Tax Director, Asset Manager

Summary:

Lead the firm’s tax function with a primary focus on partnership tax compliance, reporting, and planning across credit hedge funds, private equity-style funds, management company entities, and related investment structures.

Responsibilities:

• Oversee all aspects of partnership tax compliance across the firm’s investment funds, including federal, state, local, and applicable international tax filings, Schedule K-1 preparation and review, taxable income allocations, capital account maintenance, and partner tax reporting.
• Manage complex partnership tax matters involving hedge fund and private equity-style structures, including carried interest, incentive allocations, management fee arrangements, special allocations, and fund-level tax considerations.
• Oversee quarterly and annual taxable income projections, partner tax distributions, withholding requirements, and investor-level tax reporting across multiple funds and investment vehicles.
• Provide tax guidance on credit investments, fund structuring, new investment vehicles, and transactions, including the tax implications of distressed debt, restructurings, and other complex credit strategies.
• Serve as the primary tax resource for senior management, investment professionals, finance teams, and investors, addressing questions related to K-1s, allocations, taxable income, and fund-level tax matters.
• Manage external tax advisors and service providers, ensuring the timely and accurate completion of partnership tax returns, investor reporting, tax provisions, and related compliance obligations.
• Oversee tax compliance for the management company and affiliated entities, including applicable corporate, state and local tax filings, while maintaining a primary focus on partnership taxation.
• Develop and enhance the firm’s tax processes, controls, and reporting infrastructure to support an expanding portfolio of funds and increasingly complex investment structures.

Requirements:

• 8 years of partnership tax compliance experience within financial services from public accounting or private sector
• CPA

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