment
Solid communication skills, both written and verbal
Strong analytical, organizational, and interpersonal skills
Strong MS Office skills, including Word, Excel, and PowerPoint
Other Requirements:
The Firm is requiring all of its new employees who regularly work at the Firm’s offices or attend Company-related events/meetings to be vaccinated against COVID-19. However, when an employee cannot be vaccinated because of a disability or a sincerely held religious belief, practice or observance, the Firm will consider whether a reasonable accommodation is required by applicable law. If you believe that you cannot be vaccinated because of a disability or a sincerely held religious belief, practice or observance, you may request an accommodation. Otherwise, you will need to provide proof of your COVID-19 vaccination prior to commencing employment.
Compensation and Benefits:
A highly competitive package that includes a base salary plus annual performance bonus.
Company currently pays 100% of medical, dental, disability and life insurance coverages.
Company currently contributes 15% of compensation to employee-directed retirement