Tax Director

3 weeks ago

Manhattan Beach, United States Carter Pierce Full time

A rapidly growing private equity firm is seeking a Director of Tax & Compliance (title flex DOE) to join their team. This tax professional will provide primary oversight over the firms tax and SEC regulatory compliance functions, as described in detail below:

Responsibilities:

  • Full ownership of tax reporting and tax compliance (U.S. federal, state and local, and international tax, as applicable) across all of the firms affiliated entities, including but not limited to Management Company, Funds, Special Purpose Vehicles, Portfolio Companies
  • Collaborate with the investment deal teams on M&A tax due diligence for potential acquisitions and divestitures
  • Oversee personal tax reporting and filings for the firms Partner-level executives (currently one Managing Partner and two Partners)
  • Includes tax reporting and filings for personal investments and personal entities
  • Manage FATCA, CRS, and other withholding requirements and filings for investors
  • Review all tax notices and serve as point person for any tax audits
  • Manage non-income and indirect tax matters
  • Coordinate with our third-party compliance consulting firm to oversee our SEC compliance program, including the compliance manual, code of ethics, and quarterly and annual internal compliance reviews
  • Continuously review and update key SEC compliance policies, procedures, and controls
  • Manage all SEC compliance filings, including Form ADVs and Form PFs
  • Oversee internal SEC compliance reporting (monitoring trading restricted lists, periodic attestations, and code of ethics reporting)
  • Assist and provide necessary input to the quarterly investment fair valuation process
  • Hire, develop, and manage future staff
  • Other ad hoc projects as required

Qualifications:

  • Undergraduate degree in accounting, finance, or related field
  • 10+ years of experience in the private equity industry, specifically in the tax function
  • Experience working for a Big Four accounting firm in the private equity tax practice strongly preferred
  • CPA license preferred (inactive status is OK)
  • Extreme attention to detail
  • Strong proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
  • Ability to take initiative and work independently
  • Strong project management skills, including ability to multi-task and drive multiple end-to-end projects simultaneously
  • Excellent written and oral communication skills
  • Ability to consistently display a professional and courteous manner with all stakeholders (investors, co-workers, management, portfolio companies, third-party service providers, etc.)

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