Asset Management Tax Partner

Overview

This organization is seeking an accomplished Tax Partner to join its Asset Management Practice. This leadership role drives the growth and delivery of tax services to asset management clients, including private equity funds, hedge funds, venture capital funds, private credit funds, fund sponsors, management companies, and related investment structures.

The Asset Management Tax Partner serves as a trusted advisor to clients on complex tax matters, leads engagement teams, develops talent, expands market presence, and identifies opportunities to deepen client relationships. The role also helps shape the strategic direction of the Asset Management Tax practice while collaborating across the organization to deliver integrated solutions throughout the investment lifecycle.

Responsibilities

Client Leadership & Technical Excellence

• Serve as lead tax advisor to asset management clients, including private equity, hedge funds, venture capital funds, private credit funds, and other alternative investment vehicles.
• Advise clients on complex partnership taxation matters, fund structuring, tax compliance, tax reporting, and investor-related tax considerations.
• Provide guidance on fund formation, carried interest arrangements, management company structures, blocker corporations, and related entity planning.
• Oversee delivery of high-quality tax compliance and consulting services while managing risk and maintaining technical excellence.
• Collaborate with specialists across state and local tax, international tax, transaction advisory, and other practice areas to deliver comprehensive client solutions.

Business Development & Practice Growth

• Develop and execute growth strategies for the Asset Management Tax practice.
• Expand relationships with existing clients and cultivate new business opportunities within the asset management and alternative investment marketplace.
• Build relationships with fund sponsors, investment managers, attorneys, bankers, and other centers of influence.
• Enhance the organization’s visibility through thought leadership, industry participation, speaking engagements, and published content.

Leadership & Team Development

• Lead, mentor, and develop tax professionals across all levels of the practice.
• Foster a culture of collaboration, technical excellence, innovation, and client service.
• Recruit and retain top talent within the asset management tax practice.
• Provide technical training and coaching to support professional development and succession planning.

Strategic Practice Leadership

• Partner with firm leadership to establish strategic priorities for the Asset Management Tax practice.
• Monitor industry trends, regulatory developments, and emerging tax issues impacting the asset management sector.
• Drive innovation in service delivery, technology utilization, and client experience initiatives.
• Contribute to organization-wide initiatives supporting growth within the financial services industry vertical.

Requirements

• Active CPA or JD/LLM required.
• Bachelor’s degree in Accounting is required.
• 15+ years of experience serving asset management clients within a public accounting, consulting, or professional services environment.
• Deep technical expertise in partnership taxation and alternative investment fund structures.
• Proven success managing complex client relationships and serving as a trusted advisor to senior executives and investment professionals.
• Demonstrated business development and practice growth experience.
• Strong leadership, mentoring, and team development capabilities.
• Excellent communication, presentation, and relationship-building skills.

Compensation & Benefits

• Competitive compensation packages based on performance.
• Annual bonus.
• Medical, dental, and vision care.
• Disability and life insurance.
• Generous Paid Time Off.
• Retirement plans.
• Paid Care Leave.
• Additional programs dedicated to enhancing personal and work life and providing financial protection.

Additional Information

• Flexible work arrangements and a firmwide week off for the 4th of July.
• This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
• Candidates must demonstrate eligibility to work in the United States. Work sponsorship is not provided for this position.
• Equal employment opportunity is provided without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state, or local laws.