Director, Tax

Jobtailor; Bellevue (WA); On-site; USD 180,000 - 250,000; Full time

Job summary

Cercano in Bellevue, WA seeks a Senior Tax professional to lead investment-focused tax structuring and compliance for private markets, including private equity, private credit, and venture capital vehicles.

You will supervise federal, state, and international tax matters, advise on acquisitions and liquidity events, interact with Legal, manage tax risk, and mentor junior staff while driving process improvements and external advisor relationships.

Qualifications

• Requires CPA and an advanced degree in taxation.
• 8+ years of relevant industry experience in tax for investment funds, including domestic and international matters.
• Deep technical knowledge of tax issues related to private equity, venture capital, private credit, and fund of funds investments.

Responsibilities

• Support the Managing Director, Tax in delivering investment-focused tax leadership across Cercano's platform.
• Review and structure investment transactions across private equity, private credit, venture capital, and family/foundation structures.
• Implement structuring for US taxable, US tax-exempt, and foreign investors to mitigate negative tax implications.
• Partner with Legal on review and negotiation of fund and investment documents.
• Prepare and maintain written tax analyses, transaction memoranda, and internal tax guidance.
• Identify tax risks, structuring opportunities, elections, and compliance considerations at the transaction stage.
• Oversee federal, state, and international tax compliance across all funds, including estimates, tax-return review, and tax distributions.
• Assist with tax planning and forecasting of clients' taxable income positions.
• Communicate relevant tax developments to the Investment team, Managing Director of Tax, and company.
• Assist with defense of tax positions, tax audits, and responses to federal, foreign, state, and local tax authorities.
• Provide client service through communication on estimated taxable income, annual tax reporting information, and relevant tax developments.
• Advise the Investment team on tax considerations related to acquisitions, restructurings, dispositions, and liquidity events.
• Monitor and interpret tax law developments and translate them into practical guidance.
• Support structuring and review of complex partnership allocations, American and European waterfalls, and carried interest arrangements.
• Partner with portfolio managers and external advisors on tax planning for families, foundations, and related entities.
• Lead significant tax projects and workstreams independently while updating and recommending actions to the Managing Director, Tax.
• Enhance tax processes, controls, documentation standards, and technology solutions.
• Support oversight of external tax advisors, service providers, and taxing authorities.

Skills

Tax Structuring

Investment Transaction Analysis

Tax Compliance Oversight

Tax Law Interpretation

Tax Reporting

Partnership Allocations

Carried Interest Arrangements

Tax Audits Defense

Education

CPA

Advanced Degree in Taxation

Job description

• Support the Managing Director, Tax in delivering investment-focused tax leadership across Cercano's platform


• Review and structure investment transactions across private equity, private credit, venture capital, and family/foundation structures


• Implement structuring for US taxable, US tax-exempt, and foreign investors to mitigate negative tax implications


• Partner with Legal on review and negotiation of fund and investment documents


• Prepare and maintain written tax analyses, transaction memoranda, and internal tax guidance


• Identify tax risks, structuring opportunities, elections, and compliance considerations at the transaction stage


• Oversee federal, state, and international tax compliance across all funds, including estimates, tax-return review, and tax distributions


• Assist with tax planning and forecasting of clients' taxable income positions


• Communicate relevant tax developments to the Investment team, Managing Director of Tax, and company


• Assist with defense of tax positions, tax audits, and responses to federal, foreign, state, and local tax authorities


• Provide client service through communication on estimated taxable income, annual tax reporting information, and relevant tax developments


• Advise the Investment team on tax considerations related to acquisitions, restructurings, dispositions, and liquidity events


• Monitor and interpret tax law developments and translate them into practical guidance


• Support structuring and review of complex partnership allocations, American and European waterfalls, and carried interest arrangements


• Partner with portfolio managers and external advisors on tax planning for families, foundations, and related entities


• Lead significant tax projects and workstreams independently while updating and recommending actions to the Managing Director, Tax


• Enhance tax processes, controls, documentation standards, and technology solutions


• Support oversight of external tax advisors, service providers, and taxing authorities

Requirements

• Excellent organizational, writing, and interpersonal skills


• Ability to independently evaluate, document, and support tax positions for complex investment transactions involving domestic, foreign, and tax-exempt investors


• Exposure to US and foreign investments and structuring options to minimize tax implications


• Deep technical knowledge of tax issues related to venture capital, private equity, private credit, and fund of funds investments, including domestic and international matters


• Highly organized and detail oriented; able to work collaboratively and independently


• Strong communication skills and ability to simplify complex tax concepts


• Ability to establish effective working relationships with operational groups and external stakeholders


• Ability to work with confidential data, maintain discretion, and demonstrate trustworthiness


• Experience with ultra-high-net-worth family offices and private foundations preferred


• B.A. or B.S. in Accounting, Finance, or equivalent from an accredited institution


• Advanced degree in taxation or related field preferred


• Minimum of 8 years of relevant industry experience in tax; public accounting preferred


• CPA required

Core Competencies

Demonstrates expertise in tax structuring and compliance for investment transactions, with a strong focus on private equity, venture capital, and tax-exempt investors. Capable of leading tax projects and providing strategic guidance while maintaining effective communication with stakeholders.

Highest-signal resume keywords

• Tax Structuring


• Investment Transaction Analysis


• Tax Compliance Oversight


• CPA Certification


• Tax Planning and Forecasting

ATS Optimization Keywords

Hard Skills

• Tax Analysis


• Investment Structuring


• Tax Compliance


• Tax Risk Identification


• Transaction Memoranda Preparation


• Tax Law Interpretation


• Partnership Allocations


• Carried Interest Arrangements


• Tax Audits Defense


• Tax Reporting

Soft Skills

• Organizational Skills


• Interpersonal Skills


• Communication Skills


• Detail Oriented


• Collaborative Work

Certifications & Qualifications

• CPA


• Advanced Degree in Taxation

Industry Keywords

• Private Equity


• Venture Capital


• Private Credit


• Family Offices


• Tax-Exempt Investors


• Fund of Funds


• Taxable Income Positions


• Tax Developments


• Ultra-High-Net-Worth


• Investment Documents