Tax Director

6 days ago


New York, New York, United States Yieldstreet Full time
Job Title: Tax Director - Corporate and Fund

About the Role:

We are seeking a highly skilled and experienced Tax Director to join our dynamic finance team and help lead our tax function. The role will report to our Chief Financial Officer. In this position, you will oversee all aspects of tax planning, compliance, and reporting. The ideal candidate will have a robust background in tax regulations, strong analytical capabilities, and the ability to manage multiple tax-related projects while ensuring adherence to applicable laws and regulations.

About the Team:

You'll have the opportunity to work cross-functionally and in close collaboration with company executive leadership, seasoned investment professionals, and business operations teams. This is an opportunity to be part of a high-growth fintech company striving to provide access to alternative investment opportunities historically unavailable to most individual investors.

About the Company:

Yieldstreet is a leading fintech company creating access to alternative investment opportunities. With over $2.5 billion in Assets Under Management (AUM) and over $200 million in corporate capital raised from top-tier investors, Yieldstreet is positioned to reimagine alternative investing.

Responsibilities:

  • Tax Compliance:
    • Review investor tax allocations for fund partnerships and related tax filings (i.e., Federal 1065's, state tax returns, and K-1's)
    • Manage all tax compliance and reporting, including corporate income tax, sales tax, and other applicable tax filings including commercial rent tax returns
    • Oversee all REIT and RIC related tax compliance
    • Prepare and review tax provisions and related financial statement disclosures in accordance with ASC 740
    • Handle/oversee compliance with all federal, state, and local tax laws and regulations
  • Tax Planning and Strategy:
    • Develop and implement tax planning strategies to optimize the company's tax position and minimize tax liabilities
    • Stay up-to-date with changes in tax laws and regulations, assessing their impact on the organization and recommending appropriate tax strategies
    • Provide tax guidance and support to internal stakeholders on various business transactions, including mergers and acquisitions, restructuring, and other strategic initiatives
    • Conduct research on complex tax issues and emerging tax laws to ensure compliance and identify potential tax-saving opportunities
  • Team Management and Leadership:
    • Supervise and mentor a team of tax professionals, providing guidance and support in their professional development
    • Work in collaboration with a variety of external 3rd party tax advisors
    • Set performance goals and objectives for the tax team, conducting regular performance evaluations
    • Foster a collaborative and productive work environment within the tax department

Requirements:

  • Bachelor's degree in Accounting and CPA license is required (Master's degree in Accounting and/or Taxation preferred)
  • 10+ years of relevant experience in financial services, specifically private equity and private credit
  • Extensive knowledge of federal, state, and local tax laws and regulations
  • Experience in ASC 740
  • Strong understanding of tax planning strategies and their application to business transactions
  • Proficiency in tax compliance software and accounting systems, such as Advent Geneva/World Investor
  • Leadership - ability to develop and implement strategies to maximize employee performance and foster high standards, act as a role model and in the best interests of the team, firm, and clients
  • Problem Solving - ability to identify the cause and effects of issues and analyze existing and external information to come up with appropriate solutions
  • Planning/Organizing - prioritize and plan work activities for self and team proactively, use time efficiently, and maintain a high level of organization
  • Diligence and Attention to Detail - demonstrate accuracy and thoroughness; monitor own work to ensure quality control of all work products of self and others
  • Communication - speak clearly and professionally, create polished and complete documents, ensure top quality work product, and present data effectively
  • Results Oriented - understand and analyze work product, apply critical thinking to ensure accuracy and high quality of deliverables, willingness to analyze, innovate, and improve workflow processes

What We Offer:

  • Competitive compensation packages including equity
  • Health, dental, and vision coverage with FSA/HSA options
  • Unlimited PTO
  • 401k Match
  • Paid lunch once a week
  • Commuter benefit
  • Life insurance
  • Sabbatical
  • Summer Fridays

  • Tax Director

    4 days ago


    New York, New York, United States Alvarez & Marsal Tax, LLC Full time

    About the RoleWe are seeking a highly experienced and skilled Tax Director to join our International Tax and Corporate Transformation team at Alvarez & Marsal Tax, LLC. As a key member of our team, you will be responsible for providing expert tax advice and guidance to our clients, helping them navigate complex international tax and corporate transformation...

  • Tax Director

    3 days ago


    New York, New York, United States FORVIS Full time

    About the RoleWe are seeking a highly skilled Tax Director to join our team at Forvis. As a Tax Director, you will play a key role in providing tax compliance and advisory services to our clients, helping to develop and manage client relationships, and assisting with the management and development of our tax staff.Key ResponsibilitiesProvide tax compliance...

  • Tax Director

    3 days ago


    New York, New York, United States Tandym Group Full time

    A leading financial services organization, Tandym Group, is seeking an experienced and diligent professional to join their staff as their new Associate Director. In this role, the Associate Director will be responsible for the corporate tax function, including compliance, audits, reporting, and research.Key Responsibilities:Global Corporate Income Tax...

  • Tax Director

    3 weeks ago


    New York, New York, United States A24 Full time

    Tax DirectorA24 is seeking a Tax Director to build out our tax function, set relevant procedures and practices, and oversee all tax matters. In your role, you will ensure that A24 is run in a tax-efficient manner by liaising with external tax consultants and preparers to ensure local, state, federal and international tax issues are handled accurately and...

  • Senior Tax Manager

    6 days ago


    New York, New York, United States Tandym Group Full time

    A professional services firm, such as Tandym Group, is seeking an experienced Tax professional to join their staff as a Senior Tax Manager / Tax Director. In this role, the Senior Tax Manager / Tax Director will be responsible for developing, implementing, and executing tax controversy consulting services to Fortune 1000 and mid-sized clients.Key...

