Tax Director

If you're a tax professional who likes to own the full tax picture, not just a slice of it, this is the kind of role that doesn't open up often.

We're partnering with a well-established, growth-oriented private equity firm seeking a Tax Director to step in as the go-to tax leader for a complex investment platform. This role sits close to senior leadership, offers broad visibility across funds and investments, and is ideal for someone ready to move beyond pure compliance into a more strategic, hands-on seat.

Why This Role Stands Out:

• True "everything tax" ownership across funds, entities, and investors
• Direct partnership with senior finance leadership
• Exposure to domestic, international, and investor-level tax matters
• Opportunity to streamline processes and modernize tax operations
• Ideal next step for a Big 4 CPA moving into private equity

What You'll Be Responsible For:

• Lead all U.S. federal, state, local, and international tax compliance across funds, investment vehicles, holding entities, and the management company
• Coordinate closely with external tax advisors to ensure accurate and timely filings
• Oversee the full cycle of partnership tax reporting, including investor K-1s and related filings
• Manage portfolio company K-1 collection and investor reporting
• Oversee FATCA compliance, FBARs, 1042s, 1099s, and related filings
• Review withholding documentation for non-U.S. investors and ensure proper tax treatment on distributions
• Support non-U.S. tax reporting and foreign investor compliance
• Prepare and review quarterly and annual tax estimates
• Maintain tax basis calculations, allocation schedules, and distribution waterfalls
• Support holding company financial statements from a tax perspective

What We're Looking For:

• Active CPA license
• 5+ years of tax experience, ideally a mix of Big 4 public accounting and private equity and/or investment management
• Strong partnership tax background (pass-through entities required)
• Experience with foreign investors, non-U.S. reporting, and complex fund structures
• Advanced Excel skills and comfort working with large data sets
• Detail-oriented, highly organized, and comfortable working independently
• Strong communication skills and the discretion to operate in a confidential environment
• Curious mindset with an interest in technology, automation, and process improvement

What We Offer:

• Hybrid schedule
• Competitive compensation and benefits - Base Salary is up to $220,000
• Room for Advancement

If you're a Big 4-trained CPA in the South Bay looking to deepen your private equity experience and own the tax function end to end, let's talk.

Confidential inquiries welcome. Reach out to View email address on click.appcast.io to learn more.