Tax Director @ Global Investment Fund

3 weeks ago

New York, United States Coda Search│Staffing Full time

Our client is a Global Investment Manager that has been in High Growth and are currently seeking a Tax Director level professional to add to a newly created team.

They will partner with Head of Team, working with Internal Accounting and Finance to provide assistance with Fund Tax Compliance, Reporting, Tax Accounting, and Tax Advisory related matters. This is a newly created role, working with Executives whom have drove growth and assisted with creating policies and procedures.

Job description/Responsibilities

  • Coordinate or manage the Global tax compliance process for investment partnerships and accounts managed by the firm including Federal, State, and International tax reporting.
  • Lead the tax process improvement projects using different tax technology solutions while collaborating with various Departments.
  • Communicate regularly with Fund Finance and Treasury executives to implement strategies designed to improve the transfer of information between groups, including the tracking, booking, and processing of tax payments and refunds.
  • Work closely with the Tax Managing Director on tax structuring.
  • Research tax technical issues and articulate findings in a manner suitable for the audience.
  • Review tax deliverables with a focus on accuracy and timeliness.
  • Draft client correspondence and participate in communications with clients, as needed.
  • Review fund structures of underlying fund investments for domestic and foreign entities and identify tax filing and income reporting requirements.
  • Review partnership allocations of income for investment partnerships and issue K-1s to investors.
  • Performs related duties as assigned including handling tax notices, updating tax forms, responding to investment tax questionnaires

Requirements

  • Bachelors or Masters degree in Tax or Accounting; CPA or MST (preferred)
  • 7+ years Financial Services tax experience is needed
  • International Tax a plus

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