Job Description

This role will play a pivotal part in managing the day-to-day operations of the tax function and will support senior leadership in the development and rollout of strategic structural initiatives.

Based in New York City, our firm is a global asset manager, and the tax group operates under the direction of the Chief Financial Officer. This team is responsible for managing all aspects of the organization’s tax profile, with a focus on maximizing tax efficiency.

Areas of responsibility span across entity structuring, regulatory compliance, strategic planning, financial reporting for tax, payroll-related tax issues, and various one-off projects.

• Evaluate the tax consequences and implications of business operations that span multiple jurisdictions

• Conduct thorough tax risk assessments related to corporate transactions and restructurings

• Collaborate closely with internal stakeholders and senior leadership to address a wide range of tax-related issues

• Lead efforts to integrate tax functions during mergers, acquisitions, and other strategic initiatives, including new entity structures

• Develop and maintain detailed records supporting tax positions and interpretations of technical guidance

• Liaise with external advisors—including law firms, tax consultants, fund administrators, and other third parties—to support ongoing tax functions

• Supervise and mentor both internal team members and external consultants in executing day-to-day tax processes

• Support audit readiness and interface with taxing authorities to manage and resolve tax audits and related matters

• Provide guidance on global reporting requirements and respond to tax-related inquiries across jurisdictions

• Oversee development of financial models to assess the tax implications of planning strategies or legal/regulatory changes

• Contribute to high-impact projects that span across departments, supporting long-term strategic objectives

QUALIFICATIONS

• Minimum of a Bachelor's degree; enhanced education beyond Bachelors preferred.

• Over 10 years of professional experience, ideally including both public accounting and or public accounting + an in house position at a fund

• Experience with operating partnerships, GAAP standards, SEC regulations, FIN48 highly desirable

• Hands-on approach with a strong willingness to engage in detailed work from analysis through resolution

• High-level proficiency in Microsoft Excel; experience with financial modeling or automating processes is advantageous

• Strong skills in analysis, organization, and both written and verbal communication

• Proven ability to mentor, coach, and develop junior team members

• Demonstrated commitment to excellence, personal accountability, and a strong professional ethic