Investment Tax Attorney

Job Details:

Investment Tax Attorney

A leading investment platform is seeking a tax attorney to support fund investments and related transactions. This role will serve as a key advisor on tax structuring, diligence, and documentation across private fund investments and strategic initiatives.

Key Responsibilities:

• Analyze tax considerations related to prospective fund investments and advise on structuring alternatives.
• Review partnership agreements, subscription documents, and side letters to identify tax risks and negotiate appropriate protections.
• Evaluate sponsor-provided tax materials and perform diligence on investment vehicles to assess potential exposure, including structural inefficiencies and tax leakage.
• Provide practical guidance to investment and legal teams regarding tax implications of proposed transactions.
• Coordinate with external tax advisors and oversee their work in connection with fund reviews and negotiations.
• Partner with internal stakeholders and outside parties throughout the lifecycle of investments and closings.
• Contribute to cross-functional initiatives and special projects as needed.
  
  

Qualifications:

• Active Pennsylvania Bar membership or ability to obtain in-house counsel licensure required.
• Juris Doctor required; advanced tax degree (LLM or Master’s in Taxation) strongly preferred.
• Experience in a law firm or corporate legal department, ideally supporting private funds or alternative investments.
• Demonstrated knowledge of U.S. tax matters affecting investment vehicles; cross-border exposure is a plus.
• Ability to operate independently, manage multiple transactions simultaneously, and communicate effectively with senior professionals and external stakeholders.
  
  

To apply, email resume to bk@libertyjobs.com

Let’s connect on LinkedIn!

linkedin.com/in/boydakelly

Boyd Kelly

www.libertyjobs.com

484-567-2099 | bk@libertyjobs.com

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