At a Glance
- Tasks: Join our Tax & Finance team to support U.S. tax compliance and advisory processes.
- Company: Qube Research & Technologies is a global leader in quantitative investment management.
- Benefits: Enjoy a healthy work-life balance with flexible working options and corporate perks.
- Why this job: Be part of an innovative culture that values collaboration and tackles complex challenges.
- Qualifications: 4+ years of U.S. tax experience, CPA preferred, with strong communication skills.
- Other info: We celebrate diversity and empower employees to achieve collective success.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
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.
Join our Tax & Finance team as a Tax Specialist with U.S. tax experience, supporting tax compliance, advisory, 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.
- Assist with ad hoc advisory matters and compliance for U.S./ 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.
- Monitor and advise on FIRPTA, USRPHC status, and Section 302 redemption events for U.S. investment portfolios.
- Research and engage with external tax advisors on U.S. and international tax technical matters.
- Monitor, track, and assess developments in U.S. and international tax regulations.
- 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.
- U.S. CPA (preferred) or Enrolled Agent qualification.
- Strong knowledge of U.S. partnership and corporate tax rules, as well as U.S. anti-deferral rules.
- Experience with international tax matters in a tax advisory capacity is a plus.
- Excellent communication and project management skills.
- Self-starter with a strong sense of urgency and the ability to work independently, as well as in a team 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.
U.S. Tax Specialist - Qube Research and Technologies employer: Qube Research and Technologies
Contact Detail:
Qube Research and Technologies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land U.S. Tax Specialist - Qube Research and Technologies
✨Tip Number 1
Familiarise yourself with the specific U.S. tax forms mentioned in the job description, such as Forms 1065 and 1120. Understanding these forms will not only help you in 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 them can provide insights into the industry and may even lead to referrals for the position.
✨Tip Number 3
Stay updated on recent changes in U.S. and international tax regulations. Being knowledgeable about current developments will show your commitment to the field and your ability to adapt to new challenges.
✨Tip Number 4
Prepare to discuss your experience with project management and teamwork during the interview. Highlighting specific examples of how you've successfully collaborated on tax-related projects will align well with QRT's collaborative culture.
We think you need these skills to ace U.S. Tax Specialist - Qube Research and Technologies
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your U.S. tax experience, especially in relation to the financial services sector. Include specific examples of your work with tax compliance and advisory roles that align with the job description.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of Qube Research & Technologies' culture and how your skills can contribute to their Tax & Finance team. Mention your experience with U.S. federal and state/local tax filings and any relevant qualifications.
Highlight Relevant Skills: In your application, emphasise your knowledge of U.S. partnership and corporate tax rules, as well as your experience with international tax matters. This will demonstrate your suitability for the role and your ability to handle complex tax 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 in the tax field.
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 regulations, especially those related to partnerships and corporations. Be prepared to discuss specific forms like 1065 and 1120, as well as international tax matters, to demonstrate your expertise.
✨Highlight Relevant Experience
With a requirement of 4+ years in U.S. tax, be ready to share detailed examples from your previous roles, particularly in financial services. Discuss any experience with Big 4 firms or similar environments to align with their expectations.
✨Emphasise Communication Skills
Since the role involves liaising with internal teams and external advisors, showcase your communication skills. Prepare examples of how you've effectively communicated complex tax issues to non-tax professionals in the past.
✨Demonstrate a Collaborative Mindset
QRT values collaboration, so be sure to express your ability to work both independently and as part of a team. Share instances where you contributed to team success or helped solve complex challenges through teamwork.