U.S. Tax Associate

Barings; Charlotte (NC); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical & dental coverage

Fitness center reimbursement

Employee Assistance Program

Fertility benefits

401(k) with company match

HSA contributions

FSAs

Job summary

Barings is seeking a detail-oriented Tax Associate to join our in-house global tax team in Charlotte, NC. You will support federal and state income tax compliance focused on Form 1065, with exposure to complex investment fund structures and transaction modeling.

You will collaborate with auditors, accounting, treasury, and other teams, while identifying opportunities to automate tax processes and improve operations using AI-enabled tools where appropriate.

Qualifications

• CPA (or CPA candidate) with 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 skills.
• Demonstrate ability to collaborate across teams on complex projects.
• Experience with CorpTax preferred.

Responsibilities

• Prepare Form 1065 for partnerships and assist with state tax filings.
• Assist with partner capital accounts and basis calculations.
• Calculate quarterly taxable income estimates and tax distributions.
• Conduct federal and state tax law research.
• Perform quarterly ASC740 reporting for fund structures.
• Collect and reconcile portfolio company Schedules K-1.
• Provide tax notice support for management company and funds.

Skills

CPA (or CPA candidate)

Excellent accounting and analytical

Strong written and verbal comms

Collaborate across teams

Public accounting/financial services

Education

Undergraduate degree in Accounting, Finance or related

Master’s degree in Accounting (preferred)

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.

Title: Associate, US Tax

Business Unit: Corporate Accounting

Location: Charlotte, NC

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.

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

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.

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

Other Benefits

• Education Assistance Program


• Charitable Matching Gifts Program


• Commuter Reimbursement Program


• Adoption and Surrogacy Reimbursement Program