Director – Tax

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The Tax Director will provide domestic and international tax compliance and reporting support for the team.

Company Information:

Investment Firm

Job Description:

Manage the tax compliance process and supervise service providers to deliver accurate tax reporting.
Coordinate and review tax allocations of partnership income, inclusive of rebalancing and basis tracking.
Coordinate and review tax provisions for corporations.
Research tax treatment of financial instruments and complex step transactions.
Review tax procedures at domestic and international portfolio companies; includes managing the collection of tax information from underlying portfolio assets.
Coordinate quarterly projections and related estimated payments.
Respond to tax authority requests & notices and oversee audit proceedings.
Supervise and develop staff.
Understanding of UBTI, ECI, and state and local considerations and interaction with investor concerns and tax structure.
Ability to interact with investors, finance/tax colleagues, and senior management.

Requirements / Qualifications:

8 years minimum of Big 4 tax experience with real estate/infrastructure asset classes.
Must have an understanding of open ended fund structures and related allocations
Must have extensive knowledge of investment fund tax accounting concepts; including partnership tax accounting, tax allocations, management and incentive fees.
Must have relevant tax experience with a concentration in partnerships; corporate tax experience is a plus.
CPA, with MST preferred
Strong analytical skills and the ability to work with complex data to drive
Ability to work effectively in a fast-paced and dynamic culture, with the ability to take initiative and be hands-on.

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