Senior Officer, Tax Services
IQ-EQ View all jobs
- Hyderabad, Telangana
- Permanent
- Full-time
We're a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.
We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world's top 15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We're driven by our Group purpose, to power people and possibilities.Job DescriptionJob Summary:
We are seeking an experienced tax professional to join our team as a Senior Officer specializing in U.S. partnership taxation for private equity structures. The ideal candidate will have deep technical expertise in partnership tax compliance and advisory, with a strong understanding of private equity funds, management companies, and general partners
Responsibilities / Key competencies for the position
- Prepare and review U.S. federal and state partnership tax returns (Form 1065), related schedules (K-1, K-2/K- 3) and corporation returns (Form 1120)
- Prepare tax workpapers based on client-provided financial data
- Ensure accurate and timely filing of tax returns for private equity funds, management companies, and GPs.
- Manage quarterly, annual tax estimates and extensions
- Provide technical guidance on partnership allocations, basis calculations, and carried interest.
- Support tax planning strategies to optimize after-tax returns for investors and partners.
- Stay updated on U.S. tax regulations, IRS guidance, and legislative changes impacting private equity.
- Identify opportunities for automation and efficiency in tax compliance processes.
- Implement best practices for documentation and internal controls.
- Ensure all review tasks assigned are up to date and delivered on time based on the planning in place.
- Proactively inform the reporting line for any work that cannot be executed as planned highlighting where changes may be needed in planning assumptions.
- Use professional judgment to assess when to escalate an issue promptly.
- Demonstrate ownership of his/her own development, highlighting when and where additional support and development is required.
- Perform any other related duties that may from time to time be required which are appropriate for the role and business needs
- Bachelor's degree in accounting, Finance.CA, MBA, CMA or CPA or equivalent preferred.
- Minimum 6 years or above experience in U.S. partnership taxation with a focus on private equity.
- Strong knowledge of Subchapter K, partnership allocations, and related regulations.
- Proficiency in tax compliance software (e.g., GoSystem) and advanced Excel skills.
- Excellent analytical, communication, and leadership abilities.
- Demonstrated Microsoft Office skills
- Research, analysis and problem resolution skills.
- Ability to communicate professionally through effective verbal and written skills.
- Organizational skills and detail oriented.
- Ability to manage time efficiently and effectively.
- Ability to work in a team environment.
- The ability to meet deadlines and work under pressure.
- Proactive self-starter who is detail and goal oriented.
- Flexible to work in US Shifts.
In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder is expected to demonstrate the following:
- Accountability
- Work ethics
- Attention to detail
- Proactivity
- Positivity
- Integrity
- Accuracy
- Discipline
- Reliable and trustworthy