Fund Tax, Finance Vice President

About the Opportunity

Our client, an established merchant bank with advisory and investment platforms across private capital, private credit, and real estate, is seeking a Vice President of Fund Tax to lead its tax function in Chicago. The role manages tax compliance and reporting for the private capital platform and leads a team of managers across Chicago and New York. The successful candidate will play a hands-on role in fund structuring, acquisitions, divestitures, and strategic tax planning. The position requires four days per week in the office.

Job Responsibilities

• Lead the US and international tax compliance process for a growing number of entities, including oversight of 1,000+ returns
• Coordinate with external tax service providers on deliverables, deadlines, and fees, and serve as their primary point of contact
• Supervise, develop, and mentor internal tax managers, and drive team growth and change management
• Review federal and state returns and Schedules K-1, including complex limited partner tax allocations
• Manage estimated and final tax payments and coordinate tax accounting for fund structures with the accounting team
• Forecast taxable income for funds and provide estimates to limited partners
• Analyze state-sourced income and filing obligations, including the impact of portfolio exits and new structures
• Serve as the point of contact for limited partner tax inquiries and investor portal reporting
• Lead process improvement initiatives and training for the tax and finance teams

Job Requirements

• 10+ years of public accounting experience, with Big 4 preferred
• Prior experience managing teams and coordinating with external advisors
• Deep understanding of partnership taxation and private equity fund structures; experience with real estate or private credit funds also considered
• Strong compliance background, with experience in process improvement and innovation
• Foreign filing experience (such as Forms 1042 and 1446) and state tax exposure preferred
• Bachelor’s degree required; CPA and/or MS in Taxation preferred
• Strong technology skills, such as Alteryx, Tableau, Power Query, or Power BI, a plus
• Self-starter with strong attention to detail, the confidence to lead, and comfort with a demanding schedule

The annual total compensation is up to $350k. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.