  • Tax Director

    4 days ago


    New York, New York, United States Veracity Full time

    Job SummaryWe are seeking a highly experienced Tax Director to join our team at Veracity. As a senior leadership role, this position will be responsible for providing strategic tax advice and services to clients within the financial services industry.Key ResponsibilitiesDevelop and maintain strong relationships with key clients in the financial services...

  • Tax Director

    2 days ago


    New York, New York, United States Hunt Hive Talent Full time

    About the RoleWe are seeking a highly skilled Tax Director to join our team at Hunt Hive Talent. As a key member of our organization, you will play a pivotal role in managing all tax-related aspects of Mergers & Acquisitions (M&A) activities.Key ResponsibilitiesStrategic Tax Planning: Develop and implement tax strategies that align with business goals to...

  • Tax Director

    5 days ago


    New York, New York, United States Strategic Employment Full time

    Job Title: Tax DirectorCompany: Strategic EmploymentLocation: NYCJob Type: Full-timeAbout Us: Strategic Employment is a boutique firm that specializes in providing innovative tax solutions to its exclusive clientele.Job Summary: We are seeking a highly skilled Tax Director to join our team of tax experts. As a Tax Director, you will be responsible for...


  • New York, New York, United States WARNERMEDIA Full time

    Welcome to Warner Bros. Discovery... the stuff dreams are made of.Who We Are... When we talk about "the stuff dreams are made of," we're not just referring to the world of wizards, dragons, and superheroes, or even to the wonders of Planet Earth. Behind WBD's extensive portfolio of iconic content and beloved brands, are the storytellers breathing life into...

  • Tax Director

    4 days ago


    New York, New York, United States FORVIS Full time

    About the RoleWe are seeking a highly skilled Tax Director - Private Client to join our team at FORVIS. As a trusted advisor, you will serve as a member of various client service teams and possess knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies.Key ResponsibilitiesProvide...


  • New York, New York, United States Grant Thornton Full time

    About the RoleGrant Thornton is seeking a highly skilled Corporate Tax Director to join our team in a leadership capacity. As a key member of our Corporate Tax Solutions Family, you will be responsible for providing innovative tax planning, consulting, and compliance expertise to our clients.Key ResponsibilitiesSupervise and manage multiple client services...


  • New York, New York, United States Solera, Inc. Full time

    About the Role:The Solera Tax Provision and Direct Tax Director will play a pivotal role in driving the financial success and compliance of our organization. This individual will oversee and lead the entire (Federal, State, and International) quarterly and annual tax provisions under ASC 740, as well as be responsible for the overall Direct Tax function,...


  • New York, New York, United States Grant Thornton Full time

    About the RoleGrant Thornton is seeking a seasoned tax professional to join our team as a Corporate Tax Director. As a key member of our Corporate Tax Solutions Family, you will be responsible for leading business income tax planning, corporate compliance, and ASC 740 income tax accounting projects.Key Responsibilities:Supervise and lead multiple client...


  • New York, New York, United States Crowe Full time

    About the Role:Crowe is seeking a highly experienced Tax Managing Director to join our leading Financial Services team. As a key member of our team, you will be responsible for developing and maintaining client relationships, facilitating consulting and compliance projects, and providing technical expertise to expand our practice.Key Responsibilities:Develop...


  • New York, New York, United States Grant Thornton Full time

    About the RoleWe are seeking a highly skilled and experienced Income Franchise Tax Director to join our team at Grant Thornton. As a key member of our tax team, you will be responsible for overseeing the preparation of Income/Franchise tax returns for our clients, providing expert guidance and support to ensure compliance with all relevant tax laws and...


  • New York, New York, United States Alvarez & Marsal Full time

    About the RoleWe are seeking a highly experienced and skilled International Tax Director to join our team at Alvarez & Marsal. As a key member of our International Tax practice, you will be responsible for leading the US-outbound tax planning support for international operations of US-headquartered companies.Key ResponsibilitiesLead Tax Planning: Develop and...


  • New York, New York, United States KPMG Full time

    About the RoleWe are seeking a highly skilled and experienced Tax Accounting Associate Director to join our Finance and Accounting organization at KPMG.Key ResponsibilitiesOversee individual income tax compliance, tax counseling, tax projections, and tax notices for partners of the firm.Review work papers, tax returns, and related work products prepared by...


  • New York, New York, United States Cushman & Wakefield National Full time

    Job SummaryCushman & Wakefield National seeks a highly experienced Senior Director, Tax Reporting & Special Projects to lead and manage the consolidated reporting of the Company's domestic and international tax accounting. The ideal candidate will have a strong background in US tax law and GAAP, with experience in leading teams and managing complex tax...

  • Tax Director

    5 days ago


    New York, New York, United States A24 Full time

    About the RoleA24 is seeking a highly experienced Tax Director to join our team and lead the development of our tax function. As a key member of our finance team, you will be responsible for building and implementing tax strategies that drive efficiency and compliance across the organization.Key ResponsibilitiesProactive Tax Planning: Identify tax needs and...


  • New York, New York, United States Cushman & Wakefield National Full time

    Job SummaryCushman & Wakefield National seeks a highly experienced Senior Director, Tax Reporting & Special Projects to lead the corporate tax function and drive strategic tax planning initiatives. The ideal candidate will have a strong background in US GAAP and international tax accounting, with expertise in tax compliance, planning, and risk management.Key...