Tax Accountant

POSITION INFORMATION

Hiring Manager

• Deputy Head of Tax

Department

• Tax

• Department Overview

• The Tax Department at Golub Capital (“GC Tax”) is a team of tax professionals
• consisting of tax attorneys and tax accountants responsible for tax planning and
• compliance. The team strives to deliver thoughtful and informed tax planning
• recommendations to maximize after-tax returns for investors and Golub Capital
• owners, proactively identify and mitigate material tax risks and ensure the
• materially accurate and timely completion of tax filings and investor tax
• deliverables. GC Tax collaborates with multiple departments to ensure tax is
• integrated into Golub Capital’s broader goals.

The key objectives of GC Tax include

• Investor-Centric Tax Planning:  deliver commercially minded tax guidance that

supports optimizing investor outcomes

• Risk Management:  establish robust processes for identifying, assessing and

mitigating material tax risks

• Operational Excellence:  streamline workflows to ensure consistent,

materially accurate and timely delivery of tax filings and investor tax

deliverables

• Strategic Alignment:  integrate tax planning with broader firmwide strategic

goals, embedding tax decisions early in decision-making processes

Position Responsibilities

The Tax Accountant will be responsible for facilitating the preparation of

investor tax deliverables (including K-1s and PFIC statements) and federal and

state tax returns.

Primary duties and responsibilities include, but are not limited to:

• Reviewing tax workpapers and federal, state and / or local tax returns

prepared by external tax advisors for a range of domestic and foreign

entities including:  (1) privately held investment partnerships and PFICs,

(2) various subsidiaries of these entities including numerous blocker

corporations and (3) publicly traded and privately held Business Development

Companies (“BDC”) that are Regulated Investment Companies (“RIC”) for U.S.

tax purposes

• Preparing Forms W-8, W-9, 8832 and / or SS-4 for newly created entities
• Assisting with annual information reporting, including working on various

Forms 1099 (e.g., 1099-DIV, 1099-INT) and Form 1042-S

• Preparing summaries of relevant information for senior leadership review
• Computing quarterly estimated taxable income for Golub Capital funds and

allocations to the GPs

• Reviewing quarterly estimated tax payment calculations prepared by external

tax advisors

• Liaising with internal teams to ensure complete and accurate tax workpaper

support packages are provided to the external tax advisors

• Partnering with the Investor Communications Team and other investor-facing

teams to address investor tax questions and requests

• Contacting portfolio companies to obtain current year Schedule K-1s,

1099-DIVs or 1042-S

• Assisting with drafting ASC 740 memos and reviewing tax provisions and tax

footnotes for entities that undergo financial statement audits

• Preparing recurring exhibits for monthly tax meeting with senior management
• Assisting in reviewing tax notices from various jurisdictions and providing

draft responses or recommend action plans

• Leveraging AI-driven tools and other technology to streamline tax processes,

improve accuracy and enhance efficiency across routine tasks

• Supporting ad-hoc projects as needed

Candidate Requirements

Qualifications & Experience

• Bachelor’s degree in Accounting or Finance; CPA and / or Master’s degree in

Accounting or Taxation a plus

• Minimum of 3 years’ relevant tax experience in the financial services

industry (Big 4 accounting firm experience a plus)

• Meaningful knowledge of partnership taxation is a plus
• Some experience with state tax, RICs, taxation of debt instruments and / or

foreign tax compliance is a plus

• Ability to learn and excel at day-to-day responsibilities
• Highly meticulous, detail-oriented and process driven
• Enthusiastic about working in office and creating a Gold Standard hybrid work

culture

Critical Competencies for Success

Our Gold Standards define key behaviors and competencies across 4 dimensions:

Leadership, Achieving Results, Personal Effectiveness and Thinking Critically.

These behaviors and competencies drive our ability to win together.

• Leadership:  Role models in this area consistently focus on the right goals

and priorities and continually develop themselves and others. Always team

players, they influence and engage with others to contribute to a supportive

and inclusive culture where all feel welcome.

• Achieving Results:  Role models in this area are high achievers who develop

careful plans and deliver consistently and effectively. They hold themselves

and others accountable for delivering high quality results, and they remove

barriers to ensure others can contribute and grow.

• Personal Effectiveness:  Role models in this area build strong relationships,

treat others with respect and communicate effectively. They are driven to

exceed expectations and are adaptable to changing circumstances.

• Thinking Critically:  Role models in this area understand our business, rely

on analytical reasoning and seek diverse perspectives to solve problems. They

are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities

that are needed to successfully perform the functional or technical work of this

role.

• Tax Knowledge:  Complies with tax laws and regulations. Stays informed of

changes to tax law, regulations and legal cases to communicate impact to

relevant internal and external stakeholders.

• Tax Standards and Compliance:  Ensures compliance with internal policy,

standards and procedures related to tax accounting. Stays current on

legislative and regulatory changes and implements practices to stay

compliant.

• Industry Knowledge:  Demonstrates an understanding of the Firm's position in

the industry, including its complex structure and competitive advantage in

the marketplace. Monitors industry trends and changes and recognizes their

relevancy and implications.

• Innovative Mindset:  Leverages an agile and creative mindset to drive

innovative value creation, continuous process improvement and proactive

learning through new technology, processes and people.

• Communication and Documentation:  Documents and communicates processes and

procedures in area of specialty to stakeholders. Adapts the level of detail

and specificity based on the needs of the intended audience. Interprets and

explains financial information to other departments.

• Vendor Management:  Manages and coordinates with external service providers.

Compensation and Benefits

For Illinois and New York Only: It is expected that the base salary range for

this position will be $80,000 to $110,000. Actual salaries may vary based on

factors such as skills, experiences and qualifications for the role. The total

compensation package for this position may also include other elements and

discretionary awards in addition to a full range of medical, financial and / or

other benefits (including 401(k) eligibility and various paid time off benefits

such as vacation, sick time and parental leave) dependent on the position

offered. Details of participation in these benefit plans will be provided if an

employee receives an offer of employment. If hired, the employee will be in an

‘at-will position’ and the Firm reserves the right to modify base salary (as

well as any other discretionary payment or compensation program) at any time

including for reasons related to individual performance, Firm or individual

department / team performance and market factors.

Golub Capital is an Equal Opportunity Employer.

Due to the highly regulated nature of Golub Capital’s business and because of

the sensitivity of the information that all personnel have access to, Golub

Capital performs extensive and thorough pre-hire screens to ensure that its

personnel act with expected levels of integrity, professionalism and personal

responsibility.

Please review Golub Capital’s US Job Applicant privacy notice

[https://golubcapital.com/golub-capital-applicant-privacy-notice-us/] and, for

California residents, the California Applicant privacy notice

[https://golubcapital.com/california-notice-at-collection-and-privacy-notice/california-resident-applicant-and-prospective-applicant-privacy-notice/]

for information on how your personal data is collected, processed and stored.