VP of Tax, Private Credit
Oliver James · Chicago, IL · 3 wk ago
FinanceFull-time
My client, a top Private Credit firm is looking for a VP of Tax to join there expanding team. this role would operate on a hybrid basis in downtown Chicago, offers competitive compensation, comprehensive health, PTO and retirement benefits. Key Responsibilities Advise on the tax structuring of private credit investments, including senior and mezzanine loans, preferred equity, structured credit, and distressed or special situationsProvide tax support for REIT entities, including qualification testing (asset, income, and distribution requirements), TRS structuring, and prohibited transaction analysisReview and negotiate tax provisions in credit agreements, LPAs, and other transaction documentsEvaluate tax implications of loan modifications, workouts, foreclosures, and restructurings (including COD income, significant modification rules, and OID)Oversee tax compliance and reporting for funds and REITs, including Forms 1065, 1120-REIT, K-1s, 1099s, and state filingsManage relationships with outside counsel and accounting firmsPartner with investment, legal, finance, and investor relations teams on new fund formations, feeder structures, and blocker analysisAddress investor tax matters, including UBTI/ECI, FIRPTA, withholding, and foreign investor considerationsMonitor legislative and regulatory developments and communicate their impact to stakeholdersMentor junior team members and contribute to process improvements Qualifications Required8-12 years of relevant tax experience in public accounting (Big 4 or national firm), law firm, or an asset management/financial services in-house tax groupSubstantial hands-on experience with REITs, including qualification requirements, taxable REIT subsidiaries, dividend and distribution planning, and E&PStrong working knowledge of partnership taxation and debt instrument taxationPrior exposure to private credit, direct lending, real estate debt, or structured financeCPA and/or JD/LLM in Taxation strongly preferredExcellent technical research, analytical, and drafting skillsAbility to communicate complex tax concepts clearly to non-tax professionalsFor more information, please apply or reach out to emma.bradley@oliverjames.com directly.