Tax Director

An Investment Management Firm based in New York City is seeking an experienced tax professional to join their team as a Tax Director.

Responsibilities:

• Oversee federal, state, and local tax compliance for partnerships, corporations, and related entities, coordinating with external tax advisors.


• Manage partnership tax reporting, including Schedule K-1s, allocations, and capital account reviews.


• Prepare and review taxable income projections and coordinate tax distribution calculations, funding needs, and payment timing.


• Support tax provision calculations, financial reporting, and responses to tax notices and audits.


• Monitor multistate filing obligations, including nexus, apportionment, composite returns, withholding, and estimated payments.


• Oversee sales and use tax compliance and assess the tax treatment of services, software, and vendor transactions.


• Respond to stakeholder questions regarding tax reporting, allocations, distributions, and filing requirements.


• Prepare tax communications and coordinate the timely delivery of projections, election materials, and other reporting.


• Research tax developments and assess their implications for the business.


• Improve tax processes and controls while maintaining accurate workpapers, documentation, and compliance calendars.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field; CPA required.


• 10–15 years of relevant tax experience.


• Strong knowledge of partnership taxation and flow-through entities, including allocations, capital accounts, and tax distributions.


• Experience preparing taxable income projections and coordinating directly with external tax advisors.


• Strong understanding of federal, state, and local tax compliance and reporting requirements.


• Experience with sales and use tax and other indirect tax matters.


• Strong analytical, organizational, and problem-solving skills, with the ability to manage competing deadlines.


• Excellent communication skills and the ability to explain tax matters clearly to senior management, stakeholders, and external advisors.