Role Overview – Tax Director:
We are seeking a Tax Director to join our client’s team and be responsible for overseeing all tax-related activities within the organization. The Tax Director will ensure that all tax matters are handled promptly and accurately and will eventually build out the tax team. This is a new position open due to the company's growth.
Compensation: $180,000.00 – $220,000.00 + bonus
Location: Essex County, Massachusetts – Onsite
Responsibilities as the Tax Director include:
• Being responsible for all ranges of tax-related issues within the organization, including developing new tax strategies and policies
• Identifying and proactively reviewing all tax opportunities to minimize tax risks and leakage
• Providing firm leaders with tax planning, advice, and guidance with respect to different investment and corporate structures (e.g., 3c-7 funds, '40 Act fund, partnership entities, etc.)
• Acting as a liaison with external tax preparers to manage the collection and distribution of tax information and providing oversight on appropriate tax treatment of investments and taxable income calculations
• Leading and supporting the financial statement audit process with external auditors around tax disclosures and applicable analysis, including ASC 740 analysis, ROCSOP adjustments, taxable income/provision calculations, and assessment of deferred tax assets/liabilities
• Reviewing and assessing tax compliance for specialized situations, including asset diversification and income qualification tests and excise distributions prescribed under Subchapter M
• Reviewing allocations, withholding calculations, and other supporting information necessary to ensure timely production and filing of both federal and state income tax returns and extensions, along with coordinating any payments that are due
• Analyzing and responding to tax notices to ensure compliance with federal and state regulations
• Performing high-level reviews of tax research, tax workpapers/allocations, and tax filings across various tax structures
• Maintaining awareness of the current tax environment as it relates to the latest tax proposals, policies, and industry viewpoints
Requirements for the Tax Director include:
• 10+ years' experience in providing tax planning services or preparing and reviewing client work papers and income tax returns (6+ years' experience with investment management or partnership taxation)
• Tax experience in '40 Act/Private Equity strongly preferred
• Previous Big 4 experience or large CPA firm equivalent
• Bachelor's degree in accounting or finance (Master's Degree in taxation, MBA, and/or CPA is desirable)
• Knowledge of fund accounting and general ledger accounting
• Strong understanding of technical partnership, '40 Act, and corporate accounting and tax rules
• Analytical and problem-solving skills, including the ability to analyze tax issues
• Strong organizational, prioritization, and time management skills, attention to detail, and the ability to conceptualize and execute multiple tasks efficiently
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.