Vice President, Tax

Vice President, Tax Overview

• The Vice President, Tax will lead the firm's global tax function, ensuring compliance and accuracy across all tax processes.
• Collaborate with external advisors and internal teams to streamline workflows and enhance operational efficiency.
• Oversee tax filings and workpaper preparation for U.S. and international partnerships and corporations.
• Drive continuous improvement by identifying opportunities to strengthen controls and leverage technology.
• Support transaction execution and alignment across accounting, legal, and investor relations teams.
• Ensure compliance with global reporting requirements, including FATCA/CRS and other specialized filings.
• Research technical tax positions and stay updated on tax developments impacting private funds and investment structures.
• Contribute to scalable growth by enhancing tax processes and maintaining high standards of professionalism.

Vice President, Tax Key Responsibilities & Duties

• Manage the firm's global tax function, overseeing processes for management company, funds, and SPVs.
• Coordinate U.S. and international tax compliance requirements, including federal, state, local, and foreign filings.
• Supervise external tax advisors and fund administrators to ensure accurate preparation of tax returns and reports.
• Review and prepare specialized filings such as tax elections, FBAR, and entity formation documentation.
• Oversee tax accruals and support financial statement preparation, ensuring accurate disclosures.
• Conduct tax structuring, planning, and modeling for investment structures and financial instruments.
• Enhance tax processes by leveraging technology and identifying opportunities for improvement.
• Maintain technical expertise and research tax positions to support special projects.

Vice President, Tax Job Requirements

• Bachelor's degree in a related field is required; CPA designation strongly preferred.
• 7-10 years of progressive tax experience, preferably with private credit and investment structures.
• Advanced proficiency in Excel and Microsoft Office Suite is essential.
• Strong analytical, organizational, and communication skills with a commitment to accuracy.
• Ability to manage multiple priorities and meet critical deadlines in a fast-paced environment.
• Experience with ECI tax considerations, loan origination, and Season-and-Sell structures is a plus.
• Demonstrated intellectual curiosity and problem-solving abilities.
• Athlete mindset: highly driven, resilient, and goal-oriented with a focus on continuous improvement.