VP, Alternatives Tax

Responsibilities

• Partner with investment, product, and legal teams on tax structuring of new fund launches for private equity and hedge funds
• Support deal tax structuring and execution, providing tax insight on acquisitions, dispositions, and complex investment strategies (securitizations, special situations, structured credit, real estate)
• Contribute to tax modeling and analysis for prospective investors in new product initiatives
• Work with fund counsel and provide tax input on fund documentation, including LPAs, PPMs, and side letters
• Oversee and coordinate with external tax advisors to ensure timely and accurate K-1 delivery and investor reporting
• Respond to investor and internal stakeholder inquiries on tax matters in a clear, practical, and business-oriented manner
• Support tax and compliance oversight, including tax provisions, estimated payments for corporate entities across fund structures
• Coincide with service providers and the fund finance team on withholding tax analysis arising from cash movements across the investment structure, particularly for non-US investors
• Monitor and support compliance with REIT/RIC structures (e.g., BDC structures), including income and asset tests
• Review tax carried interest calculations for carried interest vehicles and support related tax distribution processes
• Identify opportunities to enhance workflows, strengthen controls, mitigate tax risks, and scale the tax operating model as the platform grows
• Identify and drive opportunities to leverage data, automation, and AI to enhance decision-making, operating efficiency, and the adoption of scalable tools and modern capabilities across the business

Qualifications

• Minimum of a bachelor’s degree
• 10-15 years of experience in tax, with a foundation in public accounting and/or a combination of public and in-house experience
• CPA and/or master’s in taxation preferred
• Strong experience with partnership and corporate taxation, including U.S. federal, state, and international tax considerations within large fund structures
• Familiarity with multi-tiered partnership structures, including private equity, hedge funds, and/or real estate, as well as related state tax compliance and withholding requirements
• Experience with structured credit, securitizations, and specialty investments (e.g., asset-backed lending, special situations) is highly desirable
• Proven ability to operate effectively in a high-volume, high pressure and fast paced growing business environment
• Proven ability to translate technical tax concepts into actionable business insights, with the judgment to identify risks and develop practical solutions
• Demonstrated curiosity and interest in understanding the business beyond tax, with a forward-looking, solution-oriented mindset

Pay

$ 175,000.00 - $ 240,000.00

Schedule

N/A

Benefits

N/A