Tax Director

The Tax Director is responsible for leading all tax-related matters for the investment services company, including corporate, fund, and investor tax compliance and planning.

• Develop and execute tax strategies aligned with the company’s investment, operational, and growth objectives
• Evaluate tax implications of new products, fund structures, transactions, and investments
• Advise senior management on tax risks, opportunities, and regulatory developments

• Oversee preparation and review of all federal, state, local, and international tax filings
• Ensure timely and accurate tax compliance for management companies, funds, and related entities
• Manage investor tax reporting (e.g., K-1s, withholding, FATCA/CRS where applicable)
• Oversee tax provisions and disclosures in financial statements
• Provide tax guidance on fund structuring, launches, liquidations, and restructurings
• Review partnership allocations, waterfalls, and carried interest tax considerations
• Support transaction tax analysis for acquisitions, dispositions, and reorganizations

• Bachelor’s degree in Accounting, Finance, or related field (required)
• CPA (strongly preferred)
• Partnership and trust/estate preferred

• 10+ years of progressive tax experience, including leadership roles
• Strong background in investment management, financial services, or funds