Vice President, Tax - Private Wealth
Confidential
Vice President, Tax - Private Wealth
About the Company
Globally-recognized private markets investment firm
Industry
Financial Services
Type
Public Company
Founded
2007
Employees
1001-5000
Categories
- Financial Services
- Consulting & Professional Services
- Investment Management
- Banking
- Finance
- FinTech
- Venture Capital
Specialties
- fund investments
- secondary investments
- co-investments
- monitoring & reporting
- private equity
- private debt
- real estate
- real assets
- research
- advisory services
- asset management
- infrastructure
- investments
- private markets
- and technology
- technology
- and venture capital
Business Classifications
- B2B
- Marketplace
About the Role
The Company is in search of a VP or Tax Manager to join their Tax team, with a specific focus on Alternative RIC (Regulated Investment Company) reporting and compliance. This hands-on role is pivotal within a new and expanding fund structure, offering a unique opportunity for a candidate to gain extensive experience in alternative fund taxation and contribute to the development of the tax function. The successful candidate will be responsible for end-to-end RIC tax reporting and compliance, coordinating with external advisors, and managing a range of tax obligations, including international filings. Essential job functions also include partnership tax basis tracking, tax provisions, and research on RIC rules and emerging tax guidance. Candidates for this role at the company should have a Bachelor’s degree in accounting, finance, or taxation, with a CPA or MST being highly desirable. A minimum of 8 to 12 years' of progressive tax experience in asset management, mutual funds, or alternative investments is required, with a strong background in RIC taxation and Subchapter M compliance. The role demands exceptional organizational skills, the ability to manage multiple deadlines, and a proactive, process-oriented mindset. Experience with international tax filings and a working knowledge of partnership taxation, including the application of Schedule K-1 information, are essential. The ideal candidate will have a background in Big 4 public accounting and be adept at collaborating cross-functionally with various teams.
Hiring Manager Title
Managing Director
Functions
- Finance
- ...Vice President, Privacy About the Company Expanding investment management... ...Management Type Privately Held, Private Equity-backed... ...Services Specialties holistic wealth management financial... ...asset protection estate tax and legacy planning and retirement...PrivateTaxWork at office
- ...and families nationwide with comprehensive, client-centered wealth management solutions. Based in Charlotte, NC, the firm focuses... ...technical knowledge in wealth planning, estate planning, tax concepts, private investments, or philanthropy is highly valued. What We Offer...PrivateTaxFull timeWork at office
$50 per hour
...what’s next, this is the right place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. The ideal...PrivateTaxFull timeWork at officeLocal area3 days per week- ...financial institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an exclusive opportunity with a top-... ...strategies, including investment management, estate planning, tax optimization, and retirement planning. Monitor financial...PrivateTaxTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...Vice President of Tax About the Company Innovative provider of specialty re/insurance services Industry Insurance Type Privately Held, Private Equity-backed Founded 2020 Employees 201-500 Categories Insurance B2B Enterprise About...PrivateTaxLocal area
$100.35k - $205k
...-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get... ..., we need to talk about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027 What You...PrivateTaxPrivate practiceWork at officeLocal area- ...Vice President, Compliance Operations About the Company Leading insurance firm for wealthy... ...Industry Insurance Type Privately Held, Private Equity-backed Founded... ...includes but is not limited to, surplus lines tax and filing operations, licensing, financial...PrivateTax
$77k - $145k
...outstanding talent. It all begins with you.Wealth & Investment Management (WIM) is one of... ...administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy,... ...experience, educationDesired Qualifications:Private Banking, Corporate Banking or Commercial...PrivateTaxOngoing contractFull timeWork experience placementImmediate start- ...Vice President of Tax About the Company Rapidly growing private equity-backed digital media and intellectual property platform. Industry Online Media Type Privately Held, Private Equity-backed About the Role The Company is in search of a Vice President...PrivateTax
- ...and families build, protect, and transfer wealth through comprehensive and personalized... ...and North Carolina, we are expanding our Private Wealth team to support the growing demand... ...management strategies (investments, estate, tax, risk, multigenerational)....PrivateTaxWork at office
$210k - $330k
