Senior Director & Head of Tax

Confidential

Charlotte, NC

Senior Director & Head of Tax

About the Company

Innovative real estate crowdfunding platform

Industry
Investment Management

Type
Privately Held

Founded
2010

Employees
201-500

Categories

Investment Management
Technology
Internet
Commercial Real Estate
Crowdfunding
Financial Services
Real Estate
Services

Specialties

online investing
real estate
crowdfunding
commercial real estate
investment
investment management
real estate investment
equity crowdfunding
online capital sourcing
capital sourcing
fundraising
financial services
technology
private market
investing
alternative investing
financial technology
fintech
startup
venture capital
and private credit

About the Role

The Company is seeking a Senior Director and Head of Tax to lead the reconstruction of its tax function. This pivotal role involves taking full ownership of the tax positions across a diverse fund platform, including REITs, RICs, TRSs, C corporations, partnerships, and a Qualified Opportunity Fund. The successful candidate will be responsible for the technical tax positions, the associated risks, and the delivery model, with a focus on compliance, investor tax reporting, and structuring transactions. This is a build role, demanding a high level of judgment and the ability to drive outcomes in a fast-paced, remote organization. The ideal candidate will have over 10 years' of tax experience, with a strong emphasis on REIT taxation, and a proven track record of making independent decisions and defending positions. Applicants for this role at the company should be prepared to work in a dynamic environment where the tax function is evolving and the operating model is designed to be flexible. The role requires a leader who can not only manage a small, senior in-house team but also effectively collaborate with external partners. The Head of Tax will be expected to have a hands-on approach, with the ability to scope and negotiate engagements, and to ensure the resilience of the function through documentation and automation. A CPA, JD/LLM, or equivalent designation is preferred, and the candidate should be a firm believer in the company's social mission. The position is not suited for those who prefer a large, static team or a rigid compliance calendar, as the focus is on leveraging a small, high-performing team and adapting to the changing needs of the platform.

Hiring Manager Title
CFO

Functions

Finance

Confidential

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Vacancy posted 2 days ago

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