Tax Director

Atlas Search; Houston (TX); Vor Ort; USD 180.000 - 300.000; Vollzeit

Zusammenfassung

Atlas Search seeks a Tax Director to lead the firm's tax strategy across investment funds and management company entities. This hands-on leadership role reports to the CFO and manages domestic and international tax matters, including partnership taxation and cross-border transactions.

You will oversee compliance, planning, reporting, and structuring, coordinate with external advisors, and advise on fund formation, investor tax considerations, and ASC 740 compliance.

Qualifikationen

• Bachelor's degree in Accounting, Finance, or a related field.
• Active CPA license required.
• 10+ years of tax experience in alternative investments, asset management, or similar environment.
• Experience with private investment funds and complex investment structures.
• Strong knowledge of U.S. federal taxation of partnerships and corporations, including investor reporting.

Aufgaben

• Oversee tax compliance and reporting for funds and related entities.
• Coordinate international tax reporting and regulatory filings.
• Manage relationships with external tax advisors and service providers.
• Provide tax guidance on fund formation, structuring, and investor considerations.
• Monitor changes in tax law and assess impact on operations.
• Support due diligence, audits, and regulatory reviews involving tax matters.

Kenntnisse

Tax planning

Cross-border tax

Partnership taxation

Leadership

Stakeholder management

IRS/Regulatory liaison

ASC 740 knowledge

Ausbildung

Bachelor's degree in Accounting/Finance or related field

Active CPA license

Tools

Tax provisioning software

Excel

Jobbeschreibung

The Tax Director will oversee tax compliance, planning, reporting, and structuring for the firm's investment funds and management company entities. Reporting directly to the CFO, this individual will manage domestic and international tax matters related to investment funds, lending transactions, cross-border operations, and the firm's corporate entities.

This is a hands-on leadership role suited to an experienced tax professional with a strong background in alternative investments, partnership taxation, and international tax. The Tax Director will collaborate with senior leadership and cross-functional teams while overseeing external tax advisors and service providers to ensure effective tax planning, accurate reporting, and compliance with applicable regulations.

Key Responsibilities

Fund Tax Compliance and Reporting

• Oversee tax compliance and reporting for private investment funds and related entities, including complex multi-entity fund structures.
• Manage the preparation and review of domestic and international tax filings, investor reporting, withholding requirements, and applicable information returns.
• Oversee investor tax considerations, including effectively connected income (ECI), unrelated business taxable income (UBTI), and applicable withholding obligations.
• Coordinate international tax reporting requirements and compliance with applicable information-sharing and regulatory frameworks.
• Manage tax estimates, distributions, withholding calculations, and fund-level tax provisions.
• Coordinate tax-related audit requests and respond to inquiries from tax authorities.

Management Company Tax

• Oversee tax compliance, planning, and reporting for management company entities operating across multiple domestic and international jurisdictions.
• Manage corporate income tax filings, estimated payments, and income tax provisions in accordance with ASC 740.
• Monitor transfer pricing policies, intercompany arrangements, cross-border payments, and potential permanent establishment exposure.
• Advise on the tax treatment of management fees, performance-based compensation, carried interest, and employee equity and deferred compensation arrangements.
• Ensure compliance with applicable federal, state, local, and international tax requirements, including indirect tax obligations where relevant.

Fund Structuring and Transaction Advisory

• Provide tax guidance on the formation and structuring of new investment funds, entities, co-investments, and separately managed accounts.
• Evaluate tax considerations for different investor types and investment structures, including U.S. taxable, tax-exempt, and non-U.S. investors.
• Analyze the tax implications of financing arrangements and investor-related lending facilities.
• Advise on the tax treatment of debt investments and lending transactions, including original issue discount, loan modifications, restructurings, workouts, and foreclosures.
• Assess cross-border withholding tax exposure, treaty considerations, and other international tax implications associated with investment activities.
• Partner with legal counsel on fund documentation, investor agreements, and offering materials to ensure appropriate tax structuring.

Leadership and Stakeholder Management

• Manage relationships with external tax advisors, fund administrators, and local service providers.
• Maintain tax calendars, compliance trackers, and internal controls to support timely and accurate reporting.
• Communicate tax positions, planning opportunities, and potential risks to senior management and relevant stakeholders.
• Monitor changes in domestic and international tax legislation and assess their potential impact on the firm's investment activities and operating structure.
• Identify opportunities to improve tax processes, documentation, reporting, and internal controls.
• Support investor due diligence, financial statement audits, and regulatory reviews involving tax matters.

Qualifications and Experience

Required

• Bachelor's degree in Accounting, Finance, or a related field.
• Active CPA license required.
• 10+ years of tax experience in alternative investments, asset management, public accounting, or a comparable financial services environment.
• Significant experience with private investment funds and complex investment structures.
• Strong knowledge of U.S. federal taxation of partnerships and corporations, including investor tax reporting, withholding, ECI, and UBTI.
• Working knowledge of international tax principles, cross-border investment structures, and withholding tax requirements.
• Experience with the tax treatment of debt investments, lending transactions, and related financing arrangements.
• Familiarity with tax compliance and planning for management companies operating across multiple jurisdictions.
• Demonstrated ability to manage external advisors, oversee complex tax matters, and meet multiple deadlines.