Overview
Key hire in India for a US tax professional on a hedge fund finance team, reporting to the Senior Tax Manager in London and collaborating with the wider Finance team.
What you'll do
- Assist with the preparation and review of U.S. federal and state tax filings for partnerships and corporations.
- Coordinate with and manage external tax advisors on fund returns.
- Support annual Schedule K-1 and PFIC preparation and investor tax reporting.
- Assist with the preparation and review of UK Reporting Fund compliance.
- Assist with the preparation and review of tax filings for partnerships and corporations for the Global Management Company.
- Coordinate with and manage external advisors on partnership and corporate tax returns.
- Prepare quarterly tax payment calculations for each corporate entity.
- Prepare VAT, GST and Sales & Use tax returns.
- Prepare transfer pricing local files each financial year.
- Prepare and review tax-related disclosures for each entity's financial statements.
- Support FATCA/CRS compliance and investor documentation (Forms W-8/W-9).
- Monitor FIN48 (ASC 740-10) tax exposure for the funds on a daily basis.
- Prepare U.S. withholding tax filings (e.g., Forms 1042/1042-S) and monthly reporting to brokers.
- Monitor global tax developments affecting fund structures.
- Conduct research on tax issues impacting Caxton management and fund structures.
- Support ad hoc projects related to tax strategy, investor queries and regulatory changes.
- Enhance tax processes, controls, and reporting frameworks.
- Partner with operations, accounting, and legal teams to ensure alignment on tax matters.
What you'll need
- Bachelor's degree and qualified accountant or tax advisor, preferably Big 4 trained.
- 5+ years of experience in financial services tax.
- Solid understanding of fund and corporate taxation.
- Strong Excel and financial modeling skills.
- Self-starter who takes initiative and plays as a team.
- Diligent, organized and accountable.
- Strong written and verbal communication.
- Keen desire to learn and grow.
- Ability to develop strong working relationships with other departments.
- Ability to manage multiple projects and deadlines and persist in a fast-paced environment.
- Displays and operates at the highest degree of ethics and integrity.
Nice to have
- Experience with accounting software.
Details
- Location: Bengaluru, Karnataka, India.
- Reports to the Senior Tax Manager in London.
Read the full description and apply on the company’s own careers page.