AVP, Corporate Accounting
Carlyle Investment Management, LLC


Job Info


Position Summary

As a key role under the Tax Controllership, this position is dedicated to working with the Tax Department and the various accounting and systems teams to ensure the accuracy of the financial information used for tax reporting and compliance.

This position's primary responsibilities include, but are not limited to, the following:

  • Oversight and review of a monthly corporate tax accounting close process
  • Review and reconciliation of data used for yearend firm tax compliance, including the resolution of issues
  • Maintenance of account logic for reporting, ensuring consistent usage across ledgers, and investment/legal entity hierarchies in our systems of record
  • Support of various information reporting regimes (e.g., Country by Country Reporting, transfer pricing, FATCA/CRS)
  • Participate in the design, implementation and execution of process improvements and new initiatives to support the firm tax processes.


Key Duties/Responsibilities

Corporate Accounting Close
  • Supervise, develop and train seniors in the review and reconciliation of accounting data
  • Design, implement and review of reconciliation / validation procedures to confirm the completeness and accuracy of financial data
  • Coordinate with other internal stakeholders (Firm Tax, Corporate Accounting, etc.) to provide data deliverables to external service providers in the preparation of tax returns
  • Participate in process improvement and efficiency efforts
Tax Operations and Reporting
  • Review and provide entity demographic information to support tax compliance fee setting / progress tracking
  • Support data needs for various information reporting regimes (e.g. Country by Country Reporting, transfer pricing, FATCA/CRS)
Tax Compliance
  • Supervise 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
  • Review tax workpapers to ensure consistency with books and records
  • Provide data inputs 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
  • Participate in defining requirements, testing and implementation of processes and technology
  • Maintain investment and legal entity hierarchies in our systems of record


Qualifications

Knowledge and Experience
  • Minimum of 8 years relevant accounting/tax experience, required
  • Corporate tax compliance/provision experience preferred
  • Corporate consolidation 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 fund administration combined with a major in another field, required
  • MBA or Masters a plus
  • CPA strongly preferred
Position-Specific Technical Requirements
  • Proficient Microsoft Office and advanced proficiency in Excel
  • Self-Starter
  • Strong interpersonal skills
  • Strong organizational skills
  • Detail-oriented
  • Organized and efficient approach to record-keeping
  • Proven ability to structure & manage large volumes of data
  • 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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