US Tax Lead

Dallas, TX, US • Posted 5 days ago • Updated 6 hours ago
Contract W2
On-site
USD $80.00 - 86.13 per hour
Company Branding Image
Fitment

Dice Job Match Score™

✨ Finding the perfect fit...

Job Details

Skills

  • Investment Management
  • Estimating
  • NEC
  • Payments
  • Accounting
  • ProVision
  • Risk Assessment
  • Issue Resolution
  • Onboarding
  • Treasury
  • Process Improvement
  • Scalability
  • Accountability
  • Partnership
  • Collaboration
  • Regulatory Compliance
  • Financial Services
  • Legal
  • Reporting
  • Management
  • Attention To Detail
  • Stakeholder Management
  • FATCA
  • Taxes
  • Documentation
  • Forms
  • Continuous Improvement
  • Communication
  • Leadership
  • Microsoft Excel
  • Microsoft Office
  • SAP MM
  • MEAN Stack
  • Customer Service
  • Training And Development
  • SAP BASIS

Summary

Software Guidance & Assistance, Inc., (SGA), is searching for a US Tax Lead for a contract assignment with one of our premier investment management clients in Dallas, TX. 4 days in office per week.

Responsibilities:
  • Lead U.S. and Canadian tax compliance and reporting support for private markets clients across annual cycles, with exposure to additional jurisdictions as required
  • Own and manage relationships with external tax preparers and key client stakeholders, ensuring clear communication, timely information flow, and effective issue resolution
  • Oversee annual tax filings and investor reporting, including partnership, corporate, and withholding returns, K-1s, tax estimates, and related deliverables
  • Execute annual 1099-NEC filings for vendor fees on behalf of clients
  • Provide guidance on complex tax matters, including withholding requirements, tax notices, payments, escalations, and tax documentation
  • Support tax accounting and provision-related analysis, including ASC 740 matters where applicable, and contribute to tax risk assessment and issue resolution
  • Support FATCA and CRS compliance activities, including onboarding and oversight of investor tax records
  • Partner closely with Fund Administration, Compliance, Legal, Treasury, and Operations to resolve issues, strengthen controls, and enhance delivery
  • Identify and implement process improvements, operating model enhancements, and automation opportunities to support scalability
  • Lead, coach, and develop junior team members, fostering accountability, collaboration, and high standards of execution
  • Perform additional duties commensurate with the role and level of responsibility


Required Skills:
  • Strong technical expertise in U.S. partnership, corporate, and withholding tax compliance, gained within private markets, fund administration, or financial services
  • Experience supporting alternative and international investment structures, with a solid understanding of legal entities and fund and investor reporting requirements
  • Proven ability to manage complex, multi-stream deliverables with strong attention to detail, risk awareness, and sound judgment
  • Confident stakeholder management skills, with experience engaging clients, external advisors, and cross-functional internal teams
  • Working knowledge of FATCA, CRS, withholding processes, and investor tax documentation, including Forms W-9 and W-8 series
  • A continuous-improvement mindset, with the ability to implement scalable solutions and contribute to automation initiatives
  • Strong communication, leadership, and people-development capabilities
  • Advanced proficiency in Excel and Microsoft Office;
#LI-MM1

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: sgainc
  • Position Id: 26-01465
  • Posted 5 days ago

Company Info

About Software Guidance & Assistance

Founded in 1981, SGA is a technology and resource solutions provider with a national footprint and headquartered in the shadow of Wall Street. We’re a certified women-owned business. We provide contingent staffing, direct placement, and professional and managed services to transform businesses and evolve careers. We’re small enough to tailor our services to each client and big enough to deliver for some of the world’s largest employers. Our professionals are experts in areas such as IT, finance, accounting, risk, and clinical.

SGA provides contingent staffing, direct placement, and professional and managed services nationwide for Fortune 500 companies, mid-size businesses and select startups.

Our core skillsets include all areas of technology – business & data analysis, cyber & network security, database administration, development & architecture, infrastructure, program & project management, quality assurance & testing. We also deliver talent across professional business functions such as finance, accounting, risk, and clinical.

Our Professional & Managed Services team delivers IT projects through onshore, offshore and hybrid delivery models. We develop software products, modernize applications, add features, and integrate and maintain systems. Our scope covers, among others, complex application suites, data management and visualizations, machine learning and mobile applications.

About_Company_OneAbout_Company_Two
Create job alert
Set job alertNever miss an opportunity! Create an alert based on the job you applied for.

Similar Jobs

Dallas, Texas

Today

Contract

USD 64.00 - 73.00 per hour

Dallas, Texas

Today

Contract

USD 65.00 - 75.00 per hour

O'Fallon, Missouri

Today

Contract

Denver, Colorado

Today

Contract

USD 60.00 - 65.00 per hour

Search all similar jobs