Tax Compliance Professional

Viking Global Investors LP is a global investment firm founded in 1999. We manage more than $50 billion of capital for our investors across public equity, private equity, and credit and structured capital investment strategies. We have more than 275 employees and offices in Stamford, New York, Hong Kong, London, and San Francisco.

Description:

POSITION: Tax Compliance Professional

LOCATION: Viking Global Investors LP, Stamford, CT 

Viking Global Investors LP is a global investment firm founded in 1999.  We manage more than $50 billion of capital for our investors across long/short, long-only, and liquid/illiquid strategies.  We have approximately 273 employees and offices in Stamford, New York, Hong Kong, London, and San Francisco. 

Responsibilities may include, but are not limited to:

• Manage and oversee tax compliance for hybrid private equity and hedge fund structures.
• Key tasks include reviewing federal and state partnership, corporate, and composite tax returns, along with analyzing complex onshore tax allocations and securities adjustments associated with hybrid fund structures.
• Prepare investor tax estimates and other detailed tax reports utilizing advanced Excel functions.
• Oversee tax accruals, projections, and estimates for foreign and domestic Special Purpose Vehicles (SPVs).
• Conduct comprehensive reviews of tax liability holdback calculations, leveraging research tools such as Bloomberg BNA and CheckPoint. Coordinate timely responses to federal and state tax notices, ensuring efficient resolution efforts.
• Maintain precise records of tax payments and refunds, collaborating with accounting teams and external vendors to enhance process efficiency and information flow.
• Conduct research on various tax compliance matters affecting funds and SPVs, providing summaries as needed.
• Tools: Microsoft Excel, Bloomberg BNA, and CheckPoint. Authorized to work remotely up to one day per week.

Qualifications:

• Bachelor’s degree ((U.S. or foreign degree equivalent) in accounting plus five (5) years of tax, finance or a related field.
• Must include five (5) years of experience in/with:
  • Alternative investment fund structures with a concentration in private equity/credit;
  • OID, CPDI , tax withholding and tax treaties;
  • tax concept UBTI;
  • State and Local taxation;
  • Management company taxation, including depreciation, meals & entertainment, guaranteed payments);
  • Microsoft Suite and drive to obtain maximum leverage from research systems such as Bloomberg BNA and CheckPoint;
  • 704(c) allocations, side pocket allocations, commitment-based allocations, stuffing, and tax waterfalls;
  • wash sales, straddles, and constructive sales;
  • qualified dividend and dividend received deduction analysis;
  • low through K-1s, and associated workflows/footnotes.

The base salary range for this position in Stamford, CT is $120,000-$180,000. In addition to base salary, Viking employees may be eligible for other forms of compensation and benefits, such as a discretionary bonus, 100% coverage of medical and dental premiums, and paid lunches. Actual compensation for successful candidates will be individually determined based on multiple factors including, but not limited to, a candidate’s skill set, experience, education, and other qualifications.

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For more information on our benefits, please visit www.vikingglobal.com/life-at-viking/

Viking is an equal opportunity employer.  Questions about your candidacy and requests for reasonable accommodation in the recruitment process should be directed to recruiting@vikingglobal.com