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Churchill Asset Management · 6 hours ago

Senior Associate, Tax

Charlotte, NC

Full-time

Onsite

Mid, Senior Level

$110K/yr - $130K/yr

4+ years exp

Churchill Asset Management is an investment-specialist affiliate of Nuveen, providing customized financing solutions to middle market private equity firms. The Senior Associate, Tax will assist with tax compliance oversight, manage junior tax members, and ensure effective communication with tax regulators and investors.

Financial Services

H1B Sponsor Likely

Responsibilities

Assist the VP of Tax and Head of Tax with federal, state/local, and international tax compliance oversight, providing tax consulting advice to business partners, working with deal teams to maximize tax efficiency of investment structures

Responsible for managing junior tax member, providing oversight and guidance on the above reporting functions

Will work closely with junior and senior members of the Finance/Accounting team

Assisting with correspondence with federal and state tax regulators

Assisting with tracking/mailing all federal and state/local tax filings

Responsible for reviewing quarterly tax provision calculations prepared by external vendors

Responsible for reviewing tax waterfall (carried interest) models and related tax distributions, in keeping with the applicable legal terms

Assisting with oversight and coordination of tax compliance services from third party tax service providers

Responsible for assisting in keeping investor relations informed of tax reporting timing for the firm’s investors as well as responding to investor tax inquiries

Assisting with the investment management company’s tax reporting obligations

Qualification

Tax compliance oversightInvestment taxation experienceCPA certificationMutual Fund complianceFinancial modelingMicrosoft ExcelHighly organizedDetail-orientedCollaborationCommunication

Required

Bachelor's degree in relevant field

4+ years of public/private investment taxation experience

Knowledge of private credit and traditional private equity fund taxation

Proficient in Microsoft Excel

Highly organized and detail-oriented individual who can get the big picture

Ability to collaborate with others across the firm as well as work independently

Ability to take on a new task and own the process from start to finish

Ability and drive to identify areas for improvement and provide practical solutions/recommendations for improvement

Preferred

CPA preferred

Mutual Fund/RIC compliance experience strongly preferred

Experience with Business Development Companies (BDC's) is a plus

Benefits

Superior retirement program

Highly competitive health, wellness and work life offerings

Company

Churchill Asset Management

Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to U.S.

Founded in 2006

New York, NY, US

201-500 employees

https://www.churchillam.com/what-we-do/junior-capital/

H1B Sponsorship

Churchill Asset Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)

2022 (2)

2020 (1)