Tax Accountant

Tax Accountant

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.

The key objectives of GC Tax include:

• 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

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 work papers 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

Qualifications &

Experience:

• 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 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 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 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 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.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Tax Knowledge:
  Complies with tax laws and regulations. Stays informed of changes to tax law, regulations and…