Manager, Corporate Accounting
Carlyle Investment Management, LLC

Washington, District of Columbia

This job has expired.


Position Summary

This position is primarily responsible overseeing the legal entity and investment data and reporting that supports the firm's tax compliance, provision and planning functions. This includes but is not limited to the:

  • Oversight and review of a monthly corporate tax accounting close process
  • Review of tax books and records deliverables for firm entities for yearend tax compliance
  • Review of tax basis/income deliverables for quarterly tax provision/estimated payments
  • Maintenance of account logic for tax reporting, ensuring consistent usage across ledgers
  • Support of firm tax in certain information reporting (e.g. Country by Country Reporting, transfer pricing)
  • Preparing analysis to support tax forecasting and planning
  • Maintenance of investment/legal entity hierarchies in our systems of record

In addition, this position will assist in the design, implementation and execution of process improvements and new initiatives to support the firm tax processes.

Responsibilities

Corporate Accounting Close (40% of time):

  • Supervise, develop and train seniors in the review and reconciliation of tax accounting data
  • Design, implement and review of reconciliation / validation procedures to confirm the completeness and accuracy of taxable income and tax basis
  • Coordinate with other internal stakeholders (Firm Tax, Corporate Accounting, etc.) to provide tax related information or provide PBC information to external service providers
  • Prepare tax estimates for certain processes
  • Participate in process improvement and efficiency efforts

Provision & Planning (20% % of time):

  • Supervise and review the work of seniors related to taxable income/tax basis processes that support the firm's tax provision
  • Document and supervise seniors on SOX 404 processes related to the tax provision
  • Maintain book to tax difference records and account/legal entity logic
  • Perform detail review consolidating tax provision workpapers and disclosures
  • Provide data and analysis support forecasting of taxable income to the firm tax team

Tax Compliance (30% of time):

  • Supervise the preparation and delivery of books and records used to prepare annual tax returns for firm entities
  • Assist firm tax and external service provider (PWC) as needed with questions/analysis of entity books and records
  • Review tax workpapers to ensure consistency with books and records
  • Provide taxable income data for quarterly federal and state tax estimates
  • Support firm tax data needs for certain information reporting (e.g. Country by Country Reporting, transfer pricing)

Data management (10% of time):

  • Liaise with Corporate Accounting, Partnership Accounting and other stakeholders on process changes to improve tax reporting
  • Liaise with Enterprise Process Operations Support Team (EPOST) and Global Technology (GTS) to improve reporting and process functions related to tax reporting
  • Maintain investment and legal entity hierarchies in our systems of record

Qualifications

Education & Certificates

  • Bachelor's degree, required
  • Accounting, Finance or Economics degree, or equivalent relevant work experience in addition to a Bachelor's Degree in another field, required
  • CPA or CPA-eligible preferred
  • Master's degree in Accounting/Taxation a plus

Professional Experience

  • Minimum 5-8 years accounting/tax experience, required
  • Corporate tax compliance/provision experience preferred
  • Multi-ledger C corporation accounting experience preferred
  • Private equity experience preferred

Competencies & Attributes

  • Proficient Microsoft Office skills
  • Self-Starter
  • Strong interpersonal skills
  • Strong organizational skills
  • Detail-oriented
  • Organized and efficient approach to record-keeping
  • Excellent communication skills - both written and oral. Must be able to ask questions and gather data from a variety of resources and other staff members within the firm
  • Demonstrated ability to work effectively as part of a team
  • Ability to multi-task in a fast-paced environment
  • Solid technology and financial system skills a plus (training available for specific Carlyle systems)

Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $385 billion of assets under management and more than half of the AUM managed by women, across 562 investment vehicles as of June 30, 2023. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 29 offices in North America, South America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.

At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.


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