US Tax Lead (Fund Administration)

Immediate need for a talented US Tax Lead (Fund Administration). This is a 12+months contract opportunity with long-term potential and is located in Dallas, TX (Onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID:26-17645

Pay Range: $79 - $80/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision) (depending on work location).
Key Responsibilities:

• HM Notes:
• Strong tax technical expertise remains important, the team is looking for a candidate who can balance leadership, stakeholder management, and hands-on execution.
• 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, K1s, tax estimates, and related deliverables
• Execute annual 1099NEC 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 provisionrelated 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

Key Requirements and Technology Experience:

• 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, multistream deliverables with strong attention to detail, risk awareness, and sound judgment
• Confident stakeholder management skills, with experience engaging clients, external advisors, and crossfunctional internal teams
• Working knowledge of FATCA, CRS, withholding processes, and investor tax documentation, including Forms W9 and W8 series
• A continuousimprovement mindset, with the ability to implement scalable solutions and contribute to automation initiatives
• Strong communication, leadership, and peopledevelopment capabilities
• Advanced proficiency in Excel and Microsoft Office.

Our client is a leading Investments Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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