Tax Director

Job Description

Job Description

A $5 billion private equity firm based in New York is seeking a Tax Director to establish and lead its in-house tax function. This newly created role represents a unique opportunity to join an established yet growing investment platform as its first dedicated tax professional. The position offers direct visibility with firm leadership and the ability to shape tax strategy, process, and execution across the organization.

Responsibilities

Oversee all aspects of tax planning, compliance, and reporting for the firm's funds, management company, and GP entities

Coordinate annual and quarterly tax compliance with external advisors, including review of partnership returns, K-1s, and investor tax reporting

Advise investment and finance teams on tax implications related to transactions, fund structuring, and cross-border investments

Develop and maintain internal tax processes and controls to improve efficiency and accuracy

Partner with investor relations on investor-specific tax inquiries and reporting

Monitor regulatory developments and advise on the impact of new tax legislation

Manage relationships with external tax advisors and service providers

Provide tax support for ad hoc projects and strategic initiatives across the platform

Requirements

Bachelor's degree in Accounting, Finance, or related field; CPA and / or Master's in Taxation strongly preferred

6–10 years of experience in public accounting and / or private equity or asset management tax roles

Strong technical knowledge of partnership taxation, fund structures, and carried interest

Demonstrated ability to lead and manage complex projects with multiple stakeholders

Excellent communication and analytical skills, with a proactive and solutions-oriented approach

Comfortable operating autonomously as the firm's first in-house tax professional

Compensation and Benefits

Competitive base salary and performance-based bonus

Comprehensive benefits, including fully covered medical, dental, and vision insurance

Hybrid work schedule and supportive, collaborative culture

Direct exposure to senior leadership and the opportunity to build a foundational function within a leading private equity platform

This is an exclusive opportunity for an experienced tax professional to establish and lead the tax function at a sophisticated, growing investment firm. Qualified candidates are encouraged to apply in confidence.