...impactful work lead to the same place.K&L Gates is seeking a junior to midlevel associate to join its growing private wealth practice, which encompasses estate and tax planning for high-net worth families, servicing family offices, and business succession planning for...PrivateTaxFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work- ...this role:Wells Fargo is seeking a Lead Wealth Underwriter in the Banking, Lending, & Trust... ...business financial statements and tax returns. Responsible for the efficient and... ...recommendations verbally and in writing. Drive private banking credit execution to deliver high...PrivateTaxFull timeWork experience placementWork at office
- ...wellsfargojobs.com)Wells Fargo is seeking a Lead Wealth Underwriter in the Banking, Lending, &... ...solutions focused on credit delivery to Private Capital and Hedge Fund Managers, as well... ...of borrower financial statements, tax returns, fund structures, and collateral...PrivateTaxFull timeWork experience placement
- ...product, system or application of the Truist Wealth platform including but not limited to:... ...Five years of financial services, private banking, Brokerage or wealth management experience... ..., accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan...PrivateTaxFull timePart timeWork at officeShift workDay shift
- ...marketing tools Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable... ..., Brex, Carta, and some of the largest RIAs in the country. Wealth management is a $545 billion industry still running on...PrivateTaxWork at officeRemote work
$138k - $172.5k
As the Private Wealth Services Tax Experienced Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with...PrivateTaxInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$168.61k - $281.09k
...join its corporate legal advice team as Vice President, Assistant General Counsel. This VP will... ..., enforcement defense, and/or agency or private civil litigation/arbitration defense. Responsibilities... ...: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader...PrivateFull timeWork from home- ...review the following job description:The Vice President, Real Estate Corporate Banking partners... ...commercial real estate clients—including private equity real estate investors and REITs—... ...disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k...PrivateTaxFull timePart timeShift workDay shift
$210k - $330k
...Job Description Job Description Private Wealth Associate – Pittsburgh or Charlotte Direct Counsel represents a leading AmLaw 100 firm... ...opportunity for an attorney with experience in estate planning, tax, trust administration, and business succession to work with...PrivateTaxPrivate practice- ...reporting quality.Collaborate cross-functionally with Finance, FP&A, Tax, Treasury, Internal Audit, Legal, and operational leaders to... ...is highly desirable.Background within a large public company, private equity-backed organization, or Big Four/public accounting environment...PrivateTaxWork at officeRemote work
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver tailored investment solutions, leveraging a broad product platform and partner referrals...Private
- ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform. Industry Venture... ...platform, specifically targeting private wealth clients. This role involves managing asset-raising...Private
$160k - $180k
...Platform Management Job Description Adhesion Wealth is a leading provider of outsourced... ...advisors with personal and direct indexing, tax management, tax transitions, portfolio... ...securities, derivative instruments, and private markets, including real assetsundefinedSolid...PrivateTaxFull timeWork at officeFlexible hours$165k - $400k
...our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more... ...engagements related to acquisitions and dispositions by private equity investor groups, family offices and strategic buyers...PrivateTaxFull time$117k - $175k
...credit underwriting new and existing clients in partnership with a private bank credit team. Key responsibilities include independently... ..., and coaching teammates on credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter is aligned with the...PrivateFull timeBank staffWork at officeDay shift- ...Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service... ...allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services....PrivateTaxWork at office
$140k - $155k
...'ll Do:This is a unique opportunity to help build AssetMark's Private Wealth business from the ground up. As a Client Portfolio Manager, you... ...reviews, including portfolio positioning, retirement income, tax management services, cash management, and Wealth Planning recommendationsMaintain...PrivateTaxFull timeWork at officeFlexible hours- ...Vice President, Strategy About the Company Profitable broker & financial advisory firm Industry... ...LPL Financial Linsco Advisor Linsco Private Ledger RIA Registered Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor...Private
$168.61k - $281.09k
...retirement and recordkeeping business. The role, Vice President, Assistant General Counsel, will work... ...on use of collective investment trusts, private funds, managed accounts and other plan... ...: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader...PrivateFull timeWork from home- ...investment and research hub within Morgan Stanley Wealth Management, comprising more than 250... ...advanced planning topics - including tax mitigation strategies, charitable giving,... ...please visit: .Employment Type:Job Level:Vice PresidentPosted Date:Apr 24, 2026ATS Job Description...TaxTemporary workWork at officeLocal area
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