Vice President, Tax

Position Overview

This position supports the day-to-day tax operations of the Company’s Private Credit fund vehicles, coordinating with colleagues covering Private Equity, Infrastructure, and Real Estate strategies. The role is responsible for reviewing the work of external tax vendors and collaborating closely with the Fund Accounting, Legal, Investor Services, and Investment teams. This position reports to the Tax Managing Director, Fund Tax Compliance.

Essential Job Functions

• Manage investment fund tax compliance from start to finish – preparation of federal and state tax returns and tax estimates by external providers and distribution of K-1s to investors.
• Cook up non-U.S. tax returns for investment vehicles, as needed, in coordination with financial reporting and external tax advisors.
• Assist client teams and external tax advisors in responding to tax-related client inquiries.
• Handle preparation and dissemination of IRS withholding forms, including treaty claims, and review of Forms 1042-S received to identify over-withholding.
• Know about informational filings and elections, such as Forms 926, 5471, 5472, 8832, 8621, 8865, and 8886.
• Identify and review U.S. withholding tax requirements related to income allocations to foreign recipients, including FDAP, ECI, and prepare necessary tax filings (Form 1042 and 8804).
• Prepare Forms 1099 and TD F 90-22.1 (FBAR), as necessary.
• Collaborate with the FATCA and CRS compliance team to ensure StepStone Private Credit funds are included in applicable regulatory reporting and filing processes.
• Aid in the creation and dissolution of fund entities, including blocker corporations.
• Help external providers prepare annual tax provisions for blocker corporations.
• Manage notices from federal, state, and foreign taxing authorities.
• Provide training, technical tax assistance, and periodic updates on tax operations to members of Private Credit operations.

Education And/or Work Experience Requirements

• Minimum four-year degree.
• Minimum six years of Big Four/private accounting experience in the tax asset management industry, with a concentration in Private Credit.
• Excellent team player with a strong work ethic.
• Strong project management and time management, able to prioritize, follow through on commitments, and manage multiple workstreams.
• Strong computer skills, including an advanced knowledge of Excel, and a willingness to implement new systems and processes including AI and automation.
• Highest level of organization, with an attention to detail especially in workpapers and tax filings.
• Strong analytical, interpersonal, and communication skills.

Other Attributes

• CPA or JD, a plus.

Skill Set

• Advanced Excel skills.

Benefits

The salary range is $130,000 - $160,000. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Candidates must be at least 18 years old to apply.