Managing Director, Head Of Product Tax

Overview

• Lead the strategic direction and execution of tax compliance for diverse investment products.
• Collaborate with cross-functional teams to ensure adherence to institutional tax standards.
• Provide expert guidance on tax implications for private equity, real estate, and alternative investments.
• Oversee audits and compliance processes to mitigate risks and ensure accuracy.
• Develop and implement tax strategies to optimize investment outcomes.
• Mentor and lead a high-performing tax team, fostering growth and excellence.
• Evaluate restructuring proposals and investment opportunities from a tax perspective.
• Maintain strong relationships with stakeholders, including investors and external advisors.

Key Responsibilities & Duties

• Direct tax compliance for private funds, securitizations, and CLOs, ensuring regulatory adherence.
• Review and approve tax filings, investor deliverables, and payment schedules.
• Advise on tax structuring for acquisitions, investments, and corporate restructurings.
• Collaborate with external advisors to address complex tax scenarios effectively.
• Manage audits and ensure compliance with federal, state, and local tax regulations.
• Support internal teams with tax-related insights and solutions for investment strategies.
• Evaluate international financing and royalty structures for tax optimization.
• Deliver exceptional service to major investors, addressing their tax-related inquiries.

Job Requirements

• Bachelor of Science (BS) degree in Accounting, Finance, or related field.
• CPA certification required; advanced degree in taxation 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 analyzing LPAs, PPMs, and transactional documents.
• Strong analytical, organizational, and project management capabilities.
• Exceptional communication and leadership skills to manage teams effectively.
• Advanced proficiency in tax software and Microsoft Office Suite.