Senior Tax Specialist, Arch

• 4+ years experience working with High Net Worth Individuals (HNWIs) and/or Single Family Offices, or familiarity with tax considerations in the alternative investment industry
• Proficiency using Excel
• Have proven experience in fund accounting, preferably with a background in a Big 4 accounting firm or family office/multi-family office setting
• Proven experience in managing tax compliance, audits, and reporting for a complex organization
• Analytical and problem-solving abilities, strong attention to detail, and are proactive in resolving issues as they arise
• Strong communication skills and the ability to build and maintain relationships with key stakeholders, advocating for clients internally and providing exceptional support throughout the implementation process
• High effectiveness even when faced with ambiguity; comfort in making executive decisions and moving projects forward

Desirable

• We are hiring a Senior Tax Specialist on our Data Operations team to play a pivotal role in providing strategic tax insights to support our business growth
• In this role, you will manage complex financial data, ensure tax compliance for our clients, prepare necessary documents, and provide clear communication to clients
• This role requires expertise in accounting, proficiency in Excel, and the ability to coordinate effectively across different teams
• Act as a liaison between Operations, Sales, Product, and Support teams to ensure alignment on tax-related client requirements, product capabilities, and project deliverables
• Coordinate with different teams within the company to ensure tax considerations are integrated into business operations
• Streamline communication channels to address tax considerations effectively throughout the tax year
• Stay updated on changes in tax legislation and assess their impact on our clients and our company
• Have knowledge in tax documents pertaining to alternative investments and how they affect tax implications including, but not limited to: K-1, K-3, PFIC, 5498, 1099, 1099-R, etc
• Use specific knowledge to improve and inform Arch's tax offering
• Run our 1099 program: Coordinating receipt of 10's of thousands of 1099s across multiple institutions
• Lead our data quality initiatives with respect to tax document collection and processing, including coordination and development of internal data checks and providing training on best practices
• Serve as point of contact for clients, resolving tax related inquiries and providing exceptional service
• Own proactive tax outreach to fund managers, coordinating follow up, and ensuring information is properly maintained and updated in our database