VP of Tax Planning

Please make an application promptly if you are a good match for this role due to high levels of interest.
As our global firm grows, we continue to add individuals who seek a collaborative, open‑door culture that values diversity and innovative thinking.
In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.
Vice President, Client Ops New Business Implementation
The Vice President, Client Ops New Business Implementation will lead the operational build aspects for the firm’s new investment solutions for our clients. The VP will be part of the Client Operations platform, which is collectively responsible for identifying, assessing and standing up key new operational builds for the firm’s new products.
The role will include close collaboration with the different areas of Client Operations and ongoing partnership with a diverse set of colleagues across the firm, including Strategy, Innovation, and Execution, Legal, Compliance, Marketing, Investor Relations, Private Wealth, Tax, and Financial Planning & Analysis, as well as external providers and advisors.
Established network of industry relationships and contacts to leverage to support business research and best practices.
Performance/Analytics
Compliance – Regulatory and tax
Strong attention to detail and ability to push for client operational decisions on a project while seeking input from different perspectives, without existing precedents
Experience with separately managed mandates, complex open and closed end fund structures, alternatives, private equity, credit investments, real assets and various performance fee structures.
Ability to clearly communicate complex technical concepts in simple terms by building a template/model, summarizing in writing and in person.
Vice President, Client Ops New Business Implementation will report into the Head of New Business Implementation for Client Operations and will lead the design of the operational development of specific new products that are novel to the firm and align with the firm’s strategy.
Strong partnership and collaboration with an experienced group of senior professionals to assess the operational builds capacity and needs that may impact the operational model involving accounting, treasury functions, taxation, client onboarding, reporting, performance and third‑party service providers.
Initial assessment of key new operational processes and technology required for new product implementation. Carefully reviewing legal and other product documentation from an operational commercial perspective.
Sharing experience and insights to influence product strategy and planning to build efficiencies across product strategies.
10+ years of professional experience in the private markets or asset management space, focused on client operations, understanding of fund structuring, involvement in product launch and related topics.
~ Demonstrated excellence in implementing multi‑dimensional projects.
~ Strong familiarity with SEC regulatory reporting, US GAAP, LUX GAAP and other accounting bases.
~ Familiarity with different legal structures used for investors to access private market strategies.

Bachelor’s degree or equivalent experience

10+ years of experience in private equity or alternatives asset class

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