Director of Fund Tax

Job Overview – Director of Fund Tax

Compensation: $225,000 – $250,000/year + bonus

Location: New York, NY

Schedule: Monday to Friday (In-Office)

Atlantic Group is hiring a Director of Fund Tax in New York, NY for our client, supporting tax strategy, transaction structuring, fund tax planning, and tax compliance oversight within a leading private equity investment environment. This leadership role will serve as a key advisor to executive leadership, investment professionals, and external advisors, driving tax‑efficient structuring and execution across a highly active investment platform. The ideal candidate will bring deep private equity fund tax expertise, strong transaction tax experience, and the ability to operate as a strategic business partner within a fast‑paced investment organization.

Responsibilities as the Director of Fund Tax

• Tax Strategy & Structuring: Develop and implement tax‑efficient structures for acquisitions, divestitures, reorganizations, and investment transactions across private equity funds and related entities.
• Transaction Tax Advisory: Lead tax due diligence efforts, evaluate transaction risks and opportunities, and provide tax guidance throughout deal execution and closing processes.
• Fund Tax Planning: Advise on partnership taxation, fund structuring, investor considerations, and tax implications related to complex investment activities.
• Compliance Oversight: Oversee federal, state, and international tax compliance processes, investor reporting requirements, and partnership tax allocations, managing external service providers and internal resources.
• Executive Partnership: Serve as a trusted tax advisor to senior leadership, investment teams, finance professionals, and legal stakeholders on strategic tax matters.
• Leadership & Team Development: Manage and mentor tax professionals while fostering collaboration, technical excellence, and continuous process improvement.

Qualifications for the Director of Fund Tax

• Education: Bachelor’s degree in Accounting, Finance, Tax, or a related field is required. CPA designation is required.
• Advanced Credentials: JD, LL.M. in Taxation, or Master’s in Taxation is required.
• Experience: 15+ years of tax experience, including leadership experience within private equity, alternative investments, or public accounting environments, is required.
• Industry Knowledge: Extensive knowledge of partnership taxation, fund structures, transaction tax, mergers and acquisitions, and investment‑related tax matters is required.
• Technical Skills: Strong experience with tax planning, tax compliance oversight, transaction analysis, tax due diligence, and investor reporting is required.
• Skills & Attributes: Strong leadership, communication, business acumen, and stakeholder management skills are required.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.