Tax Senior Manager - Tax Director - Alternative Investments

Regal Executive Search
Charlotte, NC

Overview

Tax Senior Manager - Tax Director (Alternative Investments)

Candidates should have a deep understanding of the following:

  • Filing requirements related to alternative investment and/or registered investment companies (RICs)
  • Partnership taxation to ensure completeness and accuracy of tax compliance and reporting
  • Knowledge of key tax issues associated with alternative investment firms, including tax positions referenced by service providers and the impact of potential legislative and regulatory changes

Responsibilities

  • Ensure filing requirements related to alternative investments and/or RICs are met
  • Manage partnership taxation to ensure completeness and accuracy of tax compliance and reporting
  • Understand and address tax issues associated with alternative investment firms, including positions referenced by service providers and potential legislative/regulatory changes

Qualifications

  • Bachelor’s in Accounting or related field; Masters or LLM a plus
  • CPA or Bar
  • 8+ years of tax-related experience (prior Big-4 firm experience preferred)
  • Strong oral and written communication skills to effectively communicate with leadership and outside partners
  • Strong interpersonal skills to establish and maintain relationships with service providers, team members, or other firm members
  • Exceptional Excel skills
  • Ability to partner collaboratively with other departments including Finance and Legal
  • Ability to manage and prioritize multiple time-sensitive ad hoc projects
  • Interest in improving the tax function by identifying and implementing strategic methodologies or automation tools to improve efficiencies

Job Requirements

Alternative Investments, Asset Management

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Posted 2026-01-17

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