Description

An internationally focused investment group with a significant global footprint is looking to appoint a Senior Associate specialising in US tax compliance. This role sits within a centralised tax function that oversees compliance for a large and highly diversified investment platform.
This opportunity is ideal for a technically strong US tax professional seeking broader exposure, ownership, and the chance to contribute to the development of a sophisticated, forward‑looking tax operating model.

Role Overview

The successful candidate will take a leading role in the coordination and oversight of US federal and state tax compliance across a complex portfolio of investment-holding entities. These entities span multiple legal forms and jurisdictions and support investments across alternative asset classes.
Rather than focusing on preparation, the role is centred on governance, review, coordination, and risk management, working closely with external advisors and internal stakeholders worldwide. The position also offers increasing involvement in process optimisation, systems enhancement, and cross-border initiatives as the function continues to evolve.

Key Responsibilities

• Act as the primary internal contact for US tax compliance matters, covering federal and state obligations for a wide range of entity types, including corporate, partnership, and real estate investment structures.
• Oversee the end-to-end compliance cycle, ensuring accurate and timely filings and payments across a substantial portfolio.
• Manage relationships with external tax advisors and service providers, monitoring performance, quality, and delivery standards.
• Coordinate the flow of information between internal teams, third parties, and advisors to support efficient and well-controlled compliance processes.
• Review tax filings and related deliverables prepared by external providers, applying a strong quality-control lens and escalating issues where appropriate.
• Track deadlines, maintain compliance calendars, and ensure documentation is properly maintained within internal systems.
• Identify emerging compliance risks and proactively work with stakeholders to resolve issues before they escalate.
• Contribute to the continuous improvement of tax processes, controls, and technology, including the use of automation and advanced digital tools.
• Monitor relevant legislative and regulatory developments and assess their potential impact on the group's US tax obligations.
• Support broader finance and tax initiatives, including cross-functional and cross-border projects.
• Following a structured onboarding period, progressively expand scope to include selected non‑US compliance areas, with training provided.

Candidate Profile

• Academic background in tax, accounting, or a related discipline; a US professional qualification is advantageous.
• 5+ years of experience in US tax compliance, ideally gained within a top-tier professional services or advisory environment, with exposure to investment or asset-holding structures.
• Strong technical understanding of US federal and state tax rules affecting corporations, partnerships, and real estate-related entities.
• Experience working with large, institutional or internationally structured investors is beneficial but not mandatory.
• Highly organised with strong coordination and project management capabilities.
• Confident communicator, comfortable interacting with senior stakeholders and external advisors across jurisdictions.
• Self-directed, detail-oriented, and comfortable operating in a complex, multi-entity environment.