VP, Tax, Fund Finance

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Summary

Our client, a global Investment Manager is looking for a VP for their Tax and Fund Finance team!


Company Information:

Global Investment Manager with over $60B AUM


Job Description:

• Coordinate with and manage tax advisors and fund administrators to ensure accuracy and
completeness of tax returns, underlying tax documents, K-1s, and other relevant tax filings.
• Responsible for reviewing partnership agreements and private placement memorandums for tax
implications on items such as book/tax allocations and management fees/carried interest.
• Research and manage end-to-end tax requirements and/or tax treatments related to the firm
management company and funds by conducting due diligence, identifying optimal structuring
strategies, providing entity formation advice, etc.
• Collaborate with the investment teams, external tax partners, and legal counsel to provide the
most tax-efficient investment structures.


Requirements / Qualifications:

• 10+ years of relevant tax experience in a public accounting or asset management environment.
• Must have a deep understanding of both closed end and open-end fund structures.
• Extensive knowledge of investment fund tax accounting concepts, such as partnership tax
accounting, tax allocations, management fees, and carried interest.
• Experience with multi-tiered fund structures, including SPVs and blockers preferred.
• Excellent time management and organizational skills, with the ability to coordinate multiple
workstreams in parallel.
• Strong interpersonal communication skills, both written and verbal, speaking to external and
internal stakeholders

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