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Acuity Knowledge Partners - Delivery Lead / Manager - US Taxation

Acuity Knowledge Partners - Delivery Lead / Manager - US Taxation

Acuity Knowledge PartnersGurugram, India
2 days ago
Job description

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 :

  • 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.

    • (ref : iimjobs.com)

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    Delivery Partner • Gurugram, India