Managing Director, Head Of Product Tax

Overview

• Lead the tax strategy and compliance for a diverse portfolio of investment structures and products.
• Collaborate with internal teams and external advisors to ensure institutional standards in tax documentation and due diligence.
• Provide expert tax advice on private equity, real estate, venture capital, and fixed income investments.
• Oversee tax compliance functions, including tax returns, estimates, and payments.
• Manage audits by federal, state, and local jurisdictions, ensuring compliance and risk mitigation.
• Evaluate and advise on tax aspects of restructuring proposals and investment opportunities.
• Work closely with portfolio companies to address complex tax issues and optimize strategies.
• Provide leadership and mentorship to the tax team, fostering professional growth and excellence.

Key Responsibilities & Duties

• Oversee tax compliance for private funds, securitizations, and CLOs, ensuring accurate reporting and adherence to regulations.
• Review and approve tax returns, investor deliverables, and quarterly tax payments.
• Advise on tax structuring for investment opportunities and lead negotiations on acquisitions and restructurings.
• Collaborate with external tax counsel and borrowers to evaluate restructuring proposals.
• Manage audits and ensure compliance with federal, state, and local tax regulations.
• Provide tax-related support to the front office and internal teams.
• Review and advise on tax aspects of international financing and royalty structures.
• Maintain relationships with major investors and provide exceptional client service.

Job Requirements

• Bachelor of Science (BS) degree in a relevant field.
• CPA certification required; advanced degree preferred.
• Minimum of 15 years of experience in tax compliance and consulting; 20 years preferred.
• Expertise in private funds, fund-of-funds, and alternative investment structures.
• Proficiency in reviewing LPAs, PPMs, and transactional documents.
• Strong analytical, organizational, and project management skills.
• Exceptional communication and interpersonal abilities to lead and supervise teams.
• Advanced software and Microsoft Suite skills.