• Support Mexico VAT compliance, including monthly reconciliations, electronic filings, journal entries, and online payments. • Ensure quarterly upload of VAT reconciliations and monthly submission of recoverable tax in line with local regulations. • Prepare Canadian GST/HST/QST returns, including reconciliations, journal entries, and monthly payments. • Prepare withholding tax filings for Mexico and Canada when applicable, ensuring timely payments and compliance. • Prepare and upload monthly statutory financial statements for Mexico in accordance with governmental requirements. • Support income tax return preparation by providing calculations and required data to external tax advisors. • Support annual statutory and informative filings for Mexico, including fiscal, directors, and related-party returns. • Support tax provision files for September and December close and post related journal entries. • Respond to tax notices, audits, and information requests from Mexican and Canadian tax authorities. • Research taxability of products and services for customer invoices and vendor purchase orders. • Investigate and resolve tax-related issues in internal tax queues. • Collaborate closely with accounting to ensure accurate and consolidated withholding tax reporting in Mexico.

Role Description Are you an ambitious Senior Manager with a strong background in UK corporate tax, looking to elevate your career within a dynamic and highly respected financial services team? KPMG is seeking a talented individual to join our growing FS Corporate Tax practice, supporting a diverse portfolio of leading global and UK banks, insurers, and asset managers. This is an exceptional opportunity to lead complex advisory engagements, cultivate key client relationships, and contribute to our thriving practice, with the flexibility to be based anywhere in the UK. KPMG's Financial Services Corporate Tax team holds a strong market reputation, partnering with an impressive array of clients on high-profile tax advisory and project work. Our robust pipeline offers continuous engagement on cutting-edge issues, including significant involvement in Pillar Two advisory work. As a Senior Manager, you will be instrumental in: - Leading and delivering bespoke corporate tax advisory engagements for our financial services clients. - Providing sophisticated tax advice on complex matters, including emergent areas like Pillar Two. - Acting as a primary point of contact for clients, expertly managing relationships and commercial arrangements. - Overseeing and reviewing corporate tax compliance and reporting where there is an interest and need. - Collaborating with audit teams to provide expert tax audit support for our financial services entities. - Actively contributing to business development initiatives and collaborating across the wider practice to drive growth. Qualifications - Essential: CTA and/or ACA/CA and/or equivalent legal/HMRC/international qualification. Requirements - Currently operating at a Senior Manager grade or an experienced Manager. - In-depth knowledge and extensive experience in UK corporate tax, including experience with corporate tax advisory work. - Proven experience in leading client relationships, managing engagements effectively, and maintaining strong financial discipline. - Demonstrable ability to manage and develop teams, ensuring high-quality project delivery and actively mentoring junior colleagues. - Strong awareness of broader tax and accounting principles, with the capability to undertake detailed technical research. - Exceptional interpersonal and communication skills, both oral and written, vital for fostering strong internal and external client relationships. - A high degree of flexibility and adaptability to navigate rapidly changing tax, regulatory, and business landscapes. Benefits - An environment where your expertise directly impacts top-tier financial services clients. - Exposure to complex and intellectually stimulating work, including leading-edge advisory areas like Pillar Two. - Significant opportunities for career progression, continuous learning, and professional development. - A flexible, supportive, and collaborative national team culture. - Competitive remuneration and benefits package.

