Director of Tax

Responsibilities

• Provide expert tax advice to Alternative Asset Firm and Family Office clients
• Oversee preparation of outsourced U.S. federal, state, local, and international tax filings
• Establish policies for tax workpapers, allocations, and tax returns
• Advise on transactional and tax planning opportunities, including aggregate allocations
• Oversee outside service providers for fund returns, management-company returns, and K-1 reporting
• Lead North American payroll tax processes and resolve audits
• Manage domestic and international tax audits and exams
• Advise executive leadership on the business impact of new tax laws and regulations
• Serve as a subject matter expert for limited partners and investors regarding tax reporting

Requirements

• Bachelor's Degree in Accounting, Economics, Finance, Mathematics, or a related field
• CPA designation and/or advanced degree (MST)
• 10+ years of experience as a Director of Tax for an Alternative Asset Firm or Family Office
• 5+ years of experience in tax preparation, fund accounting, or Big 4 accounting/tax
• Deep understanding of Subchapter K, financial products, and aggregate allocations
• Expertise in tax treatment for various investment types and vehicle structures
• Extensive compliance experience with the IRS and foreign tax authorities
• Proficiency in Microsoft Excel and tax software such as ProSystem fx or CCH Access Tax

About the Company

Arootah is a talent solutions firm purpose-built for the alternative investment industry. We advise and execute across the full talent spectrum, including Talent Acquisition, Fractional Leadership, Talent Development, Retention & Compensation, and Transition.