Tax Compliance - Analyst.

iCapital is powering the worlds alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients.

iCapital services approximately $187 billion in global client assets invested in 1,504 funds, as of April 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023);

a three-time winner of MMI / Barrons Solutions Provider award (See link below).

About the Role

iCapital is looking to hire a Tax Compliance Analyst to join the Fund Finance Central Services team. This position will service hedge & private equity fund of fund & access fund vehicles (the funds) in conjunction with third-party administrators & tax preparers to ensure timely tax reporting & communication, as well as drive continuous improvement throughout the processes.

Responsibilities

• Responsible for supporting the internal tax team members in managing various tax-related correspondence from federal, state & local, & international sources.
• Manage sorting, scanning, & logging tax notices in a timely & accurate manner, ensuring that all relevant information is captured & stored in our database.
• Work with third parties to coordinate tax documentation between various providers.
• Responsible for coordinating the tracking & retrieval of tax estimates, K-1s, State K1s, PFICs, & all tax documents for our third-party preparers
• Responsible for setting up & maintaining online business accounts with various state taxing authorities.
• Create & maintain investment portal access for portfolio investments across multiple funds
• Manage mail including return mail, creation & printing of mailing labels & prepare USPS certified mail receipts for tax-related correspondence, following the appropriate postal regulations & standards.
• Communicate updates & feedback on the status of tax notices & resolving issues or queries that may arise on a timely basis.
• Coordinate closely with Fund Finance teams to streamline the payment process, ensuring efficiency & compliance with financial regulations, & responsible for timely & accurate submission of tax payments through both payment checks and / or online portals.
• Monitor tax email distribution lists & email boxes to ensure timely responses to inquiries.

Qualifications

• Bachelors degree
• Strong Excel skills
• Comfortable learning new systems & technology
• Willing to learn new topics & work in an evolving business environment
• Organized, self-motivated, & detail-oriented with ability to see the big picture
• Passionate about being a part of our iCapital team & representing our company with integrity, dignity, & pride

Benefits

The base salary range for this role is $65,000 to $75,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, & an annual performance bonus.

Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, & virtual mental health counseling, parental leave, & unlimited paid time off (PTO).

We believe the best ideas & innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day.

Every department has different needs, & some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit Twitter : @icapitalnetwork LinkedIn : Awards Disclaimer :

iCapital is proud to be an Equal Employment Opportunity & Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.