U.S. Tax Associate

Barings LLC; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) Match

Health benefits

Paid vacation

Paid holidays

Employee Assistance Program (EAP)

Fertility benefits

Commuter reimbursement

Education assistance

Volunteer time off

Job summary

Barings LLC in Charlotte, NC seeks a detail-oriented Tax Associate to join the in-house tax team. The role supports federal and state income tax compliance with focus on Form 1065, U.S.

Return of Partnership Income, and exposure to investment fund structures. Based at Barings headquarters, you will work with cross-functional teams across Accounting, Treasury, Legal and FP&A, and contribute to tax process improvement including AI-enabled tools.

Qualifications

• CPA (or CPA candidate) with at least 2+ years of relevant experience in public accounting or financial services.
• Undergraduate degree in Accounting, Finance or related discipline; Master’s preferred.
• Excellent accounting and analytical skills; strong written and verbal communication.
• Collaborate across teams on complex projects; experience with CorpTax preferred.

Responsibilities

• Prepare Form 1065 support for the management company and state filings.
• Maintain partner capital accounts and basis calculations.
• Compute quarterly taxable income estimates and tax distributions.
• Research federal and state tax laws; ASC740 reporting for fund structures.
• Collect and reconcile K-1s; assist with FATCA/CRS reporting.
• Support tax operations and liaise with auditors, treasury, and legal teams.
• Identify opportunities to automate and streamline tax processes, incl. AI tools.

Skills

CPA candidate

Analytical skills

Communication skills

Team collaboration

Education

Accounting or Finance degree

Master's in Accounting (preferred)

Tools

CorpTax

Job description

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Job Title

Associate

Location

Charlotte, NC

Job Summary

We are seeking a detail-oriented and analytical Tax Associate to join our in-house global tax team. This position will support federal and state income tax compliance, with a specialized focus on Form 1065, U.S. Return of Partnership Income. In this position, you will also gain exposure to complex investment fund structures, capital allocations, and transaction modeling. The position will reside in our corporate headquarters in Charlotte, NC, reporting to the Director of U.S. Tax.

Primary Responsibilities

• Management company Form 1065 preparation support, including assistance with state tax filings
• Partner capital account maintenance and basis calculations support
• Calculation of management company quarterly taxable income estimates and tax distributions support
• Federal and state tax law research
• Quarterly ASC740 reporting for fund structures
• Collection and reconciliation of portfolio companies Schedules K-1
• Tax notice support for the management company and funds
• FATCA/CRS reporting and related tax operations support for funds
• Use tax and property tax filings for the management company
• Partner effectively with external and internal auditors, Accounting. Treasury, Product Management, Legal, FP&A, and other teams across the enterprise
• Identify, recommend, and implement opportunities to improve, automate, and streamline tax processes, including leveraging AI-enabled tools and technologies where appropriate

Qualifications

• CPA (or CPA candidate) with at least 2+ years of relevant experience in public accounting or financial services
• Undergraduate degree in Accounting, Finance or related discipline is required; a Master’s degree in Accounting and/or previous experience in public accounting strongly preferred
• Excellent accounting and analytical skills
• Strong written and verbal communication skills
• Demonstrate ability to collaborate across teams on complex projects
• Experience with CorpTax preferred.

Requisite Skills

• Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

Additional Skills

Barings offers a comprehensive benefits package including:

• CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits
• FINANCIAL WELL-BEING
• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account
• LIFE INSURANCE Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance
• TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time
• EDUCATION ASSISTANCE PROGRAM
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program

About Barings

Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative, institutional-quality solutions and service. Our team-driven culture is based on transparency, responsibility and putting our clients’ interests first. We listen to our clients to understand their needs, so that we can be a strategic advisor and long-term partner in meeting their unique investment goals. Risk management and protecting our investors’ capital over the long term is an essential component of our lasting partnerships. Barings is also committed to building long-term relationships with our associates and providing opportunities and support to help them succeed. With our expanding business and global footprint, Barings offers a wealth of opportunities for associates who share our culture, values and commitment to excellence in client service. As an organization, we believe that a diversity of perspectives and strengths is essential to meeting the evolving needs of our clients, and we are committed to attracting and retaining a talented workforce as diverse as the clients and communities that contribute to our success.