Tax Specialist

What is the Tax Specialist in Lexington Partners group responsible for?

• The Tax team at Lexington is comprised of 5 dedicated professionals in New York. The primary responsibility of the group is managing the day-to-day accounting of all Lexington management company investments

What are the ongoing responsibilities of a Tax Specialist?

• Assisting in the review of workpapers for U.S. federal, state, and local tax returns

• Assisting in the review of foreign tax reporting

• Assisting in the investor due diligence and onboarding processes

• Ongoing collection, tracking and monitoring of investor forms and data to be used in FATCA and CRS reporting

• Ongoing collection, tracking and monitoring of tax reporting from underlying investments via Canoe

• Responding to various IRS, state, and local tax notices

• Coordinating with external service providers to ensure timely completion of deliverables

• Communicating and responding to various investor tax requests

What ideal qualifications, skills & experience would help someone to be Successful?

• Bachelor’s degree or higher in finance, accounting, or business from an accredited college or university with a strong academic track record

• Minimum of 4 years of relevant experience at a financial institution or big 4 accounting firm

• Experience in U.S. or private equity taxation is preferred

• Fluency in English with excellent written and verbal communication skills

• Strong proficiency with Microsoft Excel

• Strong work ethic and proactive, positive attitude in a fast-paced environment with enthusiasm for expanding knowledge

• Team-oriented, energetic self-starter with ability to collaborate cross-functionally across an organization as well as part of a team

• Ability to support multiple projects with tight deadlines

• Strong interpersonal, problem solving, analytical, and troubleshooting skills

Job Level - Individual Contributor

Work Shift Timings - 2:00 PM - 11:00 PM IST