Job Title: Tax Specialist Position Type: Full-Time, Remote Working Hours: U.S. client business hours (with flexibility for seasonal tax deadlines and filings) About the Role: Our client is seeking a Tax Specialist to prepare and review tax filings, ensure compliance with federal, state, and local regulations, and support clients with tax planning initiatives. This role requires technical expertise in tax law, attention to detail, and the ability to communicate complex regulations clearly. The Tax Specialist ensures tax returns are filed accurately and on time, while also identifying opportunities to improve efficiency or reduce liabilities. Responsibilities: Tax Preparation & Filing: - Prepare and review individual, corporate, and partnership tax returns (Forms 1040, 1120, 1065). - File quarterly estimated payments and extensions. - Ensure all returns are filed on time and in compliance with IRS and state regulations. Compliance Monitoring: - Track changing tax laws, regulations, and IRS guidance. - Ensure compliance with multi-state, federal, and local requirements. - Assist with sales tax, payroll tax, and property tax filings where applicable. Advisory & Planning: - Provide guidance on tax-efficient strategies and credits/deductions. - Advise on structuring transactions to minimize liability. - Assist with international tax issues (if applicable, e.g., transfer pricing, FBAR/FATCA). Audit Support: - Prepare documentation for IRS/state audits. - Respond to tax notices and inquiries. - Maintain organized, audit-ready records. Collaboration: - Work closely with finance and accounting teams during month-end and year-end close. - Partner with external CPAs, auditors, or advisors as needed. Documentation & Process: - Maintain updated SOPs for tax compliance processes. - Document tax positions and assumptions used in filings. What Makes You a Perfect Fit: - Deep knowledge of U.S. tax codes and filing requirements. - Strong analytical and problem-solving skills. - Organized and detail-oriented, especially under deadline pressure. - Clear communicator who can translate tax law into business implications. Required Experience & Skills (Minimum): - 3+ years of experience in tax preparation and compliance. - Proficiency with tax software (UltraTax, ProSeries, Drake, Lacerte, or equivalent). - Familiarity with IRS e-filing systems and state portals. - Strong Excel/Google Sheets skills for reconciliations and reporting. Ideal Experience & Skills: - CPA, EA (Enrolled Agent), or Master’s in Taxation. - Multi-state and international tax exposure. - Industry background in professional services, SaaS, or real estate. - Familiarity with tax planning for high-net-worth individuals or closely held businesses. What Does a Typical Day Look Like? A Tax Specialist’s day revolves around preparing filings, monitoring compliance, and advising on tax strategy. You will: - Review deadlines and ensure all client filings are on track. - Prepare or review returns for individuals and businesses. - Analyze financial records for deductions, credits, and optimization opportunities. - Respond to IRS/state notices or client questions regarding tax obligations. - Document assumptions and maintain audit-ready records. - Collaborate with finance/accounting teams to align tax data with financial reporting. In essence: you ensure taxes are filed correctly, risks are minimized, and opportunities for savings are identified. Key Metrics for Success (KPIs): - 100% of tax filings completed accurately and on time. - Zero compliance penalties or missed deadlines. - Positive feedback from clients and auditors on accuracy and clarity. - Documented and accessible tax records for all filings. - Identification and realization of tax savings opportunities. Interview Process: - Initial Phone Screen - Video Interview with Pavago Recruiter - Practical Task (e.g., prepare a sample tax return scenario or reconcile tax schedules) - Client Interview with Finance/Tax Leadership - Offer & Background Verification

Job Description: Guggenheim Partners is seeking a junior tax professional to join its corporate tax team. The position will be responsible for all aspects of federal tax compliance for the Company’s operating partnerships, c-corporations, and holding company. The position will also include responsibilities around tax planning and assisting with the execution of the Company’s long-term tax strategies. The Tax Analyst/Associate will report to a Tax Manager and will be based in the Chicago office; currently this position is fully remote. Essential Job Functions - Preparation of federal tax return compliance requirements for the firm’s partnership and corporate entities - Preparation of quarterly taxable income estimates - Maintain standardized work paper and tax return organizational system - Manage 3rd party service provider timing and review of their work product - Work on special projects related to complex research issues - Remain current on legislative development and tax planning opportunities - Prepare and maintain documentation for Tax Department compliance related processes Preferred Qualifications - Certified Public Accountant - Completion of a Master’s Degree in Taxation - Asset management/financial services client experience - ASC 740 experience - Information Reporting experience - Strong organization, time management and attention to detail - Ability to work independently and collaboratively - Excellent verbal and written communication skills Basic Qualifications - Completion of a Bachelor’s degree in Accounting and; - Minimum of 2 years of experience in public accounting, including partnership tax compliance - Proficient in Excel Salary - Annual base salary between $130,000 to $140,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs."