US Tax Compliance & Reporting

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents. At AlTi, performance excellence is the baseline. We steward families, fiduciaries, and institutions through creation, transition, and evolution, helping clients align ambition with assets, bring structure to complexity, and plan with purpose across generations.

About the role

Reporting to the Head of Global Tax, you will take a lead role in managing the tax compliance and income tax provision processes and assist with corporate and product-related tax planning and advisory initiatives within AlTi’s tax function.

Responsibilities

• Manage the preparation and review of the annual and quarterly income tax provision calculations, tax memo, and relevant SEC financial statement disclosures
• Manage and review AlTi’s international, federal, state, and local tax compliance, including engaging and coordinating with third-party advisors to ensure timely and accurate filings
• Coordinate international, federal, state, and local tax inquiries, including examinations and audits with taxing authorities
• Manage the Tax Receivable Agreement calculations and process
• Review partnership allocations and capital accounts
• Work with Financial Planning and Analysis to forecast tax liabilities, tax payments, tax distributions, and project future capital needs
• Develop processes to create operational efficiencies and mitigate risks in the tax function
• Assist the Head of Global Tax in identifying and executing tax strategies and overall tax planning for the company and relevant products
• Manage the SOX process for all tax-related requirements
• Manage the tracking of the tax budget

Requirements

• Bachelor’s degree in Accounting or related/equivalent experience; CPA license strongly preferred
• 7+ years of tax experience in an in-house role and/or national accounting firm
• Comprehensive knowledge of GAAP accounting principles, especially ASC 740
• Knowledge of corporate and partnership tax technical issues, including 704(b) and 704(c) capital account regulations
• Experience with driving and completing multiple workstreams effectively
• Excellent analytical and complex problem-solving skills
• Strong verbal and written communication skills and the ability to work well with team members in various roles and jurisdictions
• Attention to detail and highly organized
• Highly collaborative and proactive

Preferred Experience

• Experience with SPAC transactions, the Up-C structure, and Tax Receivable Agreements
• Experience working with global financial services tax issues
• Experience with implementing technological and operational solutions to improve tax processes

Pay

Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. The range for this role is $190,000 – $215,000 per year.

Benefits

In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.