Remote Tax Specialist for US Fund Structures

Kontak Recruitment; United States; Remote; USD 54,000 - 78,000; Full time

Benefits offered by this job

Remote work in SA

Equipment provided

20 days leave plus SA holidays

Bonus discussed at offer stage

Job summary

Kontak Recruitment is seeking a Tax Specialist for a fully remote role based in South Africa. You will perform first-level review of US federal and state tax returns, coordinate with third-party firms, and ensure accurate K-1 reporting for complex fund structures.

Ideal candidates have 5–7 years big four tax experience, strong Excel, and familiarity with Geneva. US tax knowledge and English proficiency are essential for collaboration with US colleagues and service providers.

Qualifications

• 5-7 years big four experience in tax is preferred.
• Experience supporting US/UK/Irish asset management or private equity tax is desirable.
• Hands-on with Geneva or similar fund accounting systems.
• Advanced Excel with large datasets and traceable workpapers.

Responsibilities

• Perform first level review of US federal/state tax returns prepared by third parties.
• Review Schedule K-1 deliverables for accuracy and investor reporting.
• Check estimated tax calculations and supporting schedules before payments.
• Reconcile tax workpapers to book income and portfolio data.
• Maintain tax forms including W-9, W-8BEN-E, W-8IMY for entities.
• Coordinate with third-party tax firms and fund administrators.

Skills

Advanced Excel

US tax knowledge

Attention to detail

English communication

Tools

Geneva

Claude AI tools

Job description

Kontak Recruitment is seeking a Tax Specialist for a fully remote role based in South Africa. You will perform first-level review of US federal and state tax returns, coordinate with third-party firms, and ensure accurate K-1 reporting for complex fund structures.

Ideal candidates have 5–7 years big four tax experience, strong Excel, and familiarity with Geneva. US tax knowledge and English proficiency are essential for collaboration with US colleagues and service providers.