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Post-Close Associate
2 weeks ago
But what truly sets us apart is our culture. At Infinit-O, we believe that diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the Great Place To Work Certification three times, and as a B Corp Certified company, we're dedicated to making a positive impact not just in business, but in the communities we serve.
With a highly engaged and innovative team, we don't just optimize processes, we also create meaningful change.
What is the role that we need?
Key Responsibilities:
Post-Close Associate
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Assist with data upload and check for documentation completeness for investment vehicle filings
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You will extract data from Clients platforms for various investment vehicles
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Leverage tax software to prepare filings and structured data files
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Perform quality control checks to ensure data is complete and accurate
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Leverage our in-app tools to help clients manage their tax filings and data management
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You will be responsible for ensuring for updating the UK company register with list of members present in investment vehicles
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Obtain tax ID numbers from the UK/US tax authorities for the investment vehicles
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Assist the team with investment exits and preparation of distribution breakdowns and notices to client
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Generally assist the team with major filing deadlines throughout the year
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Assist the treasury team with cash reconciliations and setting up payments to clients
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Play a key role in developing new processes for the team to implement for the future
Requirements Job Requirements and Credentials:
Essential (MUST HAVE)
Desired (Plus but not a requirement)
- Hold a Bachelor's degree in Accountancy
- Minimum 1 year of experience in the preparation of accounts or tax filings
- Comfortable using tax and accounting software to generate financial statements and tax returns
- Extremely high attention to detail
- Strong prioritization skills and experience working in a fast-paced, ambiguous environment.
- You can manage competing demands on your time while persevering to solve challenging problems
- Excited to work on general team projects and initiatives to improve processes
- Client success sparks joy You are proactive and resourceful in delivering positive outcomes every single day
- High attention to detail: written and quantitative. You must be confident navigating your way around complex legal documents (ideally funds-related)
- Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems
- Passionate and knowledgeable about Venture Capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast paced environment
