Global Tax Compliance AVP

Vaco Recruiter Services; New York (NY); Hybrid; USD 130,000 - 200,000; Full time

Job summary

Vaco Recruiter Services is seeking a Global Tax Vice President for our client, a leading global investment firm, to support domestic and international tax compliance across multi-asset funds. The role involves complex fund structures, cross-functional collaboration with finance, fund accounting, and external advisors.

The candidate will review tax returns, coordinate with third-party administrators, and address investor tax considerations while supporting fund launches and tax planning

Qualifications

• Bachelor's degree in Accounting, Finance, or a related business discipline.
• Minimum 5 years of Big 4 tax experience within the asset management industry.
• Experience with investment partnership taxation strongly preferred.
• CPA designation and/or advanced degree preferred.
• Strong understanding of partnership taxation, fund structures, and investment-related tax matters.
• Exceptional analytical and problem-solving skills with the ability to interpret complex financial and tax data.
• Demonstrated ability to prepare accurate tax allocations and maintain thorough supporting documentation.
• Excellent written and verbal communication skills.

Responsibilities

• Review entity-level book-to-tax calculations, tax returns, tax allocations, and Schedule K-1s for investment and feeder funds.
• Coordinate with third-party fund administrators, accountants, financial reporting teams, and external tax advisors.
• Analyze investment acquisitions and dispositions to identify tax implications and planning opportunities.
• Support new fund and product launches by assisting with fund structuring and tax considerations.
• Review trading activity and securities reports for tax adjustments (wash sales, constructive sales, straddles).
• Respond to tax authority notices and inquiries and assist with tax audits across jurisdictions.
• Research and analyze complex domestic and international tax reporting issues.
• Provide tax compliance support for additional investment products including retail and co-investment vehicles.
• Respond to investor and limited partner tax inquiries and due diligence requests.
• Partner with finance and internal teams on tax-related projects and process improvements.

Skills

Big 4 tax experience

Partnership taxation

Analytical skills

Problem-solving

Written communication

Verbal communication

Detail-oriented

Multi-priority management

Education

Bachelor's degree in Accounting or Finance

CPA designation or advanced degree preferred

Job description

Global Tax Compliance AVP

Location: Hybrid, 4 days onsite NYC

Salary: $130,000-200,000 base

About the Opportunity

A leading global alternative investment firm is seeking a Global Tax Assistant Vice President to support domestic and international tax compliance, reporting, and investment-related tax matters across a diversified portfolio of multi-asset investment funds. This role offers exposure to complex fund structures, investment transactions, fund launches, and cross-functional collaboration with finance, fund accounting, and external tax advisors.

Key Responsibilities

• Review entity-level book-to-tax calculations, tax returns, tax allocations, and Schedule K-1s for investment and feeder funds, including partnerships, corporations, and mutual funds.


• Coordinate with third-party fund administrators, accountants, financial reporting teams, and external tax advisors to ensure accurate tax reporting and accounting treatment of transactions.


• Analyze investment acquisitions and dispositions to identify potential tax implications and planning opportunities.


• Support new fund and product launches by assisting with fund structuring, modeling tax leakage, and addressing investor tax considerations.


• Review trading activity and securities reports for tax adjustments, including wash sales, constructive sales, and straddle positions.


• Respond to tax authority notices and inquiries and assist with tax audits across multiple jurisdictions.


• Research and analyze complex domestic and international tax reporting issues.


• Provide tax compliance support for additional investment products, including retail and co-investment vehicles.


• Respond to investor and limited partner tax inquiries, due diligence requests, and investment performance-related tax questions.


• Partner with finance and other internal teams on tax-related projects and operational initiatives.


• Identify process improvements, operational efficiencies, and areas of potential tax risk.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related business discipline.


• Minimum 5 years of Big 4 tax experience within the asset management industry.


• Experience with investment partnership taxation strongly preferred.


• CPA designation and/or advanced degree preferred.


• Strong understanding of partnership taxation, fund structures, and investment-related tax matters.


• Exceptional analytical and problem-solving skills with the ability to interpret complex financial and tax data.


• Demonstrated ability to prepare accurate tax allocations and maintain thorough supporting documentation.


• Excellent written and verbal communication skills.


• Highly organized, detail-oriented, and proactive.


• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.


• Collaborative team player with a strong work ethic, professionalism, and commitment to continuous learning.