Tax Accountant

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

Department Overview

The Tax Department at Golub Capital ("GC Tax") is a team of tax professionals consisting of tax attorneys and tax accountants responsible for tax planning and compliance. The team strives to deliver thoughtful and informed tax planning recommendations to maximize after‑tax returns for investors and Golub Capital owners, proactively identify and mitigate material tax risks and ensure the materially accurate and timely completion of tax filings and investor tax deliverables. GC Tax collaborates with multiple departments to ensure tax is integrated into Golub Capital’s broader goals.

Position Information

Hiring Manager Deputy Head of Tax

Department Tax

Key Objectives Of GC Tax

• Investor‑Centric Tax Planning: deliver commercially minded tax guidance that supports optimizing investor outcomes
• Risk Management: establish robust processes for identifying, assessing and mitigating material tax risks
• Operational Excellence: streamline workflows to ensure consistent, materially accurate and timely delivery of tax filings and investor tax deliverables
• Strategic Alignment: integrate tax planning with broader firmwide strategic goals, embedding tax decisions early in decision‑making processes

Position Responsibilities

The Tax Accountant will be responsible for facilitating the preparation of investor tax deliverables (including K‑1s and PFIC statements) and federal and state tax returns.

Primary duties and responsibilities include, but are not limited to:

• Reviewing tax workpapers and federal, state and / or local tax returns prepared by external tax advisors for a range of domestic and foreign entities including: (1) privately held investment partnerships and PFICs, (2) various subsidiaries of these entities including numerous blocker corporations and (3) publicly traded and privately held Business Development Companies ("BDC") that are Regulated Investment Companies ("RIC") for U.S. tax purposes
• Preparing Forms W‑8, W‑9, 8832 and / or SS‑4 for newly created entities
• Assisting with annual information reporting, including working on various Forms 1099 (e.g., 1099‑DIV, 1099‑INT) and Form 1042‑S
• Preparing summaries of relevant information for senior leadership review
• Computing quarterly estimated taxable income for Golub Capital funds and allocations to the GPs
• Reviewing quarterly estimated tax payment calculations prepared by external tax advisors
• Liaising with internal teams to ensure complete and accurate tax workpaper support packages are provided to the external tax advisors
• Partnering with the Investor Communications Team and other investor‑facing teams to address investor tax questions and requests
• Contacting portfolio companies to obtain current year Schedule K‑1s, 1099‑DIVs or 1042‑S
• Assisting with drafting ASC 740 memos and reviewing tax provisions and tax footnotes for entities that undergo financial statement audits
• Preparing recurring exhibits for monthly tax meeting with senior management
• Assisting in reviewing tax notices from various jurisdictions and providing draft responses or recommend action plans
• Leveraging AI‑driven tools and other technology to streamline tax processes, improve accuracy and enhance efficiency across routine tasks
• Supporting ad‑hoc projects as needed

Candidate Requirements

• Bachelor’s degree in Accounting or Finance; CPA and / or Master’s degree in Accounting or Taxation a plus
• Minimum of 3 years’ relevant tax experience in the financial services industry (Big 4 accounting firm experience a plus)
• Meaningful knowledge of partnership taxation is a plus
• Some experience with state tax, RICs, taxation of debt instruments and / or foreign tax compliance is a plus
• Ability to learn and excel at day‑to‑day responsibilities
• Highly meticulous, detail‑oriented and process driven
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success

• Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
• Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
• Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
• Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

Department‑Specific Competencies

• Tax Knowledge: Complies with tax laws and regulations. Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders.
• Tax Standards and Compliance: Ensures compliance with internal policy, standards and procedures related to tax accounting. Stays current on legislative and regulatory changes and implements practices to stay compliant.
• Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.
• Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people.
• Communication and Documentation: Documents and communicates processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. Interprets and explains financial information to other departments.
• Vendor Management: Manages and coordinates with external service providers.

Compensation And Benefits

For Illinois and New York Only: It is expected that the base salary range for this position will be $80,000 to $110,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at‑will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.

Equal Opportunity Employer

Golub Capital is an Equal Opportunity Employer.

Privacy Notice

Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre‑hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital’s US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.