US Tax Lead

US Tax Lead

Software Guidance & Assistance, Inc., (SGA), is searching for a US Tax Lead for a contract assignment with one of our premier investment management clients in Dallas, TX. 4 days in office per week.

Responsibilities:

• Lead U.S. and Canadian tax compliance and reporting support for private markets clients across annual cycles, with exposure to additional jurisdictions as required
• Own and manage relationships with external tax preparers and key client stakeholders, ensuring clear communication, timely information flow, and effective issue resolution
• Oversee annual tax filings and investor reporting, including partnership, corporate, and withholding returns, K?1s, tax estimates, and related deliverables
• Execute annual 1099?NEC filings for vendor fees on behalf of clients
• Provide guidance on complex tax matters, including withholding requirements, tax notices, payments, escalations, and tax documentation
• Support tax accounting and provision?related analysis, including ASC 740 matters where applicable, and contribute to tax risk assessment and issue resolution
• Support FATCA and CRS compliance activities, including onboarding and oversight of investor tax records
• Partner closely with Fund Administration, Compliance, Legal, Treasury, and Operations to resolve issues, strengthen controls, and enhance delivery
• Identify and implement process improvements, operating model enhancements, and automation opportunities to support scalability
• Lead, coach, and develop junior team members, fostering accountability, collaboration, and high standards of execution
• Perform additional duties commensurate with the role and level of responsibility

Required Skills:

• Strong technical expertise in U.S. partnership, corporate, and withholding tax compliance, gained within private markets, fund administration, or financial services
• Experience supporting alternative and international investment structures, with a solid understanding of legal entities and fund and investor reporting requirements
• Proven ability to manage complex, multi?stream deliverables with strong attention to detail, risk awareness, and sound judgment
• Confident stakeholder management skills, with experience engaging clients, external advisors, and cross?functional internal teams
• Working knowledge of FATCA, CRS, withholding processes, and investor tax documentation, including Forms W?9 and W?8 series
• A continuous?improvement mindset, with the ability to implement scalable solutions and contribute to automation initiatives
• Strong communication, leadership, and people?development capabilities
• Advanced proficiency in Excel and Microsoft Office

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities.