Sr Accountant, Tax Controller Team
Carlyle Investment Management, LLC

Job Info

Position Summary

This role is a position within the Corporate Accounting Department - Tax Controller Team, and will report directly to the Tax Controller Manager.

The responsibilities associated with this role include but is not limited to the:

  • Preparation and execution of a monthly corporate tax accounting close process
  • Preparation of tax books and records deliverables for firm entities for yearend tax compliance
  • Preparation of tax basis/income deliverables for quarterly tax provision/estimated payments
  • Maintenance of tax account logic for accounts and entities, ensuring consistent usage across ledgers
  • Support of firm tax in certain information reporting (e.g. Country by Country Reporting, transfer pricing)
  • Preparing analysis to support tax forecasting and planning
  • Maintenance of investment/legal entity hierarchies in our systems of record
In addition, this position will assist in the design, implementation and execution of process improvements and new initiatives to support the firm tax processes.

Key Duties/Responsibilities

Corporate Tax Accounting Close
  • Participate in the review and reconciliation of tax accounting data
  • Assist with the design, implementation and review of reconciliation / validation procedures to confirm the completeness and accuracy of taxable income and tax basis
  • Coordination with other internal stakeholders (Firm Tax, Corporate Accounting, etc.) to provide tax related information or provide PBC information to external service providers
  • Prepare tax estimates for certain processes
  • Participate in process improvement and efficiency efforts
Provision & Planning
  • Execution of taxable income/tax basis processes that support the firm's tax provision
  • Document SOX 404 processes related to the tax provision
  • Maintain book to tax difference records and account/legal entity logic
  • Preparation of consolidated tax provision workpapers and disclosures
  • Provide data and analysis support forecasting of taxable income to the firm tax team
  • Support firm tax data needs for certain information reporting (e.g. Country by Country Reporting, transfer pricing)
Tax Compliance
  • Assist with the preparation and delivery of books and records used to prepare annual tax returns for firm entities
  • Assist firm tax and external service provider (PWC) as needed with questions/analysis of entity books and records
  • Assist with the review tax workpapers to ensure consistency with books and records
  • Assist in providing taxable income data for quarterly federal and state tax estimates
Data Management
  • Liaise with Corporate Accounting, Partnership Accounting and other stakeholders on process changes to improve tax reporting
  • Liaise with Enterprise Process Operations Support Team (EPOST) and Global Technology (GTS) to improve reporting and process functions related to tax reporting
  • Maintain investment and legal entity hierarchies in our systems of record


Knowledge and Experience
  • Minimum of 3 years of professional experience in accounting/tax required
  • Corporate tax compliance/provision experience preferred
  • Multi-ledger C corporation accounting experience preferred
  • Private equity experience preferred
Education and Certifications
  • Bachelor's degree, required
  • Accounting or Finance major, or relevant experience in financial services and/or a similar accounting function combined with a major in another field, required
  • CPA or CPA-eligible preferred
  • Master's degree in Accounting/Taxation a plus
Position-Specific Technical Requirements
  • Proficient Microsoft Office skills
  • Self-Starter
  • Strong interpersonal skills
  • Strong organizational skills
  • Detail-oriented
  • Organized and efficient approach to record-keeping
  • Excellent communication skills - both written and oral. Must be able to ask questions and gather data from a variety of resources and other staff members within the firm
  • Demonstrated ability to work effectively as part of a team
  • Ability to multi-task in a fast-paced environment
  • Solid technology and financial system skills a plus (training available for specific Carlyle systems)

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $260 billion of assets under management and more than half of the AUM managed by women, across 437 investment vehicles as of March 31, 2021. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 1,800 professionals operating in 29 offices in North America, South America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.
At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business. As our Chief Executive Officer, Kewsong Lee, stated, "We seek to attract individuals from a broad set of backgrounds and experiences because we know that diverse teams ask better questions and inclusive teams find better answers. Our diverse and inclusive community makes us better partners and ultimately, helps us to build better."

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