VP/Principal - Carried Interest Tax
Core
Lead all carried interest tax matters, including returns, calculations, payments, and distributions for a leading asset manager.
Role type
VP/Principal Carried Interest Tax Manager
Builds
Accurate tax reporting, payment processes, and executive-level financial data for private capital solutions.
Domain
Private Equity / Alternative Asset Management / Taxation
Required skills
Partnership taxation, Schedule K-1 reporting, capital account reconciliations, tax return preparation, estimated tax calculations, tax distribution calculations, external advisor management, executive reporting
Preferred skills
CPA designation, private equity experience, Big Four accounting firm experience
Technologies
Tax software, reporting tools, capital account systems
Responsibilities
Serve as primary point of contact for carried interest tax matters; develop partnerships across internal departments; prepare executive-level reporting; support technology solution design; maintain tax trackers and advisor directories; validate taxable income allocations and demographic data; reconcile taxable income activity to capital accounts and Schedule K-1s; oversee quarterly and annual tax payment processes; manage relationships with external service providers.
Seniority
VP/Principal, strategic leadership with hands-on execution