Tax Compliance Specialist

LOCATION:      55 Railroad Ave, Greenwich CT (Hybrid work schedule, 3 days per week in office)

​Viking Global Investors LP is a global investment firm founded in 1999.  We manage more than $37 billion of capital for our investors across long/short, long-only, and liquid/illiquid strategies.  We have more than 280 employees and offices in Greenwich, New York, Hong Kong, London, and San Francisco. 

JOB FUNCTION

The Tax Compliance Specialist will have direct responsibility for hedge fund tax compliance.  The Tax Compliance Specialist should have a general background and understanding of various types of alternative investment fund structures and tax knowledge of 704(c) allocations, stuffing, tax waterfalls, wash sales, constructive sales, qualified dividend analysis, 1233 adjustments, straddles, 1256 contracts, swaps, flow through K-1s, UBTI and side pocket allocations.  Experience in PE and State & Local taxation a plus.

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

• Review of complex onshore tax allocations and securities adjustments for hedge funds/private equity fund.
• Review of federal/state/international partnership, corporate and composite tax returns.
• Review and/or Preparation of investor tax estimates and other tax reporting.
• Review of foreign and domestic SPV tax accruals, projections, and tax estimates.
• Timely response and coordination of federal and state tax notices.
• Maintain diligent tax payment and refund records.
• Work closely with accounting and outside vendors to streamline information flows and processes.
• Research and summarize tax compliance topics for the funds and special purpose vehicles as needed.

QUALIFICATIONS

The ideal candidate will have:

• Bachelor’s degree, CPA required.
• 5+ years of tax experience in public accounting or equivalent with concentration in hedge fund/private equity.
• Attention to detail and commitment to accuracy.
• Excellent analytical and problem-solving skills, including a ready ability to identify issues and errors.
• Organized, results-based approach to project management.
• Strong interpersonal and communication skills.
• Proficiency in Excel and drive to obtain maximum leverage from systems.

The ideal candidate possesses the following traits:

• Attention to detail
• Focus on efficiency
• Accountability
• Intellectual curiosity

Viking is an equal opportunity employer. Questions about your candidacy and requests for reasonable accommodation in the recruitment process should be directed to [email protected].