Tax Manager

Deerpath Capital Management; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Deerpath Capital Management, a leading direct lending firm, seeks a tax professional to coordinate annual tax filings, K‑1s, and related federal/state returns. The role minimizes taxes across private credit structures, partnerships, and international tax considerations, while liaising with external advisors.

The position requires 5–7 years of tax experience in private equity or financial services, a Bachelor’s degree in accounting/finance, and strong Excel + tax research skills.

Qualifications

• Bachelor’s degree in accounting or finance or related field is required.
• 5–7 years of relevant tax experience in financial services or private equity.
• Knowledge of international tax filings and private credit fund taxes.
• CPA, MST or CMI preferred.
• Strong Excel and tax research abilities.

Responsibilities

• Coordinate the firm’s annual tax process including federal/state returns and K‑1s.
• Manage external service providers and maintain a tax timetable.
• Stay current on U.S. tax laws affecting private credit, partnerships, and international tax.
• Review and respond to senior management questions on tax structures and filings.
• Collaborate with advisers on FATCA/Global CRS and documentation.

Skills

Tax experience (5–7 yrs)

International tax filings

Credit fund tax issues

CPA/MST/CMI preferred

Excel proficiency

Tax research skills

Analytical mindset

Communication skills

Prioritization & multi-tasking

Education

Bachelor’s degree in accounting / finance or related field

Job description

Looking for applicants in:

• Chicago, Illinois


• Boston, Massachusetts

Company 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


• Excellent tax research skills


• 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

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.