US Tax Lead (Fund Administration)
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Job Details
Skills
- Tax
Summary
Duration: 12 Months
Location: Dallas TX
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
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;
- Dice Id: 10108743
- Position Id: 2026-2983
- Posted 3 days ago
Company Info
About Caresoft
Caresoft specializes in IT Project work, Oracle Hyperion Implementations, IT Security, Open Source implementations and placing IT subject matter experts on projects for our Fortune 500 Clients. Our company works to ensure our clients success by exceeding their expectations and providing visionary solutions for future growth and the best possible outcomes.
Founded in 1994, our IT solutions support a broad spectrum of clients ranging from funded ventures to fortune 500 companies. We have a strong presence in the United States and in India with offices in both the countries. We believe in providing practice based IT staffing and consulting solutions. Caresoft has been built on the solid technical backgrounds and visionary foresight.
Our consultants are highly talented, goal-oriented individuals who are dedicated to providing first-rate services. We are also aggressively pursuing numerous business partnerships to focus on the latest technologies. Our company has grown because of our determination to be the best. We are devoted to understanding and meeting the needs of our clients and the goals of our employees. At caresoft everyone from top management down pulls together to provide our clients with the absolute best IT solutions.
Caresoft firmly believes that its competitive edge is derived from its people and one of the main catalysts for CSI's success has indeed been its tremendously talented IT workforce. Our commitment to our clients is reflected by the amount of time and money we invest in recruiting, developing, training, mentoring and growing our people.
At CSI, we employ the best talent in the industry, train them in various technology and lines of business and provide them with the best technologies & projects to work on. Since the business of consulting makes the importance of a talented, motivated and creative workforce grow manifold, we have a well-defined Human Resource Development program in place that is based on providing a competitive compensation, fair evaluation, mentoring, training and growth. We attribute our high retention ratio to this successfully implemented program.
Why Join Caresoft?
At Caresoft Inc., our motto is "We Care". This is visible in our relationships with our Past and Present clients and with our Past and Present employees. At Caresoft, we put the Human Touch as our first priority. Coupled with our Consultants' High Tech. Expertise and Professional Attitude we provide complete System Solutions to our Clients. We are committed to providing leading edge services and technology and we offer some of the Industry's finest consulting and specialty services integrating state-of-the-art systems.
We Take Care of Our People
At Caresoft; we offer you not just a job, but a career.
Company Quick Facts
Among fastest 50 growing NJ Tech Companies 5 consecutive years - Deloitte & Touche
Nominated for Fortune List of - 100 Best SM Companies to work for - Great Places to Work Institute / Fortune
More Quick Facts
Top 100 Outsourcing Vendors - "Black Book of Outsourcing" By Outsourcing Management Institute
Oracle Gold Partner, Microsoft Gold Partner, IBM Business Partner, SUN iForce Partner
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