Tax Counsel

Description:

Position Information:
Hiring Manager:
Deputy Head of Tax

Department:
Tax

Department Overview:
The Tax Department at Golub Capital (“GC Tax”) is responsible for tax planning and compliance. This 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 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:
Reporting to the Deputy Head of Tax, the Tax Counsel will require strong technical skills and an ability to balance technical, operational and practical considerations to provide thoughtful tax advice. The ideal candidate will also possess strong process and project management skills.

Tax Counsel's responsibilities will include but are not limited to:

• Lead implementation of tax-related aspects of 3 – 4 routine / less complex fund launches per year
• Assist Deputy Head of Tax with tax-related aspects of complex / bespoke funds on an ad-hoc basis
• Liaise with external counsel and respond to inquiries from the Direct Lending Team
• Act as internal tax liaison on workouts and restructurings
• Respond to questions from the Credit Opportunities Team on the tax treatment and suitability of certain prospective investments for GCCO funds
• Respond to ad-hoc questions from Internal Accounting which handles tax compliance for the Firm's owners
• Respond to investor diligence questions received through Investor Communications and Investor Partners Group
• Oversee special projects or other matters that may arise

Depending on Tax Counsel's performance, responsibilities may expand to include advising on tax structuring for routine / less complex funds, advising on USTB compliance issues (such as “tax guidelines”), advising on the tax treatment and suitability of more complex / bespoke GCCO investments and providing sign-off on less material tax filings.

Candidate Requirements:
Qualifications & Experience:

• JD degree required
• 6-8 years of relevant tax experience at a leading law firm
• Strong analytical skills with experience in issue identification and some experience in resolving issues in a manner that accounts for technical and practical considerations
• Ability to write clearly and concisely, especially when explaining technical tax issues to non-tax colleagues
• Quick learner who has an ability to grasp complicated financial concepts
• Strong attention to detail
• Strong project management skills, ability to review materials thoughtfully and ability to drive and meet deadlines taking into account competing priorities
• Ability to learn and excel at day-to-day responsibilities and contribute to driving process improvement, standardization and automation
• Team oriented with the ability to build relationships and earn the respect of others
• Ability to handle sensitive matters at all levels of the organization with discretion and confidentiality
• Ability to anticipate and react quickly to the evolving financial services regulatory environment
• Demonstrated knowledge base and stature to deliver advice in a manner that is respected and valued by business and staff group leaders and constituents
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

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.
• 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:

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