Tax - Fund Tax Compliance - Associate

Описание вакансии

COMPANY OVERVIEW

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

KKR's Gurugram office will provide best in class services and solutions to our internal stakeholders and clients, drive organization wide process efficiency and transformation, and reflect KKR's global culture and values of teamwork and innovation. The office will contain multifunctional business capabilities and will be integral in furthering the growth and transformation of KKR.

TEAM OVERVIEW

KKR’s Tax Team is responsible for the firm’s global tax policy, tax planning and tax compliance. The KKR Tax Compliance team oversees the firm’s domestic and international tax compliance and accurate reporting for our partnerships and corporate tax entities related to our various investment funds and employee vehicles. The team compiles and analyzes tax data for investor and allocation reporting as well as withholding purposes. The team performs and reviews tax provisions while maintaining relationships and open communication with clients. The team provides support for our clients through responding to numerous client ad-hoc tax-related requests and collaborates with team members and external legal and tax advisors. The team also manages and overseas, in collaboration with external tax advisors, audits with various tax authorities.

POSITION SUMMARY

The role is responsible for collaborating with multiple groups within the firm on a variety of projects including working closely with the tax advisors to coordinate tax data for investor reporting, analyze tax treatment and review tax withholding calculations, review tax provisions for blocker corporations, respond to investor and ad-hoc tax related requests. The team functions at a high level in a fast-paced environment, consistently collaborating with our finance team, deal team members and external legal and tax advisors. This position is a full time position and will be onsite in our Gurugram office. We are operating in a 4 day in office, 1 day flexible work arrangement.

ROLES & RESPONSIBILITIES

Operational Excellence

•    Take ownership of assigned funds or legal entities, ensuring full-cycle tax compliance from data collection to final US tax return filing and Schedule K-1 investor reporting in collaboration with global teams and external advisors.

•    Demonstrate strong communication and email writing skills with the ability to correspond directly with banks, investors, Big 4 tax advisors, legal advisors, and KKR colleagues.

•    Review federal and state tax returns and investor K-1’s for KKR’s private equity, real estate, and credit funds. Including Form 1065, state tax returns, Form 1042/8804, and others.

•    Review quarterly tax provisions for blocker corporations.

•    Review tax withholding calculations for distributions within a tight deadline.

•    Collaborate with global tax, finance, and legal teams across time zones to support tax reporting cycles, and resolve issues.

•    Proactively identify opportunities to enhance efficiency and accuracy through automation and system improvements; collaborate with tax technology teams to implement solutions.

Stakeholder Management

•    Interact with the Global Tax Team on a frequent basis to understand their requirements, reporting needs and identify possible concerns and issues

•    Review investor tax questions and send clear and well written email responses

•    Handle numerous ad-hoc tax related requests for relevant stakeholders

QUALIFICATIONS

We’re looking for a motivated and collaborative professional who is eager to grow with us. While not every qualification below is required, the more you bring, the more impactful your contribution can be:

•    Bachelor’s degree or equivalent professional experience

•    Approximately 5–7 years of experience in a multinational Financial Services organization, ideally with exposure to Private Equity, Real Estate, or Credit, and a working knowledge of U.S. Partnership Tax compliance

•    Familiarity with fund structures such as blockers, feeders, parallel funds, and co-investment vehicles

•    Strong experience with U.S. Federal and state tax reporting, including Schedules K-1, K-2, K-3 and withholding

•    Working knowledge of Forms 1120, 1120-F and corporate blocker tax provisions

•    Ability to interpret investment structures and related tax reporting requirements

•    Strong communication skills with the ability to simplify complex tax matters and collaborate effectively with stakeholders

•    Familiarity with data analytics tools, process automation, or emerging technologies such as artificial intelligence (AI) is highly valued. 

•    Experience working with or a strong interest in exploring AI-driven solutions in the tax/accounting domain is a plus.

•    Organized and responsive, able to manage competing priorities and deliver under tight deadlines

•    Skilled in reviewing and updating tax workbooks for annual taxable income

•    Collaborative team player who builds strong relationships across global teams and supports peer learning

•    Self-motivated, intellectually curious, and committed to integrity, accountability, and continuous improvement

KKR is an equal opportunity employer.  Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com. Emails sent for unrelated issues, such as following up on an application, will not receive a response.

If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to Benefits@kkr.com. Only emails left for this purpose will be returned.

Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.