Posted : Saturday, April 27, 2024 03:41 PM
Position Information
Hiring Manager:
Head of Tax Strategy
Department:
Tax
Position Responsibilities
The Associate Tax Counsel will report to the Senior Tax Counsel on the Strategic Accounting & Finance Team.
This person’s responsibilities will include: substantial writing, legal research, tax compliance and oversight on special projects and other matters that arise in the normal course of business.
This role will also function as tax counsel and advisor to the following internal clients: SAF: matters to include tax strategies related to the management companies such as state and local tax, foreign tax, corporate structuring and inbound tax planning.
Treasury: matters to include tax-related CLO and USTB compliance issues including advice on significant modifications, debt characterization and ECI rules.
Structured Products: matters to include tax issues associated with new bank financings, new CLOs and resets or restructurings of existing CLOs.
Tax: matters to include supporting opportunities to improve tax outcomes as well as providing strategic planning and advising on compliance issues.
Solutions and Investor Partners Group (IPG): matters to include tax issues associated with new funds or SMAs (e.
g.
, issues including UBTI, ECI, treaty-based structures or investor eligibility questions).
Candidate Requirements Qualifications & Experience: JD degree At least 3 years of relevant tax experience at a leading law firm Skilled in business writing and editing with strong attention to detail Strong analytical skills with experience in prioritization, issue identification and resolution Strong project management skills, ability to review materials quickly and ability to drive and meet deadlines Quick learner who has an ability to grasp complicated financial concepts Ability to learn and excel at day-to-day responsibilities and contribute to driving process improvement, standardization and automation Team oriented with the ability to build relationships and earn the respect of others Ability to handle sensitive matters at all levels of the organization with discretion and confidentiality Ability to anticipate and react quickly to the evolving financial services regulatory environment Demonstrated knowledge base and stature to deliver advice in a manner that is respected and valued by business and staff group leaders and constituents Critical Competencies for Success Our Gold Standards Model defines 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.
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.
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.
The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.
Tax Knowledge: Complies with tax laws and regulations.
Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders.
Tax Standards and Compliance: Ensures compliance with internal policy, standards and procedures related to tax accounting.
Stays current on legislative and regulatory changes and implements practices to stay compliant.
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.
Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people.
Communication and Documentation: Documents and communicates processes and procedures in area of specialty to stakeholders.
Adapts the level of detail and specificity based on the needs of the intended audience.
Interprets and explains financial information to other departments.
Vendor Management: Manages and coordinates with external service providers.
Compensation and Benefits Compensation will be commensurate with experience.
Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k).
Golub Capital is an Equal Opportunity Employer.
This person’s responsibilities will include: substantial writing, legal research, tax compliance and oversight on special projects and other matters that arise in the normal course of business.
This role will also function as tax counsel and advisor to the following internal clients: SAF: matters to include tax strategies related to the management companies such as state and local tax, foreign tax, corporate structuring and inbound tax planning.
Treasury: matters to include tax-related CLO and USTB compliance issues including advice on significant modifications, debt characterization and ECI rules.
Structured Products: matters to include tax issues associated with new bank financings, new CLOs and resets or restructurings of existing CLOs.
Tax: matters to include supporting opportunities to improve tax outcomes as well as providing strategic planning and advising on compliance issues.
Solutions and Investor Partners Group (IPG): matters to include tax issues associated with new funds or SMAs (e.
g.
, issues including UBTI, ECI, treaty-based structures or investor eligibility questions).
Candidate Requirements Qualifications & Experience: JD degree At least 3 years of relevant tax experience at a leading law firm Skilled in business writing and editing with strong attention to detail Strong analytical skills with experience in prioritization, issue identification and resolution Strong project management skills, ability to review materials quickly and ability to drive and meet deadlines Quick learner who has an ability to grasp complicated financial concepts Ability to learn and excel at day-to-day responsibilities and contribute to driving process improvement, standardization and automation Team oriented with the ability to build relationships and earn the respect of others Ability to handle sensitive matters at all levels of the organization with discretion and confidentiality Ability to anticipate and react quickly to the evolving financial services regulatory environment Demonstrated knowledge base and stature to deliver advice in a manner that is respected and valued by business and staff group leaders and constituents Critical Competencies for Success Our Gold Standards Model defines 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.
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.
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.
The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.
Tax Knowledge: Complies with tax laws and regulations.
Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders.
Tax Standards and Compliance: Ensures compliance with internal policy, standards and procedures related to tax accounting.
Stays current on legislative and regulatory changes and implements practices to stay compliant.
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.
Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people.
Communication and Documentation: Documents and communicates processes and procedures in area of specialty to stakeholders.
Adapts the level of detail and specificity based on the needs of the intended audience.
Interprets and explains financial information to other departments.
Vendor Management: Manages and coordinates with external service providers.
Compensation and Benefits Compensation will be commensurate with experience.
Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k).
Golub Capital is an Equal Opportunity Employer.
• Phone : NA
• Location : Chicago, IL
• Post ID: 9023790325