US Taxation Delivery LeadAcuity Analytics • Haryāna, Republic Of India, IN
US Taxation Delivery Lead
Acuity Analytics • Haryāna, Republic Of India, IN
20 hours ago
Job descriptionGAAP 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; 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); 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. 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
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.
review and analyse tax information to ensure accurate reporting and downstream investor allocations.
ensure documentation iscomplete, accurate, and regulatory-compliant.
Key Competencies :
Create a job alert for this search
Taxation Lead • Haryāna, Republic Of India, IN
Related jobs
US Tax Advisory Lead
Acuity Analytics • 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: 20 hours ago • Promoted • New!
Investment Banking - Qualitative / Quantitative Research (Delivery Lead / Delivery Manager))
Acuity Analytics • haryana, haryana, in
Job Title : Investment Banking Qualitative / Quantitative Research (Delivery Lead / Delivery Manager).Acuity is currently looking for dedicated and motivated individuals who have strong leadership, orga...Show more
Last updated: 15 hours ago • Promoted • New!
Commercial Real Estate ( Sr. Associate / Delivery Lead)
Acuity Analytics • 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.Notice Period : Imme...Show more
Last updated: 19 hours ago • Promoted • New!
Technical Lead
GradRight Inc. • haryana, haryana, in
Our vision is to be the world’s leading Ed-Fin Tech company dedicated to making higher education accessible and affordable to all.
Our mission is to drive transparency and accountability in the glob...Show more
Last updated: 11 hours ago • Promoted • New!
Delivery Lead / Delivery Manager – Inbound / Reverse KYC
Acuity Analytics • 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: 15 hours ago • Promoted • New!
Manager - Direct Tax
Deloitte • haryana, haryana, in
India’s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realise your potential amongst cutting edge leaders, and organisations ...Show more
Last updated: 19 hours ago • Promoted • New!
Commercial Real Estate / CRE Operations-Senior Associate / Delivery Lead / Manager
Acuity Analytics • haryana, haryana, in
Job Title : Commercial Real Estate -CRE (Senior Associate / Delivery Lead / Manager).Acuity is currently looking for experienced professionals (5-12 years) in US Commercial Real Estate (CRE) Portfolio ...Show more
Last updated: 15 hours ago • Promoted • New!
Senior Travel Consultant
EaseMyTrip.com • Haryana, India, India
As an EMTRoyale Consultant, you will be an integral member of the team responsible for designing luxurious, bespoke travel experiences for high net worth individuals (HNIs).This role demands a thor...Show more
Last updated: 15 days ago • Promoted
Senior Associate / Delivery Lead-Oil & Gas sector
Acuity Analytics • haryana, haryana, in
Designation-Associate / Senior Associate / Delivery Lead.The candidate will support an investment bank, managing projects from start to finish.
Experience in investment banking and oil & gas sector is r...Show more
Last updated: 19 hours ago • Promoted • New!
Delivery Lead / Delivery Manager - Taxation (U.S)
Acuity Analytics • 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: 19 hours ago • Promoted • New!
Credit Analysis / Review (Associate / Sr. Associate / Delivery Lead)
Acuity Analytics • 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: 15 hours ago • Promoted • New!
Delivery Lead
Acuity Analytics • 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: 19 hours ago • Promoted • New!
Delivery Lead-Qual & Quant
Acuity Analytics • 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: 15 hours ago • Promoted • New!
Credit Analysis- Project Finance (Sr. Associate / Delivery Lead)
Acuity Analytics • 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.Notice period - 0-3...Show more
Last updated: 15 hours ago • Promoted • New!
Director - KYC AML
KPMG • haryana, haryana, in
Director – Service delivery will require the candidate to lead large complex engagements or multiple mid-sized independent engagements in financial services operations environment.It will involve b...Show more
Last updated: 1 day ago • Promoted
Product Manager
EaseMyTrip.com • Haryana, India, India
As a Product Manager at EaseMyTrip.This role demands a strategic thinker who is passionate about creating innovative travel solutions that enhance user experience.
You will lead the product lifecycl...Show more
Last updated: 13 days ago • Promoted
Credit Analysis (Associate / Sr. Associate / Delivery Lead / Manager)
Acuity Analytics • 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: 11 hours ago • Promoted • New!
Senior Associate
Acuity Analytics • haryana, haryana, in
Investor Relations Associate : RFP / DDQ Specialist (Private Markets Focus).Join a leading firm in the private markets sector seeking a skilled and dedicated Investor Relations Associate to support ou...Show more
Last updated: 15 hours ago • Promoted • New!