Tax Intern

Position Information
Hiring Manager:
Tax Manager
Department:
Tax
Department Overview
The Tax Department works very closely with Golub Capital's Fund Accounting and BDC Accounting Teams. Other important intercompany relationships include Investor Communications and Investor Relations, Strategic Accounting and Finance, Strategic Tax, Operations, the deal teams and Executive Management.
The Tax Department is responsible for managing and executing the Firm's tax reporting. These include a mix of partnerships and corporations, Registered Investment Companies, US and foreign, public and private, blockers, general partnerships and management companies. The department also facilitates the preparation and review of thousands of investor K-1s and PFIC statements. The department routinely works with the deal teams in order to provide tax structure review of all equity investments and exits. Although Golub Capital's total portfolio is mostly made up of debt investments, these equity investments are frequent and require an extreme attention to detail and professionalism. It is the mission of the Tax Department to provide timely, relevant, accurate tax reporting to Golub Capital's investors as well as to provide accurate, timely information to Executive Management to enable them to make important tax decisions on behalf of the funds.
Position Responsibilities

• Help facilitate the company's tax compliance for all funds and related entities. This includes partnerships, blocker corporations, BDC / RIC's, general partnerships and management companies. These entities are both US based and foreign.
• Achieve an understanding of Tax Department processes and procedures and update documentation as needed
• Assist with process improvement / automation projects
• Assist in reviewing tax notices from various jurisdictions
• Help prepare W-9s / W-8s for new entities and help maintain internal database of valid tax forms
• Ad-hoc projects and requests

Candidate Requirements
Qualifications & Experience:

• Junior (or rising senior) level student attending local university interested in financial services with a strong interest in tax
• Pursuing CPA
• Ability to work full-time from mid-June to mid-August (approximately June 3rd - August 9th, 2024)
• Working knowledge of Excel
• Ability to take initiative and work independently while demonstrating strong teamwork
• Must be able to work in a fast-paced environment, manage time and priorities under pressure and meet deadlines
• Strong communication skills, analytical and detail-oriented

Additional Information

• Interns have a 40-hour-per-week assignment that last 10 weeks (June 3rd - August 9th)
• Hybrid work schedule
• Housing assistance will be available for eligible candidates

Critical Competencies for Success
Our Gold Standards Model defines 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.
• 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.
• 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.

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
Compensation will be commensurate with experience. Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k).
Golub Capital is an Equal Opportunity Employer.