Post Close: Client Services Associate

Post-Close Associate

Infinit-O isn't just about business process optimization, we're about people. For over 20 years, we've been helping some of the world's fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.

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.

Key Responsibilities

• Assist with data upload and check for documentation completeness for investment vehicle filings
• Extract data from Clients platforms for various investment vehicles
• Leverage tax software to prepare filings and structured data files
• Perform quality control checks to ensure data is complete and accurate
• Leverage our in-app tools to help clients manage their tax filings and data management
• Ensure for updating the UK company register with list of members present in investment vehicles
• Obtain tax ID numbers from the UK/US tax authorities for the investment vehicles
• Assist the team with investment exits and preparation of distribution breakdowns and notices to client
• Generally, assist the team with major filing deadlines throughout the year
• Assist the treasury team with cash reconciliations and setting up payments to clients
• Play a key role in developing new processes for the team to implement for the future

Requirements

• Hold a Bachelor's degree in Accountancy
• 3+ years 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