VP Tax
Location: New York City
Job Type: Onsite
Salary: $150-175k Base + Bonus, ($200-275k total)
Client/Job Summary:
Our client is a global investment firm looking for a VP of Tax to oversee the full tax process for the firm's management company, investment funds, and SPVs. This role offers autonomy and the opportunity to build out a function and work independently.
The ideal candidate has experience with private credit or lending strategies and navigating complex fund structures, carried interest, GP/management company tax issues, investor reporting, K-1s, international tax matters, and tax structuring for new investments and funds. This is a highly visible role with significant ownership and the opportunity to help shape the firm's tax strategy and infrastructure as it grows.
Key Responsibilities:
- Own the firm's global tax function across the management company, funds, and SPVs.
- Manage all tax compliance, filings, and reporting, including:
- Partnership and corporate tax returns (1065s, 1120s, etc.)
- K-1s and investor tax reporting
- FATCA/CRS reporting
- Tax elections, FBAR filings, estimated tax payments, and other specialized filings
- Oversee external tax advisors and fund administrators.
- Support tax accruals and financial statement disclosures.
- Partner with internal teams on transactions, fund launches, and investment structuring.
- Conduct tax planning, modeling, and structuring for both onshore and offshore entities.
- Improve processes, controls, and technology within the tax function as the platform continues to scale.
Key Qualifications:
- 5+ years of progressive tax experience, ideally with a CPA.
- Private funds experience in private credit, direct lending, or loan-focused strategies.
- Exposure to the unique tax considerations surrounding loan origination, credit products, ECI, fund structuring, and closed-end fund vehicles.
- Someone who can roll up their sleeves, operate independently, and provide thoughtful input on tax strategy, deal structuring, and complex tax issues.
- Experience with cross-border structures, offshore entities, and international tax matters is highly valued.
