Officer 3, Tax Services

Company Description

ABOUT IQ-EQ

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. 

We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top 15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities.

Job Description

This role is responsible for managing U.S. partnership tax compliance and reporting activities for private equity funds, management companies, and general partners. The position involves preparing and reviewing complex tax returns, supporting tax planning initiatives, and ensuring compliance with U.S. federal and state tax regulations. The successful candidate will work closely with clients and internal teams to deliver accurate, timely, and high-quality tax services while maintaining strong technical expertise in partnership taxation and private equity structures.

What You'll Do

• You'll prepare and review U.S. federal and state partnership tax returns (Form 1065), Schedules K-1, K-2/K-3, and corporate tax returns (Form 1120).
• You'll prepare tax workpapers, manage tax estimates and extensions, and ensure timely and accurate tax filings for private equity entities.
• You'll apply knowledge of Subchapter K and partnership allocation rules to support complex tax compliance requirements.
• You'll research U.S. tax regulations, IRS guidance, and legislative updates impacting private equity funds and their investors.
• You'll support tax planning initiatives, strengthen documentation standards, and drive process improvements across tax operations.

WHAT WE OFFER:

• Competitive Total Rewards Package: Comprehensive annual compensation including basic salary, HRA, special allowance, provident fund contributions, gratuity, internet allowance, and food allowance.
• Health & Insurance Coverage: Medical insurance, group term life insurance, and group personal accident insurance for financial security and peace of mind.
• Allowances & Support: Transportation or transportation allowance and shift allowance to support work flexibility and commuting needs.
• Paid Time Off: Generous paid leave to support work–life balance.

Qualifications

• You have a Bachelor's degree in Accounting, Finance, or a related field with a minimum of 4 years of experience in U.S. partnership taxation.
• You have strong experience supporting private equity funds, management companies, and general partner tax compliance activities.
• You have sound knowledge of Subchapter K, partnership allocations, and related U.S. tax regulations.
• You have experience using tax compliance software such as GoSystem and possess advanced Excel skills.
• You have strong analytical, communication, research, and problem-solving skills and are comfortable working in U.S. shifts within a deadline-driven environment.

Additional Information

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

As a forward-looking business, sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support female managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our client’s sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.