Senior Tax Manager, Private Credit & Funds

Deerpath Capital; Chicago (IL); On-site; USD 130,000 - 210,000; Full time

Job summary

Deerpath Capital in Chicago is seeking an experienced tax professional to lead the annual tax compliance for the funds, GP and management company, and to develop strategies to minimize federal, state and international tax liabilities.

You will coordinate with outside tax firms, monitor FATCA/ CRS requirements, review returns and K‑1s, and work closely with the accounting team to ensure accurate quarterly and annual reporting. CPA/MST/CMI preferred.

Qualifications

• Bachelor’s degree in accounting or finance required.
• 5–7 years of tax experience in public accounting, private equity, or related financial services environment.
• Knowledge of international tax filings; CPA, MST or CMI preferred.
• Advanced proficiency with Excel.
• Strong analytical and organizational skills; effective written and verbal communication.

Responsibilities

• Coordinate the completion of the firm’s annual tax process, including federal and state tax returns and Schedule K‑1s.
• Manage external service providers and maintain a year‑end tax process timetable.
• Maintain knowledge of U.S. tax laws related to private credit, partnership tax, FATCA and CRS; monitor changes and advise on strategy.
• Review, finalize and respond to questions on tax structures, returns and K‑1s by senior management and stakeholders.
• Work with external advisors to review documentation, entity classifications, GIINs, and global filings under FATCA/ CRS.
• Process and review estimated quarterly tax payments, extensions, and filings.
• Assist the tax director with all aspects of tax compliance for funds, GPs and management company.
• Collaborate with accounting to support quarterly and annual tax reporting and accruals.

Skills

Tax compliance

Tax planning

Analytical mindset

Excel proficiency

Communication skills

Multi-tasking

Education

Bachelor’s degree in accounting/finance

Tools

Excel

Job description

Deerpath Capital in Chicago is seeking an experienced tax professional to lead the annual tax compliance for the funds, GP and management company, and to develop strategies to minimize federal, state and international tax liabilities.

You will coordinate with outside tax firms, monitor FATCA/ CRS requirements, review returns and K‑1s, and work closely with the accounting team to ensure accurate quarterly and annual reporting. CPA/MST/CMI preferred.