Tax Principal

SUMMARY

The Tax Principal role entails working closely with the Tax Executive and Managing Directors, other Tax team colleagues including other Tax Principals, and service providers to manage all tax aspects of the Fund tax business including private equity, co-investments, infrastructure, secondaries, private credit, hedge funds, and real estate.  The Tax Principal may also have exposure to other areas, such as carried interest vehicles, registered funds, and structured products.

As an onsite/hybrid employee, you are expected to be in the office on Tuesdays, Wednesdays, and Thursdays. 

RESPONSIBILITIES           

• Coordinate with others to manage the Global tax compliance process for investment partnerships and accounts managed by the firm including Federal, State, and International tax reporting.
• Lead tax process improvement projects using different tax technology solutions while collaborating with various Departments with a high focus on increasing efficiency and risk management.
• Communicate regularly with Fund Finance and Treasury executives to implement strategies designed to improve the transfer of information between groups, including the tracking, booking, and processing of tax payments and refunds.
• Research tax technical issues and articulate findings in a manner suitable for the audience.
• Work with service providers to stay abreast of legislative and regulatory tax changes and communicate tax developments to management team.
• Review tax deliverables with a focus on accuracy and timeliness.
• Draft client correspondence and participate in communications with clients, as needed.
• Review fund structures of underlying fund investments for domestic and foreign entities and identify tax filing and income reporting requirements.
• Review partnership allocations of income for investment partnerships and issue K-1s to investors.
• Perform related duties as assigned including handling tax notices, updating tax forms, responding to investment tax questionnaires.
• Explore and implement AI-driven tools and automation to enhance tax workflows, improve data accuracy, and increase processing efficiency across tax compliance and reporting

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

• CPA required, BA/BS in Accounting, MST preferred, minimum 3.5 GPA.
• Minimum of 8 years public and/or private tax experience required, preferably a public/private mix.
• Proficient user in Microsoft Excel with the ability to efficiently manage large datasets required.
• Expertise in federal and state returns for domestic and foreign partnerships and corporations.
• Expertise in international tax including experience with PFICs, CFCs, ECI/FDAP/FIRPTA withholding.
• Experience with FATCA/CRS reporting and RICs a plus.
• Experience with Alteryx, Power Automate, or Power BI a plus.
• Strong organizational/project management skills and detail-oriented mindset.
• Excellent communication skills - both written and oral.
• Demonstrated initiative and ability to work in a fast paced, changing environment.
• High degree of integrity.
• Positive attitude and strong work ethic.
• Ability to balance multiple concurrent projects.
• Demonstrated ability to work effectively as part of a team.
• Must be resourceful and capable of developing a network of effective relationships with a variety of service providers and internal professionals across departments.

In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart, and successful colleagues. He or she will enjoy being part of an organization focused on excellence and will be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, he or she will be a strong team player with a proactive approach and the ability to exercise discretion and judgment.