Senior Vice President of Tax, Finance
: Job Details :

Senior Vice President of Tax, Finance

Our client, a prestigious asset management firm, is seeking an experienced tax professional to join their firm in a leadership role as VP or Senior VP of Tax. This position will be responsible for managing all tax-related matters for our funds and management companies, including overseeing the K-1 process, liaising with tax preparers and advisors, preparing estimates, and conducting tax analyses. The ideal candidate will deeply understand partnership taxation, have excellent communication skills, and have a proven tax management track record at an investment or public accounting firm.

Job Duties:

Manage the K-1issuance process for all funds and management companies,

ensuring timely and accurate preparation and distribution

Manage the issuance of 1099s

Serve as the primary point of contact for tax preparers and advisors, to

coordinate on K-1 issuances and any tax matters that may arise in the

ordinary course of business

Oversee the preparation and filing of all necessary tax returns and estimates

and other filings

Prepare tax expense estimates for our funds

Conduct detailed tax analyses for our funds to identify opportunities for

optimization

Manage all tax analyses for funds' underlying investments, coordinating with

the investment team and outside tax advisors to ensure a comprehensive

understanding of tax implications and strategies

Stay up-to-date on relevant tax laws and regulations, proactively identifying

and addressing any potential impacts on our funds and management

companies

Manage all tax analyses for funds' underlying investments, coordinating with

the investment team and outside tax advisors to ensure a comprehensive

understanding of tax implications and strategies

Provide expert guidance and support to senior management and the board

on tax optimization

Qualifications

Bachelor's degree in Accounting, Finance, or a related field; Master's degree

in Taxation preferred

CPA certification required

Minimumof10yearsoftax experience, preferably in an investment

Management firm or at a public accounting firm

Experience with private credit funds preferred

Deep expertise in partnership taxation and experience with private equity,

venture capital, or hedge fund structures

Strong knowledge of tax laws, regulations, and best practices

Excellent analytical and problem-solving skills

Exceptional communication and interpersonal abilities, with a talent for

explaining complex tax concepts to non-experts

Meticulous attention to detail and a commitment to accuracy and timeliness

Ability to work independently and manage multiple priorities in a fast-paced

environment

Strong Excel skills

Highest standards of integrity, professionalism, and discretion