Tax Director
Core
Lead tax compliance, planning, and process management across a complex portfolio of investment funds, management entities, and related structures.
Role type
Director of Tax (Investment Management)
Builds
Tax compliance processes, investor reports, and fund-level tax strategies
Domain
Investment Management / Alternative Investments
Required skills
Partnership taxation, multi-state compliance, fund structures, tax return review, external advisor management, investor reporting, process improvement, stakeholder partnership
Preferred skills
CPA, MST, advanced tax credentials, public accounting experience, alternative investments experience
Technologies
Tax software, financial reporting tools
Responsibilities
Oversee annual tax compliance for partnership and corporate entities, review partnership returns and K-1s, manage relationships with external tax advisors and auditors, research tax implications for investments and restructurings, coordinate investor tax reporting, improve tax processes and controls, partner with internal teams to resolve tax issues
Seniority
Director, strategic leadership with hands-on oversight