Senior Tax Compliance SpecialistStamford, CT

Senior Tax Compliance Specialist

Viking Global Investors LP is a global investment firm founded in 1999. We manage more than $50 billion of capital for our investors across public equity, private equity, and credit and structured capital investment strategies. We have more than 275 employees and offices in Stamford, New York, Hong Kong, London, and San Francisco.

LOCATION : 600 Washington Boulevard, Stamford, CT

Job Function

The tax professional will have direct responsibility for hedge fund and private equity tax compliance. The candidate should have a thorough background and understanding of the international, federal, and state & local taxation of various types of alternative investment fund structures.

The role will report into the Head of Tax Compliance. Responsibilities may include, but are not limited to :

• Review of complex tax allocations and securities adjustments for hedge and private equity funds. Including, but not limited to 704(c) / (b) allocations, PE tax waterfalls, stuffing, wash sales, constructive sales, qualified dividend analysis, 1233 adjustments, straddles, 1256 contracts, swaps, flow through K-1s, UBTI.
• Review of international, federal, and state & local partnership, corporate and composite tax returns.
• Review and / or preparation of investor tax estimates and other tax reporting, including PTET.
• Review of foreign and domestic SPV tax accruals, projections, and tax estimates.
• Review of regulatory filings such as FBAR, CbCR, FATCA and CRS.
• Timely response and coordination of federal and state tax notices.
• Oversee and maintain diligent tax payment and refund records.
• Work closely with accounting and outside vendors to streamline information flows and processes.

Qualifications

The ideal candidate will have :

The ideal candidate possesses the following traits :

Viking is an equal opportunity employer. Questions about your candidacy and requests for reasonable accommodation in the recruitment process should be directed to recruiting@vikingglobal.com.