Tax Managing Director Level
Core
Lead the U.S. Tax Practice for a global fund administration firm, driving strategic vision, operational excellence, and business growth while advising clients on complex tax structuring and compliance.
Role type
Senior IC Tax Managing Director (Practice Leader)
Builds
Strategic tax advisory services for private equity, venture capital, hedge funds, and alternative investment structures.
Domain
Financial Services / International Tax / Fund Administration
Required skills
Partnership taxation, alternative investment fund structuring, international tax reporting, foreign investor withholding regimes, state and local tax compliance, client relationship management, business development, team leadership, IRS examination management
Preferred skills
JD (Law Degree), active CPA license
Technologies
Forms 1042, 1042-S, 1042-T, 8804, 8805, 8813, 8288, 8621, 5471, 8865, 926, W-8BEN, W-8BEN-E, W-8IMY, W-8ECI
Responsibilities
Define and execute strategic vision for the U.S. Tax Practice; Partner with firm leadership to expand market presence and achieve revenue objectives; Lead business development initiatives including client pursuits and cross-selling; Advise clients on tax-efficient structuring for private equity and alternative investments; Oversee complex tax matters involving international reporting and withholding compliance; Represent clients in IRS and state examinations; Mentor and develop Senior Managers and Associates.
Seniority
Senior, hands-on IC with practice leadership responsibilities