At a Glance
- Tasks: Join our Tax & Finance team to manage U.S. tax compliance and advisory tasks.
- Company: Qube Research & Technologies is a global leader in quantitative investment management.
- Benefits: Enjoy a hybrid work model and initiatives for a healthy work-life balance.
- Why this job: Be part of an innovative culture that values collaboration and problem-solving.
- Qualifications: 4+ years of U.S. tax experience, preferably with a CPA or Enrolled Agent qualification.
- Other info: We celebrate diversity and are committed to equal opportunity 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.
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.
Requirements:
- 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 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
✨Tip Number 1
Network with professionals in the financial services sector, especially those with U.S. tax expertise. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in U.S. tax regulations.
✨Tip Number 2
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 boost your confidence but also demonstrate your proactive approach to the role.
✨Tip Number 3
Stay updated on recent changes in U.S. tax laws and international tax regulations. This knowledge will be crucial during interviews and will show your commitment to staying informed in a rapidly evolving field.
✨Tip Number 4
Prepare to discuss your experience with project management and communication skills, as these are highlighted in the job description. Think of specific examples where you successfully managed projects or communicated complex tax matters effectively.
We think you need these skills to ace U.S. Tax Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your U.S. tax experience, especially in relation to the specific requirements mentioned in the job description. Emphasise your experience with U.S. federal and state/local tax filings, as well as any relevant qualifications like CPA or Enrolled Agent.
Craft a Strong Cover Letter: Write a cover letter that clearly outlines your motivation for applying to Qube Research & Technologies. Mention your understanding of their culture of innovation and how your skills can contribute to their Tax & Finance team.
Showcase Relevant Experience: In your application, provide specific examples of your previous work in U.S. tax compliance and advisory roles. Highlight any experience with international tax matters and your ability to liaise with external tax advisors.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the field of tax.
How to prepare for a job interview at Qube Research and Technologies
✨Showcase Your U.S. Tax Knowledge
Make sure to brush up on your knowledge of U.S. tax regulations, especially partnership and corporate tax rules. Be prepared to discuss specific forms like 1065 and 1120, as well as any recent changes in tax legislation that could impact the role.
✨Demonstrate Your Experience
Highlight your previous experience in U.S. tax roles, particularly within financial services. If you've worked with Big 4 firms or have relevant qualifications like a U.S. CPA, make sure to mention these prominently during the interview.
✨Prepare for Technical Questions
Expect technical questions related to U.S. and international tax compliance and advisory matters. Practise explaining complex tax concepts clearly and concisely, as effective communication is key in this role.
✨Emphasise Team Collaboration
Since the role involves liaising with internal teams and external advisors, be ready to discuss examples of how you've successfully collaborated in past roles. Highlight your project management skills and ability to work both independently and as part of a team.