International Tax Manager

Our client, a merchant bank and alternative investment platform with tens of billions in assets under management across private capital, private credit, and real estate strategies, is seeking a Principal, Finance – Tax to serve as the senior tax leader for its Corporate Credit platform. This individual will own the tax function across credit funds, blockers, SPVs, and co-investment vehicles, spanning planning, transaction support, compliance, reporting, and investor-related matters. The role leads and develops a small team while partnering closely with deal professionals, legal, finance, and investor relations, with significant exposure to senior leadership and the firm's credit investment activity. This is a high-impact, technically demanding role for a senior tax leader who combines deep technical expertise with strong commercial judgment. This role is based in New York City or Chicago and requires five days per week in-office.

Job Responsibilities

• Own end-to-end tax outcomes for the Corporate Credit platform, establishing priorities, review standards, and operating procedures for the tax function
• Lead, coach, and develop a team consisting of a Vice President of Tax and two Tax Managers
• Review and approve significant technical tax positions, workpapers, compliance deliverables, and investor reporting
• Manage relationships with external tax advisors and service providers
• Partner with Finance leadership on tax risk, resource planning, controls, and process improvement
• Serve as the primary tax partner to legal and deal teams from initial diligence through closing and post-closing implementation
• Provide tax input on new deals, proposed structures, term sheets, credit documents, entity charts, and transaction steps
• Analyze expected tax character, timing, sourcing, allocation, withholding, filing, and investor consequences of proposed investments, including matters such as TRS/repo arrangements, OID and market discount/premium, character-conversion issues, and cross-border withholding
• Coordinate with internal and external counsel to document tax conclusions and ensure tax considerations are reflected in transaction documents
• Evaluate federal, state, local, and non-U.S. tax considerations for new portfolio structures, exits, blockers, co-investments, and foreign investors
• Analyze state-sourced income, filing obligations, and the impact of portfolio activity on entity and investor reporting
• Recommend tax-efficient structures and operational solutions balancing commercial objectives, investor requirements, and compliance obligations
• Improve and standardize tax processes, workpapers, and tax-event tracking; partner with finance and technology teams on workflow automation and reporting tools
• Develop documentation and training for the tax team and key internal stakeholders

Job Requirements

• Bachelor's degree in accounting, finance, taxation, or a related field required
• 12+ years of progressive tax experience, including meaningful experience in investment management, private credit, private equity, hedge funds, financial services, or public accounting — direct credit fund experience required
• Demonstrated experience leading and developing tax professionals
• Experience managing multiple concurrent workstreams in a deadline-driven environment
• Strong knowledge of partnership taxation, investment structures, financial instruments, withholding, and investor tax reporting
• Demonstrated experience advising on transactions, restructurings, investments, or other business-critical events
• Ability to communicate complex tax issues clearly to lawyers, investment professionals, senior executives, accountants, and investors
• Strong judgment regarding when to act independently versus involve counsel or external advisors
• Excellent organization, attention to detail, and written and verbal communication skills
• CPA and/or Master of Science in Taxation preferred
• Experience with corporate credit, RICs, credit funds, complex investment partnerships, blockers, SPVs, co-investments, or tax-exempt/foreign investors preferred
• Experience with tax accounting, including ASC 740 and FIN 48, a plus
• Strong Excel skills; experience with Power Query, Power BI, Tableau, Alteryx, Anaplan, or DealCloud a plus

The total compensation is up to $400,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.