Acuity Knowledge Partners - Delivery Lead / Manager - US Taxation

About the Role : This role focuses on providing end-to-end U.

tax compliance and advisory support for clients across Fund of Funds, Private Credit, and Private Equity structures.

Key Responsibilities :

• Annual Compliance & Filings : Coordinate and review annual U.S tax filings (Federal and State) for partnerships, including preparation and validation of Form 1065, Schedule K-1s, and related disclosures.
• Quarterly Estimates : Calculate and file quarterly estimated tax payments; manage work papers and reconciliations for entities under review.
• GAAP Audit Support : Support tax provisions and related disclosures for GAAP audits, including deferred tax calculations and footnote documentation.
• K-1 Tracking & Review : Monitor and track inbound K-1s for Fund of Funds clients; review and analyse tax information to ensure accurate reporting and downstream investor allocations.
• Tax Playbooks & Equity Structuring : Prepare and maintain equity playbooks and tax memos for deal structuring, focusing on proper characterization of income, waterfall models, and tax-efficient distributions.
• Notices & Tax Authority Correspondence : Review, escalate, and respond to IRS and state tax authority notices.
• Coordinate with external tax advisors and legal counsel as required.
• Tax Form Management : Prepare and update U.S tax forms (e.g , W-8BEN-E, W-9, Form 8804 / 8805); ensure documentation is complete, accurate, and regulatory-compliant.
• Withholding & Exemptions : Analyse and apply appropriate U.S tax withholding rules (e.g , FDAP, ECI, NRA) for domestic and international investors.
• Determine exemption eligibility (e.g , treaty benefits, UBTI blockers, portfolio interest) and ensure accurate implementation of withholding requirements.
• Track, document, and update withholding positions and exemptions in coordination with fund administrators and legal teams.
• Ontra & Legal Document Updates : Update Ontra (or similar platforms) with key tax terms, filing statuses, withholding and exemption clauses, and compliance checkpoints extracted from legal agreements.
• Client Communication & Coordination : Act as a key point of contact for client communication related to tax matters.
• Coordinate with cross-functional teams, including accounting, legal, and fund administration.

Key Competencies :

(ref : iimjobs.com)