Job Title: Director of Tax
Position Overview
The Director of Tax serves as the senior tax leader within the finance organization and reports directly to the Chief Financial Officer. This role is responsible for developing and executing a comprehensive tax strategy across investment vehicles, operating entities, trusts, and individual stakeholders.
This is a highly strategic position focused on maximizing after-tax outcomes, mitigating risk, and embedding tax intelligence into capital allocation and long-term planning decisions across a complex, multi-entity portfolio. The Director partners closely with Finance, Investments, Legal, and executive leadership to ensure tax considerations are fully integrated into structuring, underwriting, liquidity planning, and generational wealth strategy.
Core Responsibilities
1. Strategic Tax Structuring
- Design and implement tax-efficient structures across private equity, venture capital, private credit, real estate, and direct investments
- Architect entity structures (LLCs, partnerships, corporations, trusts, foundations, management companies) to optimize long-term outcomes
- Advise on structuring new investments, co-investments, exits, recapitalizations, and cross-border transactions
- Evaluate risk-adjusted tax strategies and clearly articulate trade-offs to leadership
- Maintain expertise in evolving federal, state, and international tax legislation
2. Investment & Portfolio Integration
- Provide tax advisory support to investment and capital allocation decisions
- Integrate tax analysis into underwriting models and portfolio planning
- Analyze tax implications of acquisitions, dispositions, refinancings, and fund commitments
- Assess UBTI, ECI, state nexus exposure, and international structuring considerations
- Support due diligence efforts and contribute to investment committee materials
3. Compliance & Governance
- Oversee preparation and timely filing of federal, state, and local tax returns across entities and individuals
- Manage relationships with external tax advisors to ensure quality, efficiency, and cost discipline
- Establish internal controls, documentation standards, and scalable tax processes
- Coordinate tax audits and regulatory inquiries
- Oversee tax accounting and reporting under applicable accounting standards
4. Individual & Long-Term Planning
- Partner with estate planning counsel on wealth transfer structures
- Design and implement strategies to optimize after-tax outcomes for individual stakeholders
- Support charitable structuring, foundations, and philanthropic vehicles
- Align tax planning with long-term governance and generational objectives
5. Leadership & Reporting
- Provide executive-level reporting on tax exposures, deferred liabilities, and risk areas
- Conduct complex tax research to support strategic decision-making
- Serve as a trusted advisor to the CFO and executive leadership on all tax matters
- Develop scalable tax policies and frameworks to support organizational growth
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field required
- CPA required; Master of Science in Taxation (MST) preferred
- 10+ years of progressive tax experience
- Experience in Big 4 or leading public accounting firm and/or private equity, venture capital, alternative investments, or family office environment
- Deep expertise in partnership taxation, pass-through structures, and fund mechanics
- Experience structuring complex, multi-entity portfolios; international exposure preferred
- Strong analytical, research, and financial modeling capabilities
- Demonstrated ability to operate independently in a high-trust, high-discretion environment
Personal Attributes
- Strategic thinker with strong commercial and business judgment
- High ownership mentality with a collaborative leadership style
- Comfortable operating in ambiguity and complex structures
- Clear communicator able to translate technical tax matters into practical business guidance
- Strong integrity and professional discretion