Global Finance - Tax - Manager

KKR's Gurugram office will provide best in class services and solutions to our internal stakeholders and clients, drive organization wide process efficiency and transformation, and reflect KKR's global culture and values of teamwork and innovation. The office will contain multifunctional business capabilities and will be integral in furthering the growth and transformation of KKR.

TEAM OVERVIEW

KKR’s Finance, Tax, and Accounting team oversees the firm’s tax compliance, credit and accounting, and reporting matters to produce analytical insights that drive business decisions and long-term success. The team is responsible for designing efficient frameworks through internal and external data and reports to understand the market environment and business dynamics and implement best practices. The team also collaborates closely with KKR’s Legal and Compliance team to ensure compliance and accurate reporting and performance of our corporate tax entities related to our investment funds. The Finance, Tax, and Accounting team also functions as a support for clients, from onboarding to investor communications and overall relationship management across all asset class, as well as responding to any ad-hoc tax-related requests.

POSITION SUMMARY

The role is responsible for collaborating with various groups within the firm on a variety of projects including working closely with the tax advisors to coordinate tax data for investor reporting, analyze tax treatment and review tax withholding calculations, review tax provisions for blocker corporations, respond to investor and ad-hoc tax related requests. The team functions at a high level in a fast-paced environment, consistently collaborating with our finance team, deal team members and external legal and tax advisors.

ROLES & RESPONSIBILITIES

Operational Excellence

• Work closely with outside service providers to ensure timely preparation and filing of fund, co-invests, separately managed accounts, internal discretionary entities annual schedules k-1’s
• Demonstrate strong communication and email writing skills with the ability to correspond directly with banks, investors, Big 4 tax advisors, legal advisors, KKR colleagues, etc.
• Review taxable income estimates for accuracy and completeness to be sent to investors quarterly
• Review tax withholding calculations for distributions within a tight deadline
• Review quarterly tax provisions for blocker corporations

Stakeholder Management

• Interact with the team on a frequent basis to understand their requirements, reporting needs and identify possible concerns and issues
• Review investor tax questions and send clear and well written email responses
• Handle numerous ad-hoc tax related requests for relevant stakeholders

QUALIFICATIONS

• Bachelor's Degree or equivalent work experience required
• 8+ years of experience in a multinational Financial Services organization with Private Equity exposure and understands business processes for US Partnership Tax compliance functions (US individual tax exposure a plus)
• Experience with US tax reporting; details included as part of a partnership federal Schedule K-1, K-2 and K-3 issued to investors as well as state K-1s 
• Demonstrates an understanding of complex tax technical issues
• Demonstrates an understanding of the structure of an investment, including deciphering a structure chart and potential US tax information reporting for investors. 
• Excellent interpersonal and collaboration skills, including strong communication skills and email writing skills with the ability to correspond directly with banks, investors, Big 4 tax advisors, legal advisors, KKR colleagues, etc.
• Ability to decipher, research and address investor tax related questions; understand and simplify complex messages, highlighting and summarizing key points
• Builds strong relationships with local and global colleagues
• Responsible for sharing knowledge/information with peers and team
• Displays team-work orientation and is highly collaborative
• Ability to manage numerous requests and tasks on a daily basis and track/respond to requests in a timely manner
• Can work under pressure and meet tight deadlines
• Ability to understand, review and update workbooks to reflect annual taxable income
• Ability to understand, review and update investor tax projection files
• Systems/ Tools/ Application knowledge:
• MS Excel
• IRS website
• Investran (preferred)
• Displays high intellectual curiosity and innovative mindset
• Demonstrates the highest level of integrity
• Focuses on delivery excellence and accountability
• Displays behaviors of self-reliance

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