Tax Director @ Global PE Investment Fund

Tax Director @ Global PE Investment Fund

Our client is a $70+ Billion AUM Asset Manager that has been in high growth and has currently opened a new role seeking a Tax Director level professional to add to their team. They will partner with the Investment Team, also working with Accounting and Finance, to provide assistance with Tax Reporting and Tax Advisory. This newly created role will work with Executives who have driven growth and assisted with creating policies and procedures.

• Manage all aspects of Investment Tax Reporting, Tax Technology, and Planning including disclosures and tax forecasting.
• Review Investment fund structures, identifying tax risk within entities.
• Lead tax technology process improvement reporting.
• Monitor legislative changes in tax laws that may impact the firm’s tax positions.
• Review complex tax returns prepared by outside advisors.
• Advise head of Investment Teams, including the Executive Team, on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden.

• Bachelor’s or Master’s degree in Tax or Accounting; CPA or MST (preferred).
• 8+ years of financial services tax experience is needed.
• Private equity and fund tax experience is preferred.