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Job Detail Experience Level Director Degree Type Bachelor of Arts (BA) Employment Full Time Working Type On SiteJob Reference 0000020861 Salary Type Annually Industry Investment Management Selling Points Lead impactful tax strategies at a global investment firm. Collaborate cross-functionally to drive efficiency and compliance. Enhance processes and leverage technology for scalable growth.
Job Description
Vice President, Tax Overview: The Vice President, Tax will lead the firm's global tax function, ensuring compliance and accuracy across all tax processes. Collaborate with external advisors and internal teams to streamline workflows and enhance operational efficiency. Oversee tax filings and workpaper preparation for U.S. and international partnerships and corporations. Drive continuous improvement by identifying opportunities to strengthen controls and leverage technology. Support transaction execution and alignment across accounting, legal, and investor relations teams. Ensure compliance with global reporting requirements, including FATCA/CRS and other specialized filings. Research technical tax positions and stay updated on tax developments impacting private funds and investment structures. Contribute to scalable growth by enhancing tax processes and maintaining high standards of professionalism. Vice President, Tax Key Responsibilities & DutiesManage the firm's global tax function, overseeing processes for management company, funds, and SPVs. Coordinate U.S. and international tax compliance requirements, including federal, state, local, and foreign filings. Supervise external tax advisors and fund administrators to ensure accurate preparation of tax returns and reports. Review and prepare specialized filings such as tax elections, FBAR, and entity formation documentation. Oversee tax accruals and support financial statement preparation, ensuring accurate disclosures. Conduct tax structuring, planning, and modeling for investment structures and financial instruments. Enhance tax processes by leveraging technology and identifying opportunities for improvement. Maintain technical expertise and research tax positions to support special projects.
Vice President, Tax Job Requirements: Bachelor's degree in a related field is required; CPA designation strongly preferred.7-10 years of progressive tax experience, preferably with private credit and investment structures. Advanced proficiency in Excel and Microsoft Office Suite is essential. Strong analytical, organizational, and communication skills with a commitment to accuracy. Ability to manage multiple priorities and meet critical deadlines in a fast-paced environment. Experience with ECI tax considerations, loan origination, and Season-and-Sell structures is a plus. Demonstrated intellectual curiosity and problem-solving abilities. Athlete mindset: highly driven, resilient, and goal-oriented with a focus on continuous improvement.

Also on the board Same function, level within a rung

Level

Manager

Location

New York, NY

Occupation

Tax Preparers

Industry

Offices of Certified Public Accountants

Posted

today

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