Talent.com
US Taxation Delivery Lead
US Taxation Delivery LeadAcuity Knowledge Partners • Haryāna, Republic Of India, IN
US Taxation Delivery Lead

US Taxation Delivery Lead

Acuity Knowledge Partners • Haryāna, Republic Of India, IN
4 days ago
Job description

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

  • 6-8 years of experience in U.S. taxation, preferably in asset management, public accounting, or legal / tax advisory firms.
  • Strong knowledge of partnership taxation, Subchapter K, and investment fund structures (FoF, Private Equity, Credit).
  • Hands-on experience with U.S. withholding tax rules and exemption certifications.
  • Familiarity with tax compliance software (e.G., GoSystem, CCH Axcess, OneSource) and tax research tools (e.G., BNA, Checkpoint).
  • Excellent analytical, organizational, and communication skills.
  • CA, CPA, EA, or MST preferred.
  • Excellent in MS Excel to process varied data sets
  • Ability to work effectively under tight deadlines
  • Should be an independent contributor and his / her work require minimal QC
  • Create a job alert for this search

    Taxation Lead • Haryāna, Republic Of India, IN

    Related jobs
    Delivery Lead / Delivery Manager - Taxation (U.S)

    Delivery Lead / Delivery Manager - Taxation (U.S)

    Acuity Knowledge Partners • haryana, haryana, in
    About the Role : This role focuses on providing end-to-end U.Fund of Funds, Private Credit, and Private Equity structures. Coordinate and review annual U.Federal and State) for partnerships, includin...Show more
    Last updated: 4 days ago • Promoted
    Credit Analysis (Associate / Sr. Associate / Delivery Lead / Manager)

    Credit Analysis (Associate / Sr. Associate / Delivery Lead / Manager)

    Acuity Knowledge Partners • haryana, haryana, in
    Good knowledge of credit or equity risk fundamentals, solving for what creates risk for an obligor.Experience in writing reports crisply and analyzing Corporates or SMEs. Experience in risk rating a...Show more
    Last updated: 4 days ago • Promoted
    Service Delivery Director

    Service Delivery Director

    HCLTech • haryana, haryana, in
    The Engagement Service Delivery Lead will partner with the client decision makers and stakeholders on multiple engagements for Hi-Tech customers. Manage multiple diverse delivery teams located globa...Show more
    Last updated: 4 days ago • Promoted
    Credit Analysis / Review (Associate / Sr. Associate / Delivery Lead)

    Credit Analysis / Review (Associate / Sr. Associate / Delivery Lead)

    Acuity Knowledge Partners • haryana, haryana, in
    Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Lending Services team based in Gurgaon / Bangalore.Notice P...Show more
    Last updated: 4 days ago • Promoted
    Product Lead - Debit Card Issuance

    Product Lead - Debit Card Issuance

    Airtel Payments Bank • haryana, haryana, in
    Digital Product Lead – Card Issuance Portfolio (Debit Card).Graduate / Postgraduate in Business, Technology, or related field. We are looking for a high-performing, strategic and experienced leader to...Show more
    Last updated: 4 days ago • Promoted
    Indirect Tax Manager

    Indirect Tax Manager

    Air India SATS Airport Services Private Limited (AISATS) • haryana, haryana, in
    To lead and manage all aspects of indirect taxation including GST, customs, and other applicable levies, ensuring compliance with statutory requirements, optimizing tax positions, and supporting bu...Show more
    Last updated: 4 days ago • Promoted
    Team Lead- Taxation

    Team Lead- Taxation

    PineQ Lab Technology • haryana, haryana, in
    Excellent verbal and written communication skills.Knowledge of Banking operations & Taxation (European Market preferred). Must have deep knowledge of the German Tax Framework (e.Abgeltungsteuer, Spa...Show more
    Last updated: 3 days ago • Promoted
    Lead - Taxation (Sr. Manager / Manager)

    Lead - Taxation (Sr. Manager / Manager)

    V-Mart Retail Ltd. • haryana, haryana, in
    Prepare, review and file the tax returns (Direct and In-direct taxes) on or before.Ensure timely and accurate filing of all statutory tax replies, compliances and documents.Maintain documentation a...Show more
    Last updated: 1 day ago • Promoted
    Delivery Lead / Delivery Manager – Inbound / Reverse KYC

    Delivery Lead / Delivery Manager – Inbound / Reverse KYC

    Acuity Knowledge Partners • haryana, haryana, in
    Ideal candidates must have experience in.Immediate joiners are preferred.This position will be responsible for delivery of KYC operations related to Private Equity / Hedge Funds.Managing engagement...Show more
    Last updated: 4 days ago • Promoted
    Manager Taxation(UK)

    Manager Taxation(UK)

    PRISM • haryana, haryana, in
    Sector 69, Space Plazo, Gurgoan.OYO’s tax obligations are fulfilled across our operating geographies, including support for. The ideal candidate should bring a mix of strong Indian tax knowledge, ex...Show more
    Last updated: 4 days ago • Promoted
    Delivery Lead

    Delivery Lead

    EXL • haryana, haryana, in
    We are seeking a highly experienced and versatile professional to serve as a Delivery Champion in our analytics practice. This role is designed for a senior resource who will set up new accounts and...Show more
    Last updated: 4 days ago • Promoted
    Delivery Lead-Qual & Quant

    Delivery Lead-Qual & Quant

    Acuity Knowledge Partners • haryana, haryana, in
    Preparing pitch books, industry reports, deals and peers screening, company profiles, macroeconomic updates and company focused discussion documents related to various industries.Preparing financia...Show more
    Last updated: 4 days ago • Promoted
    Delivery Lead

    Delivery Lead

    Acuity Knowledge Partners • haryana, haryana, in
    Experience in industry studies and other deep dive projects (Go-to-market, competitive landscape, market mapping, market sizing, etc. This opportunity is ideal for a private equity / investment banki...Show more
    Last updated: 4 days ago • Promoted
    Lead - Revenue Assurance

    Lead - Revenue Assurance

    CarDekho Group • haryana, haryana, in
    Design and enforce robust control mechanisms for end-to-end revenue flow - from booking to realization - across large transaction volumes and multiple business units. Monitor daily inflows / outflows ...Show more
    Last updated: 4 days ago • Promoted
    US Tax Advisory Lead

    US Tax Advisory Lead

    Acuity Knowledge Partners • Haryāna, Republic Of India, IN
    About the Role : This role focuses on providing end-to-end U.Fund of Funds, Private Credit, and Private Equity structures. Coordinate and review annual U.Federal and State) for partnerships, includin...Show more
    Last updated: 4 days ago • Promoted
    IPV Transformation

    IPV Transformation

    Deloitte • haryana, haryana, in
    Strategy, Risk and Transaction.Every day, your work will make an impact that matters, while you thrive in a dynamic culture of inclusion, collaboration and high performance.As the undisputed leader...Show more
    Last updated: 4 days ago • Promoted
    Revenue Assurance Associate

    Revenue Assurance Associate

    ValueFirst • haryana, haryana, in
    We’re looking for a detail-oriented and proactive.You’ll collaborate closely with internal teams and customers to maintain transparency, accuracy, and compliance in all revenue-related activities.W...Show more
    Last updated: 4 days ago • Promoted
    US Tax Manager

    US Tax Manager

    Stellar Consulting Solutions, LLC • haryana, haryana, in
    Early joiners prefer (within 30 days).We are looking for an experienced.Lead & mentor a team of 15–20 associates.Oversee tax reporting for annuity transactions (premiums, payouts, interest, etc.Man...Show more
    Last updated: 4 days ago • Promoted