Provide technical oversight across the broader US tax compliance scope, including: - federal, state and local tax compliance affecting funds and client entities; - partnership and corporate tax matters; sales and use tax, where relevant to Aztec’s service scope; - tax automatic exchange of information, including FATCA and CRS; - withholding and investor tax reporting; - tax registrations, payments, assessments and non-contentious correspondence; - coordination of compliance work completed by external tax providers; -. For W-8/W-9 forms, investor data, K-1 tracking, refund cheques and payments, client-facing teams retain routine data collection, processing and record maintenance, while the tax team – and in particular the Associate Director – defines technical requirements, controls and escalation criteria, reviews complex cases and provides technical oversight.