Tax Director - Private Equity

6 days ago Be among the first 25 applicants

This range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$190,000.00/yr - $250,000.00/yr

My client is a fast-growing Private Equity fund currently sitting around 20B AUM. They put together an all-star cast of top executives in the alternatives space for a best-in-class fund.

As the business continues to witness rapid growth, the firm is looking to hire an essential Tax Director to sit in their NYC office.

This is a new role due to growth that will be responsible for a wide range of functions including managing both compliance as well as research related to Private Equity and Credit Funds. The tax compliance is outsourced, so this role will be managing that relationship/reviewing their work, involved in tax policy, provide tax advice for new fund strategies and be involved in special projects throughout the year.

Tax Compliance

• Real-time analysis and review of fund activity for various tax impacts
• Preparation, filing and payment of quarterly tax estimates, reporting disclosures and returns
• Annual compliance review of 3rd party prepared tax returns and partnership allocations
• Monitoring and preparation of various domestic and foreign tax and non-income tax reporting obligations
• Coordination of various third-party advisors including tax, legal and accounting
• Collect, validate and maintain Investor data
• Research and respond to government notices as well as various LP and GP requests
• Manage and assist in the development of internal tax tools utilized to streamline compliance process

Formation, Structuring & Analysis

• Participate in strategy sessions to highlight tax impacts on various structuring discussions with respect to Funds, GPs & Management Company structuring
• Assist in the entity formation and dissolution process
• Provide tax planning advice for Individual GPs and Management Company owners
• Develop and enhance various LP & GP reporting disclosures
• Maintain awareness of the current tax environment through research of the latest tax proposals, policies and industry viewpoints
• Assist in various projects as the business grows

Requirements:

• 8-18 years experience in Partnership Tax. Straight Big 4 Fund Tax or combo from PE Fund.
• Private Equity required.
• CPA required
• Hybrid 4 days in NYC

Seniority level

Director

Employment type

Full-time

Job function

Accounting/Auditing, Finance, and Other

Industries

Venture Capital and Private Equity Principals and Financial Services