GCM Grosvenor · 1 week ago
Tax Principal
Chicago, IL
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $185K/yr
8+ years expGCM Grosvenor is a global alternative asset management solutions provider, and they are seeking a Tax Principal to manage all tax aspects of their Fund tax business. The role involves coordinating tax compliance processes, leading tax improvement projects, and communicating with various departments to enhance efficiency and risk management.
Asset ManagementBankingFinancial ServicesProfessional Services
Responsibilities
Coordinate with others to manage the Global tax compliance process for investment partnerships and accounts managed by the firm including Federal, State, and International tax reporting
Lead tax process improvement projects using different tax technology solutions while collaborating with various Departments with a high focus on increasing efficiency and risk management
Communicate regularly with Fund Finance and Treasury executives to implement strategies designed to improve the transfer of information between groups, including the tracking, booking, and processing of tax payments and refunds
Research tax technical issues and articulate findings in a manner suitable for the audience
Work with service providers to stay abreast of legislative and regulatory tax changes and communicate tax developments to management team
Review tax deliverables with a focus on accuracy and timeliness
Draft client correspondence and participate in communications with clients, as needed
Review fund structures of underlying fund investments for domestic and foreign entities and identify tax filing and income reporting requirements
Review partnership allocations of income for investment partnerships and issue K-1s to investors
Perform related duties as assigned including handling tax notices, updating tax forms, responding to investment tax questionnaires
Explore and implement AI-driven tools and automation to enhance tax workflows, improve data accuracy, and increase processing efficiency across tax compliance and reporting
Qualification
Required
CPA required, BA/BS in Accounting, MST preferred, minimum 3.5 GPA
Minimum of 8 years public and/or private tax experience required, preferably a public/private mix
Proficient user in Microsoft Excel with the ability to efficiently manage large datasets required
Expertise in federal and state returns for domestic and foreign partnerships and corporations
Expertise in international tax including experience with PFICs, CFCs, ECI/FDAP/FIRPTA withholding
Strong organizational/project management skills and detail-oriented mindset
Excellent communication skills - both written and oral
Demonstrated initiative and ability to work in a fast paced, changing environment
High degree of integrity
Positive attitude and strong work ethic
Ability to balance multiple concurrent projects
Demonstrated ability to work effectively as part of a team
Must be resourceful and capable of developing a network of effective relationships with a variety of service providers and internal professionals across departments
Preferred
MST preferred
Experience with FATCA/CRS reporting and RICs a plus
Experience with Alteryx, Power Automate, or Power BI a plus
Benefits
Comprehensive healthcare coverage (including medical, dental, vision and life insurance)
Flexible spending accounts
Employer sponsored retirement plan
Paid time off
Parental leave
Short-term and long-term disability
Other care/wellness programs
Company
GCM Grosvenor
GCM Grosvenor is an investment management firm that specializes in hedge funds, private equity, real estate, and infrastructure investments.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$195MKey Investors
Cantor Fitzgerald
2023-10-25Post Ipo Equity
2020-11-18IPO
2020-11-17Post Ipo Equity· $195M
Leadership Team
Michael Sacks
CEO
Pamela Bentley
Chief Financial Officer
Recent News
2026-01-09
2026-01-09
Company data provided by crunchbase