Vice President, Tax Operations Team

Position Information

Hiring Manager:

Department:

Position responsibilities include:

• Ensure compliance with IRS regulations related to US tax information reporting
• Ensure compliance with international tax regimes such as Cayman Islands and Luxembourg FATCA / CRS
• Oversight of the team’s direction and priorities with regards to annual tax filings deliverables and ad hoc projects
• Collaborate with Technology Solutions on system process improvements and quality control 
• Support business groups (e.g., Investor Partner Group and Direct Lending) under an established Service Level Agreement to ensure continuity across all business processes (this includes tax form validation, addressing client inquiries, withholding and reporting)
• Work with Settlements and Operations to develop and standardize an information reporting process involving 3rd party lenders for syndicated loans
• Support Tax by providing data that is required to complete filings such as K-1, 1099 and 1042-S reporting Collaborate with Accounting, Tax and External Service Provider to produce tax filings for US FATCA (Form 8966), Cayman Islands FATCA / CRS
• Partner with Administrators / Transfer Agents to ensure accurate investor tax reporting and withholding is applied for externally administered funds
• Collaborate with Technology Solutions on system process improvements and quality controls
• Position has supervisory responsibilities

Candidate requirements include:

• Must have Bachelor’s degree in Accounting, Finance, Economics, or related and five years of relevant tax experience, such experience must include:
• FATCA (Form 8966)
• IRS information reporting
• Tax form validation (W-9 & W-8 validation)
• Concrete understanding of tax withholding requirements based on applicable jurisdictions

Critical Competencies for Success

Our Gold Standards define key behaviors and competencies across 4 dimensions:  Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. 

• Leadership:  Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.

• Achieving Results:  Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.

• Personal Effectiveness:  Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.

• Thinking Critically:  Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Industry Knowledge:  Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.

• Technical Communication and Documentation:  Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.

• Investor Data Governance:  Follows appropriate policies and procedures to enter and manage investor data, including evaluating issues with investor data and taking appropriate steps to address them and communicating with others regarding investor data governance to ensure accuracy and integrity.

• Investor Management:  Handles or manages investor onboarding, reporting and inquiries. Understands how to prepare and check reports, gather subscription-related data from investors (e.g., legal documentation) and answer investor inquiries regarding onboarding, subscriptions and reports.

• Tax and AML Regulatory Compliance:  Complies with tax and AML laws and regulations related to due diligence, withholding and reporting. Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders.

• Innovative Mindset:  Leverages a detailed, agile and creative mindset to master processes and responsibilities, as well as drive value-added enhancements, continuous process improvement and proactive learning through new technology, processes and people.

Compensation & Benefits

Golub Capital is an Equal Opportunity Employer.

Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.

Please review Golub Capital’s US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.