20 Aug
|
Cerberus Capital Management
|
Mumbai
20 Aug
Cerberus Capital Management
Mumbai
Tax Analyst – US Taxation (Hedge Funds / Private Equity)
Location: Mumbai (Preferred)
About Cerberus
Cerberus is a global leader in alternative investing with approximately $70 billion in assets across credit, private equity, and real estate strategies. The firm’s tax function supports complex global fund structures and cross-border investors, requiring solid technical expertise, analytical rigor, and operational discipline.
Job Purpose
We are seeking a Tax Analyst – US Taxation to support the firm’s hedge fund and private equity structures. The role involves hands-on preparation and review of US federal tax workpapers and returns, investor-level reporting, and collaboration with global tax, accounting, and data teams.
This position is ideal for professionals with US partnership tax experience, exposure to alternative investment funds, and the ability to work with large, complex datasets in a process-driven environment.
Key Responsibilities
US Tax Compliance & Reporting
- Prepare and review US federal partnership tax returns (Form 1065) and related tax workpapers
- Prepare and review Schedule K-1s, year-end allocations, and investor-level tax calculations
- Assist in preparation of federal extensions, tax estimates, and supporting schedules
- Review and prepare foreign and information returns such as Forms 8865, 8621 (PFIC), 8990, 926, and related disclosures
- Perform Book-to-Tax reconciliations, wash sale and QDI analysis
Fund & Investor-Level Support
- Prepare master-feeder and investor-level allocations for hedge funds and private equity structures
- Support tax withholding calculations and investor correspondence
- Generate and validate reports from multiple systems (NAV reports, accounting systems, tax software)
- Maintain and deliver standardized tax reporting packages as per client or internal requirements
Data, Systems & Collaboration
- Work with large datasets using advanced Excel to perform reconciliations, analytics, and reporting
- Interface with
📌 Senior Analyst, Tax (Mumbai)
🏢 Cerberus Capital Management
📍 Mumbai