Tax Principal

2 weeks ago


New York, New York, United States Michael Page Full time

About the Role

The Tax Principal will lead and manage all aspects of partnership tax compliance, ensuring timely and accurate filings. They will develop and implement tax planning strategies that optimize fund performance and align with regulatory requirements.

Key Responsibilities

  • Lead and manage all aspects of partnership tax compliance
  • Develop and implement tax planning strategies
  • Collaborate closely with investment teams to assess tax implications of investment decisions and structures
  • Communicate complex tax concepts clearly and effectively to both technical and non-technical stakeholders
  • Mentor and guide junior tax staff, fostering professional growth and development within the team
  • Stay current on tax laws and regulations, providing insights and recommendations to senior management
  • Build strong relationships with external advisors, auditors, and regulatory bodies

Requirements

  • Bachelor's degree in Accounting, Finance, or a related field; CPA or advanced degree preferred
  • 8+ years of experience in partnership tax compliance and tax planning, preferably within asset management / financial services
  • Deep understanding of tax regulations affecting partnerships and investment funds
  • Proven ability to communicate complex tax issues in a straightforward manner
  • Strong analytical skills with attention to detail and accuracy
  • Ability to work collaboratively in a fast-paced environment while building rapport with team members

What We Offer

  • Competitive salary and benefits package
  • Opportunities for professional development and growth
  • Flexible work environment with a focus on work-life balance


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