Tax Compliance Analyst, iCapital
$70-75k
+ Equity and an annual performance bonus
More information about location
4 days a week in office
Fintech platform for alternative investments
Job no longer available
Fintech platform for alternative investments
1001+ employees
Job no longer available
$70-75k
+ Equity and an annual performance bonus
More information about location
4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 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
What the job involves
- 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
- 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
Our take
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2023, the company services over $153 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
42% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Dec 2021
$50m
LATE VC
Jul 2021
$440m
GROWTH EQUITY VC
Total funding: $680.6m
Company HQ
Murray Hill, New York, NY
Articles
Leadership
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Diversity, Equity & Inclusion at iCapital
- We consider applicants of all backgrounds. If you are excited about what we’re building but don't meet some of the criteria above, please don’t let that discourage you from applying
Share this job
View 25 more jobs at iCapital