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Tax Director

Nextera Search

Mundelein, IL

Job Description

An Investment Management Firm based in New York City is seeking an experienced tax professional to join their team as a Tax Director.

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Responsibilities:

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  • Oversee federal, state, and local tax compliance for partnerships, corporations, and related entities, coordinating with external tax advisors.
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  • Manage partnership tax reporting, including Schedule K-1s, allocations, and capital account reviews.
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  • Prepare and review taxable income projections and coordinate tax distribution calculations, funding needs, and payment timing.
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  • Support tax provision calculations, financial reporting, and responses to tax notices and audits.
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  • Monitor multistate filing obligations, including nexus, apportionment, composite returns, withholding, and estimated payments.
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  • Oversee sales and use tax compliance and assess the tax treatment of services, software, and vendor transactions.
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  • Respond to stakeholder questions regarding tax reporting, allocations, distributions, and filing requirements.
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  • Prepare tax communications and coordinate the timely delivery of projections, election materials, and other reporting.
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  • Research tax developments and assess their implications for the business.
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  • Improve tax processes and controls while maintaining accurate workpapers, documentation, and compliance calendars.
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Qualifications:

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  • Bachelor’s degree in Accounting, Finance, Taxation, or a related field; CPA required.
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  • 10–15 years of relevant tax experience.
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  • Strong knowledge of partnership taxation and flow-through entities, including allocations, capital accounts, and tax distributions.
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  • Experience preparing taxable income projections and coordinating directly with external tax advisors.
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  • Strong understanding of federal, state, and local tax compliance and reporting requirements.
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  • Experience with sales and use tax and other indirect tax matters.
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  • Strong analytical, organizational, and problem-solving skills, with the ability to manage competing deadlines.
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  • Excellent communication skills and the ability to explain tax matters clearly to senior management, stakeholders, and external advisors.
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Vacancy posted 3 days ago
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