Team Lead – Operation (Taxation) Full Time

WHY LINEDATA ?

Join us in shaping the fintech of tomorrow.

With more than 1,350 colleagues across 20 locations worldwide, you’ll help build cutting-edge platforms and tailored services that power the daily operations of 700 leading financial institutions. As a global, multicultural company with over 45 nationalities represented and just as many languages spoken, we thrive on diverse perspectives and collaboration. Together, we tackle future-focused topics like Al and the digitalization of finance, delivering smart solutions for our customers.

Whether you’re just beginning your career or are an experienced professional, Linedata offers exposure to large-scale client projects, internal mobility and opportunities to develop your skills alongside leading experts.

Position Responsibilities

The role will involve the following critical activities:

• Be a member of the Tax Compliance team supporting tax management for both fund entities and various Special Purpose Vehicles (SPVs).
• Review tax workpapers for partnerships and corporations: Book-to-tax differences, Allocation calculations, State tax computations, Tax analysis on various financial transactions
• Ensure timely and accurate federal, state/local, and foreign income tax filings, including withholding tax reporting and investor reporting such as Schedule K-1, Schedule K-3, and Form 1042-S.
• Review federal, state/local, and foreign income and informational tax returns for partnership, trust, and corporate entities.
• Manage the collection and tracking of external flow-through Schedule K-1s received from lower-tier investments.
• Support recurring tax compliance initiatives, including FATCA and CRS, by assisting in the preparation, review, and documentation of tax forms, such as IRS Forms (W-9, W-8BEN-E, W-8IMY) while ensuring accurate record maintenance and compliance with relevant regulatory requirements.
• Support regulatory and entity documentation processes including Form 8832 and Form SS-4 filings.
• Collaborate with tax advisors and internal stakeholders to identify and implement process improvements using technology solutions.
• Gain familiarity with Irish VAT principles and reporting requirements and support related compliance activities where required.
• Liaise with tax advisers across multiple jurisdictions, including but not limited to US, UK, India, Hong Kong, and Ireland.

Looking For

Must Have:

• 3-4 years of experience; Public Accounting, Financial Services, Hedge Fund or Private Equity experience preferred
• Bachelor’s degree in Accounting, CPA/MBA/CA required.
• Strong communication and organizational skills, attention to detail and prioritization capabilities
• Exposure to international tax compliance and interest in learning multiple tax jurisdictions.
• Exposure to FATCA/CRS compliance processes and IRS Tax Forms (W-9, W-8BEN-E, W-8IMY)
• Basic understanding of US partnership taxation and investor reporting (K-1, K-3, 1042-S, etc.).
• Ability to work collaboratively with internal teams, administrators, and external tax advisors
• Excellent interpersonal skills and ability to work as a team player across the Finance organization.

Good To Have

• Interest in global tax regulations and cross-border investments.
• Willingness to learn tax frameworks across jurisdictions, including but not limited to US, UK, Hong Kong, Ireland, and India.
• Experience working with fund administrators and complex fund structures is a plus.
• Basic awareness of Irish VAT would be an added advantage.