What are the responsibilities and job description for the Manager, Tax Operations position at The Carlyle Group?
Basic information
Job Name:
Manager, Tax Operations
Location:
Washington, DC
Line of Business:
Finance
Job Function:
Investor Services
Date:
Tuesday, April 15, 2025
Position Summary
The Tax Operations Manager role sits within Carlyle’s Finance and Investor Services division, specifically embedded within the Tax Department. The Tax Operations team is charged with overseeing key investor-related tax compliance programs, and with driving coordination, efficiency, and innovation across key tax-related processes that impact the entire Carlyle platform.
Reporting to the Tax Operations Principal, the Manager will provide critical support and oversight of the firm’s tax compliance processes at both the fund and firm levels. This includes ensuring the accuracy, consistency, and timely completion of investor tax documentation and coordination of the annual tax compliance cycle. The individual will work cross-functionally across internal teams—including Legal, Fund Management, Partnership Accounting, Corporate Accounting, Human Capital Management (HCM), and Global Technology Services (GTS)—and coordinate closely with third-party tax advisors and service providers.
A strong understanding of tax operations and technology is essential, as this role is central to documenting current and future state tax processes, identifying improvement opportunities, and driving implementation of system and workflow enhancements. The Manager will also oversee the tax notice and refund process and support information reporting and withholding (IRW) reporting (e.g., FATCA, CRS) and the Withholding Foreign Partnership (WP) program.
This role is instrumental in helping modernize Carlyle’s tax function by streamlining existing processes, enabling new technologies, and embedding best practices that create long-term value for the firm and its investors.
Responsibilities
Annual Tax Compliance - 35%
- Lead the end-to-end coordination and execution of Carlyle’s annual tax compliance processes, ensuring accuracy and consistency across teams.
- Maintain and refresh compliance-related process documentation to support standardization and continuous improvement.
- Serve as the primary liaison between external tax advisors, PMO teams, and internal stakeholders to monitor timelines, manage deliverables, and resolve issues as they arise.
- Support the implementation and ongoing enhancement of a compliance dashboard to track key performance indicators (KPIs) and monitor the progress of deliverables.
- Oversee the accurate and timely delivery of investor tax documents via LP Connect, ensuring a robust reconciliation process is in place to verify all required documents are posted.
- Lead post-season debriefs with stakeholders to assess process effectiveness and incorporate feedback into actionable process enhancements.
Tax Technologies – 20%
- Partner with Global Technology Services (GTS) and Enterprise Process Operation Support (EPOS) to ensure technology is set up and integrated into annual tax compliance processes (i.e. LP Connect sweep, and demographic data automation).
- Maintain thorough and up-to-date process documentation for all investor-facing tax compliance tools, ensuring clarity and consistency across systems and teams.
- Act as the tax function owner for ShareFile and SharePoint platforms, managing permissions and ensuring all stakeholders—including external tax advisors—have appropriate access to required information.
- Collaborate with internal stakeholders and technology teams to design, test, and implement enhancements that increase automation, accuracy, and operational efficiency within the tax function.
Information Reporting and Withholding (IRW) – 20%
- Manage the annual scoping and entity review process in partnership with external advisors to ensure all entities with FATCA and CRS obligations are appropriately included.
- Support investor and entity-level due diligence and reporting processes under global information reporting regimes (e.g., FATCA, CRS), including review of workpapers and final reporting templates and deliverables.
- Contribute to the development and facilitation of firm-wide training and awareness initiatives related to IRW compliance.
- Maintain and enhance process documentation to reflect evolving regulatory requirements and drive continuous improvement in IRW processes.
Tax Notices / Refunds – 15%
- Own and manage the technology and workflow tools that support Carlyle’s tax notice and controversy process, including coordination with the mailroom to ensure timely tracking and logging of incoming notices.
- Serve as the primary point of contact for the Notice Ninja platform, evaluating service offerings, coordinating enhancements, and ensuring the solution aligns with Carlyle’s operational and reporting needs.
- Ensure the timely delivery of clear, accurate management reports related to notices and audits, and escalate issues as needed.
- Lead the coordination of the tax refund tracking process, including refreshing the annual tracker, managing third-party vendor contributions, and maintaining process adherence and data accuracy.
Other – 5%
- Provide tax subject-matter expertise to broader finance, investor services, and technology teams.
- Lead or support strategic initiatives and special projects, including tax estimate calculations, technology implementations, audit preparation, and data reconciliation efforts.
- Assist with vendor relationship management, including invoice processing, budget tracking, tax contractor KPIs and statement of work (SOW) renewals.
- Review controls for Carlyle’s IRC. Sec. 1446(f) policies and assist with providing findings and updates to the teams, as needed.
Qualifications
Education & Certificates
- Bachelor’s Degree required.
- CPA, Masters of Tax, or MBA, preferred.
Professional Experience
- 5–7 years of relevant experience in tax operations, tax compliance, accounting, or financial systems, required
- Proven track record in project management and cross-functional process leadership.
- Experience in private equity, asset management, or financial services preferred.
- Working knowledge of FATCA, CRS, and U.S. tax compliance requirements strongly preferred.
- Familiarity with workflow tools as well as technology platforms such as Appian, Salesforce, is a plus.
Competencies & Attributes
- Strong leadership and organizational skills with an ownership mindset.
- Strong interpersonal skills.
- Solution-oriented mindset.
- Ability to work independently.
- Ability to communicate complex concepts to technical and non-technical audiences.
- High level of comfort with data, systems, and process design.
- Demonstrated ability to identify process improvement opportunities and implement solutions.
- Proficient in Microsoft Office Suite; advanced Excel and PowerPoint skills preferred.
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 $130,000 to $140,000.
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 Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $441 billion of assets under management and more than half of the AUM managed by women, across 636 investment vehicles as of December 31, 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 2,300 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 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 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.
Salary : $130,000 - $140,000
