Role Description
This is a senior individual contributor role covering the full international tax compliance coordination for our fund platform across all four jurisdictions - the United Kingdom, the United States, Austria, and Germany. While your core expertise and primary ownership sits in the UK and US tax landscape, you will coordinate external tax advisors across all jurisdictions, act as the internal tax expert for our finance and investment teams, and ensure seamless, timely compliance across the entire platform.
This is not a tax return preparation role. You coordinate, review, challenge and ensure delivery by external advisors - and you bring the expertise to know when something is right or wrong.
Tasks
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UK & US (primary ownership):
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Own the end-to-end tax compliance process for all UK and US fund structures, including UK Limited Partnerships, LLPs and US LLC vehicles.
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Coordinate external UK and US tax advisors; prepare documentation packages and critically review their output.
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Manage UK partnership tax filings (SA800), corporation tax (CT600) and investor tax reporting schedules; coordinate US tax filings (Form 1065, K-1, K-3).
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Coordinate ERS reporting obligations, including Section 431 elections and annual HMRC filings.
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Prepare and review investor tax letters for UK and US LPs.
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Monitor and advise on UK carried interest regime developments (post-April 2026 income tax treatment) and implications for fund structures and carry recipients.
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Austria & Germany (coordination and oversight):
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Coordinate external tax advisors in Austria and Germany; prepare documentation packages and review output.
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Monitor and track Austrian and German compliance deadlines (OeKB publication, German tax filings).
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Serve as the internal point of contact for Austrian and German tax matters, escalating technical issues to external advisors and flagging risks to management.
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Coordinate investor tax reporting for Austrian and German fund structures, including tax letters and LP reporting schedules.
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Across all jurisdictions:
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Build, maintain and own the global tax compliance calendar across all funds, vehicles and jurisdictions.
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Advise the accounting team on tax aspects of complex transactions including portfolio company dividends, distributions, exits and restructurings - in plain business language.
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Support CRS/FATCA compliance coordination across all fund structures.
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Handle ad hoc tax queries from LPs, management and other stakeholders - with the ability to explain complex tax matters clearly and practically.
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Coordinate international tax structuring projects alongside external advisors.
Qualifications
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Degree in Tax, Law, Accounting or Finance.
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5 - 8 years of experience in a Big Four firm or specialised tax advisory practice, with a clear focus on UK fund or partnership taxation.
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Deep expertise in UK Limited Partnership and LLP taxation, including partnership tax returns (SA800) and investor reporting schedules.
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Experience with transparent partnership structures used as investment vehicles - including carried interest, waterfall mechanics and LP reporting.
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Solid grounding in international tax law: tax treaties, withholding taxes, ATAD, CFC principles, cross-border dividend and distribution flows.
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Experience working with international investors (institutional LPs, family offices, etc.) and preparing investor-facing tax communications.
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Ability to explain complex tax matters in plain business language - to non-tax colleagues, investors and management.
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Pragmatic, structured approach to work; strong project management and prioritisation skills.
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Fluent English at professional level β written and spoken.
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Strong accounting awareness.
Requirements
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ACA / CTA qualification (or equivalent) - nice to have.
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Experience with US partnership tax (Form 1065, K-1, K-3) - nice to have.
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Working knowledge of CRS/FATCA reporting obligations (Model 1/2, Form 8966) - nice to have.
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Familiarity with German or Austrian fund structures (GmbH & Co. KG) - nice to have.
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German language skills - highly valued given our AT/DE fund base - nice to have.
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Experience with ERS reporting and Section 431 elections - nice to have.
Benefits
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Senior individual contributor role with direct exposure to a fast-growing international fund platform.
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Full remote working flexibility - UK, US, Austria or Germany based.
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Direct reporting line to Head of Fund Finance with close collaboration with senior management and investment team.
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Competitive compensation.
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Opportunity to shape the in-house tax function of a platform at an exciting stage of growth.