Position Summary
The Staff Accountant of Global Employment Tax is a position within the Carlyle Corporate Accounting and Finance Department. This position supports Global Employment Tax, Global Payroll and Accounting matters related to the firm's global mobility (state-to-state and international travel), shareholder, Restricted Stock Units (RSUs) and various compensation programs for Carlyle's employees and partners.
This position will report to the Manager of Global Employment Tax and help support employee and shareholder functions within multiple Carlyle departments, including Corporate Accounting, Tax, Long-Term Incentive (LTI), Legal and HCM.
Primary Responsibilities
- Assist Manager of Global Employment Tax on quarterly mobility adjustment calculations related to US state- to-state travel as well as non-US travel based on the firm's policies.
- Responsible for updating the global income tax rates for RSUs within Morgan Stanley taking into account office location changes, address changes and travel during the grant to vest period on an award and/or participant level perspective.
- Prepare and analyze world mobility for the global population and identify the employees who approach the de minimis number of days in each state and country. After approval of the Global Employment Tax team, communicate directly with the employees and their executive assistants.
- Assist Global Employment Tax and Global Payroll teams in preparing the individual income tax rate analysis and income allocation of mobile employees as it relates to RSUs.
- Assist Principal of Global Employment Tax in the research and review of global employer social tax rates on a quarterly and annual basis for payroll tax budget purposes.
- Review and analyze the expenses of the global population and compare them against the timesheets submitted to ensure proper compliance with the global time reporting policy.
- Monitor and respond to employees inquiries in the global mobility inbox. These questions pertain to employee travel policies, specific questions pertaining to distinct employee travel and travel tracker system.
- Responsible for providing responses to global employees on RSU tax matters with respect to mobility and income splits.
- Coordinate with service providers on individual expat tax returns as well as internal resources in Corporate Accounting and HCM on expat related cost estimates and accounting.
- Prepare check/wire request forms for expat federal and state extension payments as well as payroll and employment tax invoices for vendors.
- Assist the Global Employment Tax and LTI teams in the preparation of information returns and reports in the respective countries on RSU and equity related matters.
- Assist Global Employment Tax and payroll teams in any other requests such as individual and corporate tax audits.
Requirements
Education & Certificates
- Bachelor's degree, required
- Concentration in Accounting, Business, Finance, Human Resources or other business-related degree, preferred
- GPA of 3.0 or above required.
Professional Experience
- 1-2 years of relevant Accounting, Tax, Global Mobility, Tax or Payroll experience required.
- Strong MS Office Skills, in particular Excel and Outlook required.
- Tax experience in areas such as Expatriate and Mobility Programs, Individual matters and Global Employment Tax a plus.
- Experience with global equity and compensation programs a plus.
- Proven experience with technical research preferred.
- Demonstrated project management skills and ability to multi-task and work across multiple groups.
- Self-Starter with a high interest in learning new information.
- Strong team player with a positive attitude, detail-oriented and organized.
Competencies & Attributes
- Highly professional with strong written and verbal communication skills.
- Ability to multi-task and prioritize in a fast-paced and continuously changing environment while maintaining attention to detail.
- Be able to respect highly confidential information and work in a confidential environment.
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 $85,000 to $95,000.
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 $435 billion of assets under management and more than half of the AUM managed by women, across 606 investment vehicles as of June 30, 2024. 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, 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 value diversity as a key driver of 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." Our aim is to cultivate a community where insights are continually exchanged and different perspectives are embraced. We recognize that diverse teams perform better and we are dedicated to leveraging diversity as a competitive advantage at Carlyle.
