Tax Director

Our client, a rapidly growing alternative asset management firm, is seeking a high-level Tax Director to lead all ranges of tax related issues, including the development of new tax strategies and policies. You will also be responsible for Identifying and reviewing all tax opportunities to minimize tax risks and leakage, as well as providing leaders with tax planning, advice, and guidance with respect to different investment and corporate structures.

This organization primarily focuses on private equity fund of funds, co-investment, and private credit. They currently manage over $5B assets under management.

Responsibilities: Responsible for all ranges of tax related issues, including development of new tax strategies and policies. Identify and proactively review all tax opportunities to minimize tax risks and leakage. Provide firm leaders with tax planning, advice, and guidance with respect to different investment and corporate structures. Act as a liaison with external tax preparers to manage the collection and distribution of tax information and provide oversight on appropriate tax treatment of investments and taxable income calculations. Lead and support the financial statement audit process with external auditors around tax disclosures and applicable analysis. Scope of tax analysis includes but is not limited to the following: ASC 740 analysis, ROCSOP adjustments, taxable income/provision calculations, and assessment of deferred tax assets/liabilities. Review and assess tax compliance for specialized situations including asset diversification and income qualification tests and excise distributions prescribed under Subchapter M. Review allocations, withholding calculations, and other supporting information necessary to ensure timely production and filing of both federal and state income tax returns and extensions, along with coordinating any payments that are due. Tax forms include but are not limited to K-1s, 1099s, 1065s, and 1120/1120-RIC. Analyze and respond to tax notices to ensure compliance with federal and state regulations. Perform high level reviews of tax research, tax workpapers/allocations and tax filings across various tax structures. Maintain awareness of the current tax environment as it relates to the latest tax proposals, policies and industry viewpoints.

Qualifications: 10+ years’ experience in providing tax planning services or preparing and reviewing client work papers and income tax returns (6+ years’ experience with investment management or partnership taxation) Tax experience in ’40 Act/Private Equity strongly preferred. Previous Big 4 experience or large CPA firm equivalent Bachelor’s degree in accounting or finance (Master’s Degree in Taxation, MBA, and/or CPA is desirable) Knowledge of fund accounting and general ledger accounting Strong understanding of technical partnership, ’40 Act, and corporate accounting and tax rules Analytical and problem-solving skills, including the ability to analyze tax issues.

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