Tax Director

Harmer; Houston (TX); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Harmer is assisting an established investment management firm in identifying a Director of Tax. The role offers high visibility, ownership of tax matters across funds, and collaboration with senior leadership to support growth.

The candidate will oversee compliance, planning, and structuring for investment vehicles and coordinate with external advisors on complex matters. The ideal candidate has 7–10+ years of progressive tax experience including Big 4, with strong knowledge of partnership

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA required.
• 7-10+ years of progressive tax experience, including Big 4.
• Strong knowledge of partnership taxation and investment fund tax compliance.
• Experience supporting alternative investment funds (private equity, private credit, hedge funds or similar).
• Strong analytical, communication, and relationship-management skills.
• Ability to work independently, manage competing priorities, and collaborate with senior stakeholders.

Responsibilities

• Oversee tax compliance, reporting, and planning activities for investment funds and related entities.
• Manage partnership tax reporting, tax estimates, provisions, and investor-related tax matters.
• Partner with investment, finance, and legal teams to evaluate tax considerations for investments and transactions.
• Support tax structuring and planning for new investments, fund formations, and other initiatives.
• Coordinate with external tax advisors to ensure accurate and timely reporting.
• Research and evaluate complex tax matters, including domestic and international tax considerations.
• Serve as a key resource to internal stakeholders on tax-related questions and initiatives.
• Identify opportunities to strengthen tax processes, controls, and efficiency.

Skills

Partnership tax

Investment fund tax

Analytical skills

Communication

Relationship management

Independent work

Prioritization

Stakeholder management

Tax planning

Team collaboration

Education

Bachelor's degree in Accounting/Finance

CPA required

Job description

Harmer has been engaged by our client, an established investment management firm, to identify a Director of Tax. This is a highly visible opportunity for an experienced tax professional to take ownership of a broad range of tax matters, work closely with senior leadership, and support the continued growth of the organization.

Opportunity Highlights:

• Join a well-established investment management firm with a strong track record and continued growth opportunities.
• Highly visible role with significant exposure to senior leadership and investment professionals.
• Broad responsibilities spanning tax compliance, planning, fund structuring, and investment-related tax matters.
• Opportunity to take ownership of complex tax matters and play an important role in supporting the firm's investment activities.
• Work alongside experienced professionals and external advisors on sophisticated investment structures and transactions.
• Opportunity to enhance tax processes, improve efficiencies, and help shape the tax function as the business continues to evolve.
• Competitive compensation package with excellent benefits offering.

Responsibilities Include:

• Oversee tax compliance, reporting, and planning activities for investment funds and related entities.
• Manage partnership tax reporting, tax estimates, provisions, and investor-related tax matters.
• Partner with investment, finance, and legal teams to evaluate tax considerations related to investment activities and transactions.
• Support tax structuring and planning for new investments, fund formations, and other strategic initiatives.
• Coordinate with external tax advisors and service providers to ensure accurate and timely tax reporting.
• Research and evaluate complex tax matters, including domestic and international tax considerations.
• Serve as a key resource to internal stakeholders on tax-related questions and initiatives.
• Identify opportunities to strengthen tax processes, controls, and overall efficiency.

Education & Experience:

• Bachelor's degree in Accounting, Finance, or a related field. CPA Required.
• 7-10+ years of progressive tax experience including Big 4 experience.
• Strong knowledge of partnership taxation and investment fund tax compliance.
• Experience supporting alternative investment funds, including private equity, private credit, hedge funds, or similar investment structures.
• Strong analytical, communication, and relationship management skills.
• Ability to work independently, manage competing priorities, and collaborate with senior stakeholders.

We are open to candidates outside of Houston who are interested in relocating.