Tax Operations, Team Lead

Lead Global Tax Operations for a Fast-Growing Alternative Investment Firm

Senior Associate | Tax Operations Team Lead

Dallas (Hybrid – 3 days in office)

$80,000–$120,000 Bonus Outstanding Benefits

Are you the person everyone turns to when tax reporting gets complicated?

Do you enjoy leading teams, solving operational challenges, and improving processes, not just processing forms?

This is an opportunity to step into a high-impact leadership role with one of the world's most respected alternative investment managers. You'll lead a global tax operations team supporting sophisticated institutional investors while helping shape the future of a rapidly growing business. This isn't a traditional tax compliance position. It's equal parts leadership, operations, client service, and process improvement.

Why You'll Want This Opportunity

• Lead without leaving the technical work behind. You'll manage an offshore team while remaining involved in complex tax reporting and operational initiatives
• Influence process improvement. The organization is investing heavily in automation, technology, and AI to build scalable operations.
• Career growth is intentional. Employees are encouraged to grow internally, with extensive learning programs, mentorship, and clear advancement opportunities.
• Excellent work-life balance. Hybrid schedule, exceptional PTO, premium health benefits, generous retirement contributions, wellness programs, and numerous employee perks
• Join an industry leader. You'll work alongside some of the brightest professionals in alternative investments supporting sophisticated global investors.

What You'll Be Doing

• Lead and develop an offshore Tax Operations team responsible for day-to-day execution
• Manage workload distribution, quality control, escalations, and service levels
• Oversee investor onboarding and ongoing tax documentation
• Review and validate U.S. and international tax forms
• Support U.S. and international tax reporting requirements
• Partner with Operations, Technology, Legal, and Tax teams to improve processes
• Drive automation initiatives and operational efficiencies
• Ensure compliance across multiple global tax reporting regimes
• Serve as the primary escalation point for complex tax operations matters
• Mentor team members while fostering a collaborative, high-performing culture

What We're Looking For

• 5 years of tax operations or investor tax reporting experience
• Previous people management experience
• Strong knowledge of: Tax form validation (W-9, W-8)FATCA CRSK-1s1099s 1042-SForm 8966
• Experience supporting both U.S. and international investors
• Excellent communication and leadership skills

Preferred

• Experience within banking, alternative investments, asset management, or public accounting
• Exposure to Cayman Islands and Luxembourg tax regimes
• Power BI experience
• Experience leveraging automation or AI tools to improve processes

You'll Thrive Here If You...

• Enjoy leading people while remaining hands-on
• Like solving operational challenges
• Want exposure to sophisticated investment products and global investors
• Prefer continuous improvement over maintaining the status quo
• Want to build a long-term career with an organization known for promoting from within

If you're looking for a leadership opportunity where your technical expertise, operational mindset, and ability to develop people will make a visible impact, this is one worth

exploring.