Direct message the job poster from J. Katz & Partners, Inc
Jeffrey Katz
President, J. Katz & Partners, Inc.
Senior Vice President of Tax, Finance
Our client, a prestigious asset management firm, is seeking an experienced tax professional to join their firm in a leadership role as VP or Senior VP of Tax. This position will be responsible for managing all tax-related matters for our funds and management companies, including overseeing the K-1 process, liaising with tax preparers and advisors, preparing estimates, and conducting tax analyses. The ideal candidate will deeply understand partnership taxation, have excellent communication skills, and have a proven tax management track record at an investment or public accounting firm.
Job Duties:
● Manage the K-1issuance process for all funds and management companies,
ensuring timely and accurate preparation and distribution
● Manage the issuance of 1099s
● Serve as the primary point of contact for tax preparers and advisors, to
coordinate on K-1 issuances and any tax matters that may arise in the
ordinary course of business
● Oversee the preparation and filing of all necessary tax returns and estimates
and other filings
● Prepare tax expense estimates for our funds
● Conduct detailed tax analyses for our funds to identify opportunities for
optimization
● Manage all tax analyses for funds' underlying investments, coordinating with
the investment team and outside tax advisors to ensure a comprehensive
understanding of tax implications and strategies
● Stay up-to-date on relevant tax laws and regulations, proactively identifying
and addressing any potential impacts on our funds and management
companies
● Manage all tax analyses for funds' underlying investments, coordinating with
the investment team and outside tax advisors to ensure a comprehensive
understanding of tax implications and strategies
● Provide expert guidance and support to senior management and the board
on tax optimization
Qualifications
● Bachelor's degree in Accounting, Finance, or a related field; Master's degree
in Taxation preferred
● CPA certification required
● Minimumof10yearsoftax experience, preferably in an investment
Management firm or at a public accounting firm
● Experience with private credit funds preferred
● Deep expertise in partnership taxation and experience with private equity,
venture capital, or hedge fund structures
● Strong knowledge of tax laws, regulations, and best practices
● Excellent analytical and problem-solving skills
● Exceptional communication and interpersonal abilities, with a talent for
explaining complex tax concepts to non-experts
● Meticulous attention to detail and a commitment to accuracy and timeliness
● Ability to work independently and manage multiple priorities in a fast-paced
environment
● Strong Excel skills
● Highest standards of integrity, professionalism, and discretion
Seniority level
Executive
Employment type
Part-time
Job function
Management
Industries
Venture Capital and Private Equity Principals, Investment Management, and Accounting
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