Senior Tax Compliance Specialist

Founded in 1999, Viking Global Investors ("Viking") is a global investment firm with a long-term, fundamental, research-intensive approach to investing. Viking manages over $55 billion of capital across public and private investments. Viking has offices in Stamford, New York, Hong Kong, London, and San Francisco, and is registered as an investment adviser with the U.S. Securities and Exchange Commission. For more information, please visit www.vikingglobal.com.

JOB FUNCTION

The tax professional will have direct responsibility for hedge fund and private equity tax compliance. The candidate should have a thorough background and understanding of the international, federal, and state & local taxation of various types of alternative investment fund structures. The role will report to the Head of Tax Compliance.

Responsibilities may include, but are not limited to :

• Review of complex tax allocations and securities adjustments for hedge and private equity funds. Including, but not limited to 704(c) / (b) allocations, PE tax waterfalls, stuffing, wash sales, constructive sales, qualified dividend analysis, 1233 adjustments, straddles, 1256 contracts, swaps, flow through K-1s, UBTI.
• Review of international, federal, and state & local partnership, corporate and composite tax returns.
• Review and / or preparation of investor tax estimates and other tax reporting, including PTET.
• Review of foreign and domestic SPV tax accruals, projections, and tax estimates.
• Review of regulatory filings such as FBAR, CbCR, FATCA, and CRS.
• Address investor tax inquiries and prepare related tax reporting to support investor relations team.
• Oversee and maintain diligent tax payment and refund records.
• Collaborate with Fund Accounting, Investor Relations, Legal and Operations teams on various business matters.
• Partner with Viking's Technology team on automation and process improvement initiatives.

QUALIFICATIONS

The ideal candidate will have :

The ideal candidate possesses the following traits :

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.