Chief Tax Officer

Summary

About the role

Whitecap Search is seeking a highly experienced tax professional to lead and optimize tax strategies for private equity and hedge fund operations. The ideal candidate will have a strong background in tax planning and compliance, particularly within the realm of private equity and hedge funds.

Responsibilities

• Lead tax planning for fund formations, restructurings, and new investment vehicles.
• Advises on deal structuring, acquisitions, dispositions, recapitalizations, and exits.
• Optimizes tax efficiency across domestic and international structures, including blocker entities and co-invest vehicles.
• Supports carried interest, incentive allocation, and compensation-related tax matters.
• Oversees all federal, state, local, and international tax filings for funds, management companies, and related entities.
• Manages investor tax reporting, including K-1s and related disclosures.
• Ensures compliance with evolving tax regulations affecting private equity funds.

Requirements

• 10 years of Private Equity/Hedge Fund Tax experience either from a Big 4 Firm or in-house at a Fund.
• CPA highly preferred.