VP of Tax-Credit Funds-Global Investment Management Leader!

The VP of Tax will lead and oversee all strategic tax planning, preparation and review of the tax provisions (including excise taxes), and tax and information reporting for public credit funds that are regulated investment companies (“RIC”).

This position is responsible for assisting with all tax matters across the various public credit funds that are primarily taxed as RICs. The VP of Tax will work closely with outside accounting firms, fund accounting and FP&A teams to ensure the quality of internal tax operations and regulatory tax filings. As part of a dynamic rapidly growing environment, opportunities should arise to assist other silos.

*Hybrid 2-3 days/week*

*$220-$250k + $75-$100k annual bonus

RESPONSIBILITIES

• Liaising with accounting teams and tax advisors overseeing compliance with the RIC qualification tests
• Determination of taxable income, including calculation of E&P estimates and spillover income and monitoring and documenting book/tax differences
• Ensuring transactions in the portfolio are properly accounted for as well as determining proper flavor (i.e., ordinary or capital)
• Calculation and publication of QII notices and answering questions from stockholders
• Calculation of tax provisions for corporate investments and tacking tax basis for partnership and corporate investments
• Oversight of the preparation of federal and state and local tax returns by outside accounting firms and reviewing for accuracy
• Reviewing and managing the process of preparation of quarterly taxable income estimates
• Assisting in the review of US withholding issues, including reporting for Form 1099 and Form 1042
• Respond to notices from federal, state, and local tax authorities

QUALIFICATIONS

• Bachelor’s degree required.
• CPA license preferred.
• Minimum 10 years of corporation, partnership, and regulated company tax experience, preferably with combination of public accounting and in-house experience with an investment firm, with exposure to state and international tax filing requirements and issues, tax planning and compliance, and similar tax concepts
• Experience with inbound and outbound investment activities such as passive foreign investment company issues, withholding tax issues, and related reporting requirements
• Business Development Company experience is a plus.
• The ability to absorb complex tax concepts (with an emphasis on credit and partnership/corporate investments), possess a broad base of experience in all federal and state tax matters, with international tax also an area of involvement
• The ability to support innovative processes and approaches to problems in an ever-growing business; instinctively seeking ways to improve efficiency
• The ability to operate independently and effectively organize multiple tasks, prioritize, and manage multiple assignments under tight deadlines, excellent organizational skills
• Excellent verbal and written communication skills and the ability to present tax issues and other relevant information to business and investment professionals and then be able to respond to questions from such professionals. Need to be able to understand economics of investment and translate into “taxes” then be able to articulate the tax effects to investment team.
• Advanced skills in Microsoft Office, tax research, and other financial applications.
• Team player and collaborative is essential