Position Summary
The Tax Senior role is within the Tax Department of Carlyle's Finance and Investor Services division. The Tax Department is responsible for Carlyle's global tax matters and strategy including reporting, planning and compliance functions. The Tax Senior will work closely with other members within Finance, especially members of the Tax and Corporate Accounting teams.
The Tax Senior will report to the Tax Manager or Tax Associate Vice President and be responsible for initiating and completing workflows relating to Carlyle's global tax provision calculations and disclosures for its SEC filings (i.e. 10-K and 10-Q, tax planning projects, forecasts, and/or Carlyle's income tax compliance. This involves the preparation of the supporting workpapers, journal entries, management and other summary reports, tax memorandums, review and/or preparation of other documentation. The Tax Senior will also work with the members of Finance or external service providers as needed.
Primary Responsibilities
Financial Reporting for Income Taxes - 60% of time
- Prepare quarterly and annual tax provision calculations of US entities under ASC 740.
- Review quarterly foreign analytics and tax provision calculations of foreign local entities under ASC 740.
- Prepare supporting ASC 740 workpapers such as foreign sourcing, valuation allowance analysis and assessment, investment outside basis rollforwards, and other components of the global tax provision calculation.
- Prepare tax memorandums documenting tax research, analysis, and positions taken by Carlyle in the financial statements and/or tax returns.
- Validate and document the support of Carlyle's deferred tax inventory and income tax payable accounts.
- Monitor and document new and existing uncertain tax positions and coordinate with external service advisors to evaluate uncertain tax positions.
- Maintain & document SOX 404 processes for the Tax Department.
- Assist the Tax Manager to apply the impact of changes in both GAAP standards, especially ASC 740 and FASB guidance impacting tax reporting, and tax legislative changes to the global tax provision workpapers and other documentation.
- Work in conjunction with tax compliance team to calculate estimate to actual and more broadly return to provision adjustments, including deferred and effective tax rate impacts, under ASC 740.
- Coordinate with internal and external auditors on gathering support, responding to inquiries, etc.
- Maintain monthly income tax accounts and perform account sign-offs in OneStream.
- Other responsibilities as needed to support the accuracy and/or efficiency of Carlyle's income tax reporting.
Tax Forecasting, Planning, Transactions, Income Tax Compliance and Other - 40% of time
- Prepare and maintain quarterly tax forecasting models on cash tax and other GAAP/non-GAAP metrics.
- Prepare workpapers and document the tax matters relevant to Carlyle transactions, which may include restructuring, acquisitions, dispositions, etc.
- Attend and document tax follow-up items/analysis from monthly significant transaction meetings with Corporate Accounting and drive the completion of any tax follow-up items/analysis.
- Coordinate with external service providers (as needed) on tax analysis and documentation of Carlyle transactions or tax positions.
- Provide PBC or tax deliverables for calculation of quarterly tax estimates, tax extensions, and the income tax returns.
- Coordinate with others in the Tax Department and/or external service providers (as needed) during review of income tax returns.
- Identify, make recommendations and participate in efforts to drive process efficiencies and enhancements in various tax workflows, including end to end data needs for tax workflows such as financial reporting for income taxes, income tax compliance and return to provision processes, and the estimate and extension payment processes.
Requirements
Education & Certificates
- Bachelor's degree, required
- Concentration in Accounting, preferred
- CPA or CPA-eligible required
- Master's degree in Taxation preferred
Professional Experience
- 2-4 years of relevant accounting and income tax experience required
- C corporation tax, and U.S. federal, state, and/or international tax experience strongly preferred
- ASC 740 experience preferred
- Private equity, asset management, or financial services experience preferred
- Public accounting experience preferred
Competencies & Attributes
- Proficient Microsoft Office skills, advanced Excel skills preferred
- Strong interpersonal, organizational, and analytical skills
- Demonstrated ability to identify process improvement opportunities and propose and/or implement solutions
- Demonstrated ability to work effectively as part of a team and independently
- Demonstrated ability to multi-task in a fast-paced environment
- Ability to communicate complex information clearly and effectively
- High level of comfort with data, systems, and technology (training available for specific Carlyle systems)
Benefits/Compensation
The compensation range for this role is specific to Washington, DC and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.
The anticipated base salary range for this role is $110,000 to $120,000.
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle.
Company Profile
The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North 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 Carlyle AlpInvest - 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 believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.