Summary
A global alternative investment firm is seeking a VP of Tax responsible for managing tax compliance for the firm’s management company, investment funds, and a range of domestic and international SPVs. This role requires expertise in U.S. and non-U.S. partnership and corporate tax filings, as well as the ability to coordinate with multiple internal teams and third-party service providers. The Tax Manager will report to the Head of Tax and support ongoing process improvements across the tax function.
Company Information:
A premier credit-focused investment firm headquartered in New York, overseeing more than $15 billion in assets.
Job Description:
- Oversee all aspects of global tax compliance for management company entities, funds, and SPVs.
- Manage annual cycles of tax return preparation, review, and filing across U.S. and foreign jurisdictions.
- Interface regularly with external tax advisors, including oversight of:
- Partnership and corporate tax returns
- K-1 issuance and review
- Taxable income analyses and projections
- Estimated tax calculations and payments
- FATCA/CRS and foreign information reporting
- Respond to federal, state, local, and international tax authority inquiries.
- Work cross-functionally with accounting, legal, operations, and investor relations to improve information flow and accuracy.
- Prepare or review tax-related filings such as elections, FBAR, commercial rent, PTE filings, and documentation for new legal entity formations.
- Support tax structuring and planning for new products, transactions, and complex investment instruments.
- Drive continuous improvement, leveraging technology and automation to streamline tax processes.
Requirements / Qualifications:
- 7+ Years Tax Experience from Public Accounting or a Fund
- Partnership Fund Tax Experience Required
- CPA Highly Preferred
