Senior Tax Compliance Specialist

Viking Global Investors LP is a global investment firm founded in 1999. We manage more than $50 billion of capital for our investors across public equity, private equity, and credit and structured capital investment strategies. We have more than 275 employees and offices in Stamford, New York, Hong Kong, London, and San Francisco.

LOCATION: 600 Washington Boulevard, Stamford, CT

Viking Global Investors LP is a global investment firm founded in 1999. We manage more than $50 billion of capital for our investors across public equity, private equity, and credit and structured capital investment strategies. We have more than 275 employees and offices in Stamford, New York, Hong Kong, London, and San Francisco.

JOB FUNCTION

The tax professional will have direct responsibility for hedge fund and private equity tax compliance. The candidate should have a thorough background and understanding of the international, federal, and state & local taxation of various types of alternative investment fund structures. The role will report to the Head of Tax Compliance.

Responsibilities may include, but are not limited to:

• Review of complex tax allocations and securities adjustments for hedge and private equity funds. Including, but not limited to 704(c)/(b) allocations, PE tax waterfalls, stuffing, wash sales, constructive sales, qualified dividend analysis, 1233 adjustments, straddles, 1256 contracts, swaps, flow through K-1s, UBTI.
• Review of international, federal, and state & local partnership, corporate and composite tax returns.
• Review and/or preparation of investor tax estimates and other tax reporting, including PTET.
• Review of foreign and domestic SPV tax accruals, projections, and tax estimates.
• Review of regulatory filings such as FBAR, CbCR, FATCA, and CRS.
• Address investor tax inquiries and prepare related tax reporting to support investor relations team.
• Oversee and maintain diligent tax payment and refund records.
• Collaborate with Fund Accounting, Investor Relations, Legal and Operations teams on various business matters.
• Partner with Viking's Technology team on automation and process improvement initiatives.

QUALIFICATIONS

The ideal candidate will have:

• Bachelor's degree required; CPA preferred.
• 6+ years of tax experience in public accounting or equivalent with concentration in hedge fund/private equity.
• Strong desire to learn and embrace challenges. Actively seeks feedback as an opportunity for improvement and continuously pursues new skills and knowledge.
• Proven ability to prioritize, manage, and clearly communicate plans to handle multiple concurrent deliverables.
• Commitment to establishing best practices with recognition that this requires continual process evolution.
• Excellent communication and interpersonal skills and an ability to communicate confidently to internal and external stakeholders.
• Demonstrated ability to implement quality control and maintain security of confidential information.
• Excellent analytical and problem-solving skills, including a ready ability to identify issues and errors.
• Organized, results-based approach to project management.
• Proficiency in Excel and drive to obtain maximum leverage from systems.

The ideal candidate possesses the following traits:

• Adaptability and proactiveness: Demonstrates resilience and initiative in a fast-paced environment and eagerly embraces a "roll up your sleeves and get the work done" attitude. Able to effectively handle multiple priorities and unexpected challenges with a hands-on approach
• Accountability: ownership of individual responsibilities and work product
• Process-orientation: deeply organized, a strong attention to detail and an eagerness to continually improve
• Team orientation: an ability to work independently as well as collaboratively, and an openness to feedback when developing new content and approaches
• Intellectual honesty and sound judgement: an ability to see the truth, even amidst confusion and conflict, as well as the courage to question the status quo
• Excellent written and verbal communication skills: an ability to articulate our work and values to various internal and external audiences in a clear, concise, and consistent manner
• Strategic thinking: an ability to understand the bigger picture and identify opportunities for creative or innovative thinking and approaches.
• Leadership: an ability to articulate a vision and drive consensus and progress across a variety of teams and departments.

Viking is an equal opportunity employer. Questions about your candidacy and requests for reasonable accommodation in the recruitment process should be directed to recruiting@vikingglobal.com.