Investor-Tax Accountant (Hybrid)

Golub Capital; Chicago (IL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) eligibility

Paid time off benefits

Medical and financial benefits

Job summary

Golub Capital is seeking a proactive Tax Accountant in Chicago to facilitate the preparation of investor tax deliverables, including K-1s and federal tax returns. The successful candidate will review tax workpapers and collaborate with external tax advisors while ensuring compliance with tax regulations.

A Bachelor’s degree in Accounting or Finance is required, with a minimum of 3 years of relevant experience in the financial services industry preferred. This role offers a competitive salary range of $80,000 to $110,000 and various benefits.

Qualifications

• Minimum of 3 years relevant tax experience in the financial services industry.
• Meaningful knowledge of partnership taxation is a plus.
• Some experience with state tax, RICs, taxation of debt instruments, or foreign tax compliance.

Responsibilities

• Prepare investor tax deliverables including K-1s and federal/state tax returns.
• Review tax workpapers and returns prepared by external advisors.
• Prepare Forms W-8, W-9, and assist with annual information reporting.

Skills

Attention to detail

Tax knowledge

Analytical reasoning

Communication skills

Education

Bachelor's degree in Accounting or Finance

CPA and/or Master's degree in Accounting or Taxation

Tools

Tax software

Job description

Golub Capital is seeking a proactive Tax Accountant in Chicago to facilitate the preparation of investor tax deliverables, including K-1s and federal tax returns. The successful candidate will review tax workpapers and collaborate with external tax advisors while ensuring compliance with tax regulations.

A Bachelor’s degree in Accounting or Finance is required, with a minimum of 3 years of relevant experience in the financial services industry preferred. This role offers a competitive salary range of $80,000 to $110,000 and various benefits.