Tax Manager

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 is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane. The firm employs approximately 100 employees.

Position Overview

This position will work with the other team members and outside tax firms to facilitate the preparation of investor K-1s for the managed funds, the GP and management company, which are issued to investors by the end of March each year, and Federal and state tax returns by their extended due dates. Develop strategies to minimize taxes and ensure federal, state, and international tax compliance. There will also be numerous other projects requiring attention throughout the year such as quarterly taxable income estimates and payment recommendations and the ongoing tax analysis of investments, exits, and restructures, including tax basis tracking.

Primary Responsibilities

• Coordinate the completion of the firm’s annual tax process which produces the federal and state tax returns and schedule K-1s
• Manage external service providers
• Maintains a year-end tax process timetable
• Maintains current knowledge of the U.S. tax laws specific to private credit, partnership federal, state and international tax; monitor and communicate the effect of proposed and enacted changes of these laws and helps create strategies capitalizing on those changes
• Review, finalize and answer questions posed by senior management and stakeholders on tax structures, tax returns and K-1s
• Work with external advisors to review and maintain documentation, entity classifications, GIINs, and global filing requirements under FATCA and Global CRS
• Process and review estimated quarterly tax payments, extensions, and filings
• Assist the tax director with all aspects of the tax compliance process for the funds, GPs and management company.
• Work closely with the accounting team to oversee and support quarterly and annual tax reporting processes and accruals.

Desired Skills & Experience

• Bachelor’s degree in accounting / finance or related field
• 5–7 years of relevant tax experience in public accounting, private equity, private debt, or a related financial services environment
• Knowledge of international tax filings
• Knowledge of credit funds and their relevant tax issues a plus CPA, MST or CMI preferred
• Advanced proficiency with Excel
• Analytical mindset with excellent organizational skills
• Effective written and verbal communication skills. Team oriented personality
• Ability to prioritize and manage multiple responsibilities

NO RECRUITERS or AGENCIES for this posting. Any unsolicited resumes sent to Deerpath will be considered Deerpath property. Deerpath will NOT pay a fee for any placements resulting from the receipt of any unsolicited resumes.

Deerpath Capital Management, LP is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected characteristics.