At a Glance
- Tasks: Join our Finance team as a Tax Specialist, handling U.S. and international tax compliance.
- Company: Qube Research & Technologies is a global leader in quantitative investment management, driven by data and technology.
- Benefits: Enjoy a healthy work-life balance with flexible working options and a supportive team culture.
- Why this job: Be part of an innovative team solving complex challenges in finance while making a real impact.
- Qualifications: 4+ years of U.S. tax experience, preferably with a CPA or EA qualification.
- Other info: We celebrate diversity and encourage a collaborative environment for all employees.
The predicted salary is between 36000 - 60000 £ per year.
Qube Research & Technologies (QRT) is a global quantitative and systematic investment manager, operating in all liquid asset classes across the world. We are a technology and data driven group implementing a scientific approach to investing. Combining data, research, technology, and trading expertise has shaped our collaborative mindset, which enables us to solve the most complex challenges. QRT’s culture of innovation continuously drives our ambition to deliver high quality returns for our investors.
We are hiring a Tax Specialist with U.S. tax experience to join our Finance team and support global tax compliance, reporting and operational tax processes.
Your future role within QRT:
- Coordinate with external tax preparers and review U.S. federal and state/local tax filings (Forms 1065, 1120, 5471, 8865, 1042, PFIC reporting, etc.), with additional support on international/non-U.S. tax filings.
- Monitor and advise on FIRPTA, USRPHC status, and Section 302 redemption events for U.S. investment portfolios.
- Assist with compliance for U.S. and international withholding tax regimes, including Chapters 3 and 4, FATCA, and CRS.
- Support the completion and submission of withholding tax exemption forms (e.g., W-8BEN-E, treaty forms, and equivalents in other jurisdictions).
- Liaise with internal teams and external counterparties to ensure proper documentation and withholding positions across jurisdictions.
- Research and engage with external tax advisors on U.S. and international tax technical matters.
- Monitor, track, and assess developments in U.S. and global tax law.
- Contribute to internal tax policies, controls, process automation, and documentation.
Your present skillset:
- 4+ years of U.S. tax experience in Big 4 or equivalent, with a financial services focus (e.g., hedge fund, PE, or VC) or a similar role in a financial services firm.
- Strong knowledge of U.S. partnership and corporate tax rules.
- Experience with international tax matters is a plus.
- Working knowledge with FIRPTA, USRPHC, and Section 302 rules preferred.
- Familiarity with global withholding tax regimes and documentation requirements (e.g., W-8 series, 1042-S, foreign tax forms) preferred.
- U.S. CPA (preferred) or Enrolled Agent (EA) qualification.
- Excellent communication and project management skills.
- Team player and able to work independently in an international environment.
QRT is an equal opportunity employer. We welcome diversity as essential to our success. QRT empowers employees to work openly and respectfully to achieve collective success. In addition to professional achievement, we are offering initiatives and programs to enable employees achieve a healthy work-life balance.
Contact Detail:
Qube Research and Technologies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Specialist - Qube Research and Technologies
✨Tip Number 1
Familiarise yourself with the specific tax forms mentioned in the job description, such as Forms 1065, 1120, and 5471. Understanding these forms will not only help you during interviews but also demonstrate your proactive approach to the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in U.S. tax compliance. Engaging with industry peers can provide valuable insights and potentially lead to referrals that could strengthen your application.
✨Tip Number 3
Stay updated on recent changes in U.S. and global tax laws, particularly those affecting investment portfolios. Being knowledgeable about current regulations will show your commitment to the field and your ability to adapt to evolving tax environments.
✨Tip Number 4
Prepare to discuss your experience with project management and teamwork during the interview. Highlight specific examples where you've successfully collaborated with internal teams or external advisors, as this aligns with QRT's collaborative culture.
We think you need these skills to ace Tax Specialist - Qube Research and Technologies
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your U.S. tax experience, particularly in financial services. Emphasise relevant roles and responsibilities that align with the job description, such as your familiarity with U.S. partnership and corporate tax rules.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for tax compliance and your understanding of Qube Research & Technologies' innovative approach. Mention specific experiences that demonstrate your ability to handle complex tax matters and your collaborative mindset.
Highlight Relevant Skills: In your application, clearly outline your skills related to U.S. and international tax compliance, project management, and communication. Use examples from your previous roles to illustrate how you have successfully navigated similar challenges.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for a Tax Specialist role.
How to prepare for a job interview at Qube Research and Technologies
✨Showcase Your Tax Knowledge
Make sure to brush up on U.S. tax laws, especially those relevant to partnerships and corporations. Be prepared to discuss your experience with specific forms like 1065 and 1120, as well as any international tax matters you've handled.
✨Demonstrate Your Analytical Skills
Since Qube Research & Technologies values a scientific approach to investing, be ready to explain how you analyse tax data and make informed decisions. Use examples from your past roles to illustrate your problem-solving abilities.
✨Highlight Your Teamwork Experience
QRT emphasises collaboration, so share instances where you've successfully worked with internal teams or external advisors. Discuss how you ensure proper documentation and compliance across jurisdictions.
✨Prepare Questions About the Company Culture
Research QRT's culture of innovation and their approach to work-life balance. Prepare thoughtful questions that show your interest in their values and how you can contribute to their collaborative mindset.