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Tax Compliance - Analyst

New York, NY, United States

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $206 billion in global client assets invested in 1,679 funds, as of October 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking for a committed Tax Compliance Analyst to become an integral part of our dynamic Fund Tax team. This role entails providing essential support through various administrative tasks associated with federal and state tax reporting and filing for a wide array of structured funds. The position presents a valuable opportunity to develop project management skills, acquire fundamental knowledge of federal and state taxation for structured funds, and play a key role in ensuring the efficiency and precision of our tax compliance operations.

Responsibilities

  • Support the internal Tax team in managing various tax-related correspondence from federal, state, local, and international sources.
  • Sort, scan, and log tax notices accurately and timely, ensuring all relevant information is captured and stored in our database.
  • Coordinate tax documentation between various providers.
  • Track and retrieve tax estimates, K-1s, State K1s, PFICs, and all tax documents for third-party preparers.
  • Create and maintain investment portal access for portfolio investments across multiple funds.
  • Manage mail, including return mail, creation and printing of mailing labels, and preparation of USPS certified mail receipts for tax-related correspondence, following postal regulations and standards.
  • Coordinate closely with fund finance teams to streamline the payment process, ensuring efficiency and compliance with financial regulations, and submit tax payments timely and accurately through both payment checks and/or online portals.
  • Monitor tax email distribution lists and email boxes to ensure timely responses to inquiries.
  • Develop and implement procedures to improve operational efficiency within the Tax Compliance team.
  • Assist in the preparation and review of tax compliance reports and documentation.

Qualifications

  • Bachelor’s degree
  • Strong Excel skills
  • Comfortable learning new systems and technology
  • Willing to learn new topics and work in an evolving business environment
  • Organized, self-motivated, and detail-oriented with the ability to see the big picture
  • Passionate about being a part of our iCapital team and representing our company with integrity, dignity, and pride

Benefits

The base salary range for this role is $70,000 to $75,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 5 days a week. 

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

 

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