• Ensure compliance with federal, state, and local tax regulations • Handle complex tax matters related to partnership structures • Preparation of tax workpapers • Reviewing tax returns • Making tax payments • Providing strategic tax analysis through effective use of technology and data-driven tools • Collaborate with internal teams, external tax providers, external auditors, and regulatory agencies to minimize tax liabilities, ensure compliance and efficiently handle tax risk

• Prepare and review federal and state partnership tax returns (Form 1065 and related schedules) for venture capital fund clients • Manage K-1 production, quality review, and delivery to limited partners • Coordinate with fund accountants and external CPAs to gather source data and resolve discrepancies • Respond to tax notices and support client inquiries on fund-level tax matters • Track filing deadlines across a portfolio of funds and ensure nothing slips • Identify and flag technical issues (allocations, Section 704(b), carried interest treatment, PFIC considerations) and escalate appropriately • Support process improvements to make the K-1 delivery workflow faster and more accurate at scale

• Drive corporate income tax matters across the Americas region, including corporate income tax compliance, reporting, and planning activities. • Drive change in existing processes including use of AI in income tax compliance and reporting • Coordinate with internal teams and external advisors to support tax return preparation and filings. • Monitor tax law changes and assist in assessing impacts. • Manage tax audits and inquiries. • Analyze key US, Canadian and Latin America tax drivers and provide insights. • Partner with finance and legal teams on tax-related matters. • Support key tax planning initiatives and process improvements. • Prepare US, Canadian and Latin America components of the quarterly and annual income tax provision under IAS 12 / ASC 740. • Assist with reconciliations, disclosures, and reporting schedules. • Support cash tax forecasts and tax budgeting processes. • Assist with international tax matters including Country-By-Country reporting, Pillar 2, and international tax treaty analysis.

• As a Manager within the Global Information Reporting Services practice you will be part of a diverse team abound with opportunity to grow into a financial industry leader in the area of international tax transparency, transforming Private Equity processes • Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships • Provide advisory services to financial institutions regarding 1099 requirements • Coordinate international teams, across CRS participating jurisdictions, to assist financial institutions with their compliance efforts with these rules • Build relationships with clients, and manage engagement workflows, while supervising tax associates and customer service specialists • Perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, and Chapter 3 requirements • Contribute to internal technology development by assisting with the design, the drafting of business requirements and technology testing • Participate in trainings and educate tax associates on the impacts of these regulations • Additional responsibilities as assigned **