The Tax team at Lexington is comprised of 5 dedicated professionals in New York. The primary responsibility of the group is managing the day-to-day accounting of all Lexington management company investments
What are the ongoing responsibilities of a Tax Specialist?Assisting in the review of workpapers for U.S. federal, state, and local tax returns
Assisting in the review of foreign tax reporting
Assisting in the investor due diligence and onboarding processes
Ongoing collection, tracking and monitoring investor forms and data to be used in FATCA and CRS reporting
Ongoing collection, tracking and monitoring of tax reporting from underlying investments via Canoe
Responding to various IRS, state, and local tax notices
Coordinating with external service providers to ensure timely completion of deliverables
Communicating and responding to various investor tax requests
What ideal qualifications, skills & experience would help someone to be Successful?Bachelor’s degree or higher in finance, accounting, or business from an accredited college or university with a strong academic track record
Minimum of 4 years of relevant experience at a financial institution or big 4 accounting firm
Experience in U.S. or private equity taxation is preferred
Fluency in English with excellent written and verbal communication skills
Strong proficiency with Microsoft Excel
Strong work ethic and proactive, positive attitude in a fast-paced environment with enthusiasm for expanding knowledge
Team-oriented, energetic self-starter with ability to collaborate cross-functionally across an organization as well as part of a team
Ability to support multiple projects with tight deadlines
Strong interpersonal, problem solving, analytical, and troubleshooting skills
Job Level - Individual Contributor
Work Shift Timings - 2:00 PM - 11:00 PM IST