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 corporate perks.
- Why this job: Be part of an innovative culture that values collaboration and tackles complex challenges in finance.
- Qualifications: 4+ years of U.S. tax experience, preferably with a CPA or EA qualification.
- Other info: We celebrate diversity and empower our employees to succeed together.
The predicted salary is between 43200 - 72000 £ 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.
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 Tax Specialist - Qube Research and Technologies
✨Tip Number 1
Network with professionals in the finance and tax sectors, especially those who have experience in U.S. tax compliance. Attend industry events or webinars to connect with potential colleagues at Qube Research and Technologies.
✨Tip Number 2
Stay updated on the latest developments in U.S. and international tax laws. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your proactive approach to learning.
✨Tip Number 3
Familiarise yourself with the specific tax forms mentioned in the job description, such as Forms 1065, 1120, and W-8BEN-E. Being able to discuss these forms confidently during your conversations can set you apart from other candidates.
✨Tip Number 4
Prepare to showcase your project management skills by discussing past experiences where you successfully coordinated with teams or external parties. Highlighting your ability to manage complex tasks will resonate well 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. Include specific 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: In your cover letter, express your enthusiasm for the role at Qube Research & Technologies. Mention how your background in tax compliance and reporting can contribute to their innovative culture and high-quality returns.
Highlight Relevant Skills: Emphasise your project management skills and ability to work independently in an international environment. Provide examples of how you've successfully liaised with internal teams and external advisors in previous roles.
Showcase Continuous Learning: Mention any ongoing education or certifications, such as your CPA or EA qualification. This demonstrates your commitment to staying updated on U.S. and global tax law developments, which is crucial for the 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, highlight your analytical skills. Prepare examples of how you've solved complex tax issues in the past, showcasing your ability to think critically and strategically.
✨Emphasise Team Collaboration
QRT has a collaborative mindset, so be ready to discuss your experience working in teams. Share examples of how you've liaised with internal teams or external advisors to achieve successful outcomes in tax compliance and reporting.
✨Prepare Questions About Their Culture
QRT prides itself on innovation and a healthy work-life balance. Prepare thoughtful questions about their culture and initiatives that support employee well-being. This shows your genuine interest in fitting into their environment.