Senior Fund Taxation & ETF Reporting Lead

SRI Conference; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Goldman Sachs is seeking a seasoned tax professional to join Global Tax. The role focuses on reviewing externally prepared tax returns and global income tax provisions related to investment funds within Goldman Sachs Asset Management.

You will work closely with controllers, global tax, and external advisers to ensure accurate tax accounting under US GAAP/ASC 740, and oversee fund tax compliance and distributions across US and EMEA, in a fast-paced environment.

Qualifications

• Professionally qualified - CPA preferred.
• 8-12 years post-qualification tax experience at a leading firm.
• Knowledge of financial reporting requirements, accounting for income taxes, and tax disclosures for registered investment companies.
• Strong understanding of tax treatment of complex securities, derivatives, swap agreements, and foreign currency transactions.
• Knowledge of fund tax compliance and fund tax structures.

Responsibilities

• Review Subchapter M and Excise tax provisions, tax returns, and tax disclosures.
• Oversee qualification tests to maintain RIC status.
• Manage tax provision process under US GAAP/ASC 740.
• Calculate and distribute excise taxes and capital gains distributions with fund admins.
• Serve as a point of contact for external advisors and accounting firms.
• Liaise with portfolio management, fund accounting, legal, and compliance teams in US/EMEA.

Skills

CPA preferred

Tax experience

Communication

Attention to detail

Tools

US GAAP

ASC 740

Job description

Goldman Sachs is seeking a seasoned tax professional to join Global Tax. The role focuses on reviewing externally prepared tax returns and global income tax provisions related to investment funds within Goldman Sachs Asset Management.

You will work closely with controllers, global tax, and external advisers to ensure accurate tax accounting under US GAAP/ASC 740, and oversee fund tax compliance and distributions across US and EMEA, in a fast-paced environment.