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Coda Search│Staffing

Tax Principal

Coda Search│Staffing, New York, New York, us, 10261

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Base pay range: $200,000.00/yr - $350,000.00/yr

Additional compensation types: Annual Bonus

A $5ob fund with over 500 employees is looking to hire a Tax Principal. Their businesses include Private Equity, Real Estate, infrastructure and credit.

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.

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 the management team.

Review fund structures of underlying fund investments for domestic and foreign entities and identify tax filing and income reporting requirements.

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.

Seniority level Director

Employment type Full-time

Job function Accounting/Auditing and Finance

Industries Financial Services, Investment Management, and Real Estate

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