Senior Vice President of Tax, Finance

4 weeks ago

New York, United States J. Katz & Partners, Inc Full time

Senior Vice President of Tax, Finance


Our client, a prestigious asset management firm, is seeking an experienced tax professional to join their firm in a leadership role as VP or Senior VP of Tax. This position will be responsible for managing all tax-related matters for our funds and management companies, including overseeing the K-1 process, liaising with tax preparers and advisors, preparing estimates, and conducting tax analyses. The ideal candidate will deeply understand partnership taxation, have excellent communication skills, and have a proven tax management track record at an investment or public accounting firm.


Job Duties:

● Manage the K-1issuance process for all funds and management companies,

ensuring timely and accurate preparation and distribution

● Manage the issuance of 1099s

● Serve as the primary point of contact for tax preparers and advisors, to

coordinate on K-1 issuances and any tax matters that may arise in the

ordinary course of business

● Oversee the preparation and filing of all necessary tax returns and estimates

and other filings

● Prepare tax expense estimates for our funds

● Conduct detailed tax analyses for our funds to identify opportunities for

optimization

● Manage all tax analyses for funds' underlying investments, coordinating with

the investment team and outside tax advisors to ensure a comprehensive

understanding of tax implications and strategies

● Stay up-to-date on relevant tax laws and regulations, proactively identifying

and addressing any potential impacts on our funds and management

companies

● Manage all tax analyses for funds' underlying investments, coordinating with

the investment team and outside tax advisors to ensure a comprehensive

understanding of tax implications and strategies

● Provide expert guidance and support to senior management and the board

on tax optimization

Qualifications

● Bachelor's degree in Accounting, Finance, or a related field; Master's degree

in Taxation preferred

● CPA certification required

● Minimumof10yearsoftax experience, preferably in an investment

Management firm or at a public accounting firm

● Experience with private credit funds preferred

● Deep expertise in partnership taxation and experience with private equity,

venture capital, or hedge fund structures

● Strong knowledge of tax laws, regulations, and best practices

● Excellent analytical and problem-solving skills

● Exceptional communication and interpersonal abilities, with a talent for

explaining complex tax concepts to non-experts

● Meticulous attention to detail and a commitment to accuracy and timeliness

● Ability to work independently and manage multiple priorities in a fast-paced

environment

● Strong Excel skills

● Highest standards of integrity, professionalism, and discretion

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