Tax Director

Job Description

A leading, nationally scaled investment management firm is seeking a Tax Director to serve as the senior internal tax leader and primary point of contact for external tax advisors.

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The firm has a large, vertically integrated platform with investments across real estate credit, residential and commercial real estate, development, and other alternative investment strategies.

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This is a highly visible opportunity for a tax professional who wants to move beyond traditional compliance and take on a strategic, business-facing role partnering with Investments, Legal, Finance, and executive leadership.

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The Opportunity

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The Tax Director will oversee a largely outsourced tax function, providing internal leadership across tax compliance, planning, transactions, entity structuring, and risk management. This individual will identify tax issues, coordinate external advisors, evaluate recommendations, and ensure tax considerations are incorporated into key business and investment decisions.

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Key Responsibilities

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• Oversee the outsourced tax compliance process, including timelines, deliverables, issue escalation, and coordination with internal stakeholders

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• Provide strategic tax guidance on acquisitions, dispositions, financings, developments, joint ventures, fund formations, and restructurings

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• Identify tax risks and opportunities, evaluate external advisor recommendations, and translate complex tax matters into practical business guidance

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• Manage external tax advisors, including scope, quality, responsiveness, and cost-effectiveness

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• Lead tax planning and forecasting for the corporate entity and its owners, including taxable income, effective tax rate, and cash tax projections

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• Partner with Finance and executive leadership on budgeting, long-term planning, capital allocation, and strategic initiatives

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• Support fund launches, investment vehicles, REITs, joint ventures, and other complex entity structures

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• Oversee tax audits, regulatory matters, significant tax positions, and broader tax governance

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• Serve as the central tax resource across Investments, Legal, Accounting, Finance, Investor Relations, and executive leadership

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Qualifications

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• 15+ years of tax experience across real estate, private equity, asset management, public accounting, law, or a combination

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• CPA required

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• Strong knowledge of partnership taxation, real estate funds, REITs, joint ventures, and investment structures

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• Experience managing external tax advisors and complex transaction processes

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• Strong commercial judgment and project management skills

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• Ability to communicate complex tax matters clearly to senior stakeholders and business leaders

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• Collaborative, strategic mindset with the ability to operate effectively in an advisor-led environment

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Why Consider It?

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This is an opportunity to step into a senior internal tax leadership role with significant exposure to investment activity, transactions, executive leadership, and strategic decision-making. The position is ideal for someone who wants to leverage deep technical tax expertise while having a meaningful impact on the broader business.