About Us
WHY LINEDATA
Join us in shaping the fintech of tomorrow.
With more than 1,350 colleagues across 20 locations worldwide, you'll help build cutting-edge platforms and tailored services that power the daily operations of 700 leading financial institutions. As a global, multicultural company with over 45 nationalities represented and just as many languages spoken, we thrive on diverse perspectives and collaboration. Together, we tackle future-focused topics like Al and the digitalization of finance, delivering smart solutions for our customers.
Whether you're just beginning your career or are an experienced professional, Linedata offers exposure to large-scale client projects, internal mobility and opportunities to develop your skills alongside leading experts.
- Member of the Tax Compliance team supporting for the tax management of both the fund entities and various special purpose vehicles
Work closely with the accounting team and fund administrator (SEI) to ensure all essential financial data is provided to
external tax preparers for 1099 reporting, 8832 filing.
Ensure timely and accurate federal, state/local and foreign income tax filings, withholding tax reporting, as well as
Schedule K-1, Schedule K-3 and Form 1042-S reporting to investors!
- Understand fund and investment level tax structuring and ensure proper tax reporting.
Assist in the daily tax management of fund entities as well as tax planning and restructuring of investments including
evaluation of asset write-offs.
- Manage collection of external flow-through Schedule K-1ʼs from lower-tier investments
Review tax workpapers for partnerships and corporations: book/tax differences, allocations, state tax calculations as well
as tax analysis on various financial transactions.
- Review federal, state/local and foreign income and informational tax returns for partnership, trust, and corporate entities
- Prepare/review quarterly withholding and estimated tax payments.
Work with tax advisors and colleagues to continually review and implement process improvements utilizing technology
solutions.
- Assist in the coding of assets for tax characteristics including state sourcing.
- Assist in various recurring tax projects such as FBAR, FATCA, CRS, State Composite Elections, etc.
- Liaising with tax advisers in different jurisdictions, including but not limited to, US, UK, India, HK and Ireland.
