Director, Tax

📋 Description

• Communicate tax risks and alternatives clearly and effectively to investments, portfolio oversight
• Develop processes with fund administrators to ensure partner and tax allocation information for
• Ensure W-8 forms received from investors are adequately reviewed and claims for treaty benefits are
• Ensure tax allocations associated with carried interest/promote paid by assigned funds are as tax
• Advise fund accounting to ensure fund level and investment level tax structures are executed
• Manage internal accounting teams, fund administrators and external tax preparers to ensure timely

🎯 Requirements

• Bachelor’s degree in accounting, finance or related field.
• 8+ years’ previous tax accounting experience at a public accounting firm (Big 4 firm with strong
• Extensive partnership experience in large open end real estate equity and/or credit funds.
• Extensive experience with equity and mortgage REIT qualification issues and quarterly/annual REIT
• Private equity real estate tax experience required including experience with U.S. tax issues and
• Experience with state non-resident withholding preferred.

🎁 Benefits

• A variety of Medical, dental, and vision benefit plans
• Health Savings Account with a generous employer contribution
• Company paid life and disability insurance
• 401(k) savings plan, with company match
• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and
• Up to 16 hours of volunteer time off