Tax Director, Private Equity

Overview

This role involves leveraging deep experience in the Alternative Investment Services industry, focusing on Private Equity, Venture Capital, and Hedge Funds. The position requires strong knowledge of Subchapter K rules and involves leading technical reviews of tax returns for various entity types, including Individuals, Partnerships, S-Corporations, and C-Corporations.

Responsibilities

• Lead and oversee technical review of tax returns ensuring compliance and strategic alignment.
• Identify and drive tax planning opportunities throughout the year, developing tailored strategies aligned with client business goals.
• Lead growth initiatives by identifying new business opportunities, expanding service offerings, and participating in marketing and networking efforts within the alternative investments market.
• Develop new service delivery channels and capabilities to meet evolving market demands.
• Partner with leadership to define and implement strategic objectives, budgets, and long-term goals for the practice.
• Represent the organization as a recognized authority in Alternative Investment tax by publishing thought leadership content and speaking at industry conferences.
• Provide high-level consultation on complex business and individual tax transactions, assessing tax implications and advising on optimal structures.
• Oversee IRS audits, notices, and inquiries, managing responses to ensure timely resolution and minimize client risk.
• Lead and manage large-scale engagements, ensuring profitability, efficiency, and sustainability of client relationships.
• Mentor and develop senior staff, coaching them on client engagements and career progression.
• Foster a collaborative and high-performance team culture that drives client satisfaction and internal growth.

Requirements

• Bachelor’s Degree in Accounting, Tax, Finance, or related discipline.
• Qualified to practice before the IRS (e.g., JD, CPA, or EA).
• Minimum of 8 years of experience in public accounting in taxation or equivalent experience.
• Minimum of 4 years in a managerial role involving clients and team members.
• Extensive experience with a wide variety of entity types, with a strong preference for partnerships.
• Demonstrated ability to manage high-level tax planning and compliance for diverse clients.

Preferred Qualifications

• Master’s Degree in Accounting or Taxation.
• Subject matter expert in a specific area of taxation.

Compensation & Benefits

• Medical, dental, and vision insurance.
• Generous paid time off (PTO) plan and paid sick time.
• Flexible work arrangements.
• 401(k) plan with profit sharing.
• Wellness program.
• Generous parental leave.
• 11 paid holidays.

Location

Positions may be based in locations including San Francisco and Los Angeles, with compliance to local fair chance hiring ordinances regarding applicants with criminal histories.