Director- Tax, Managed Services (Alternative Assets) jobs in United States
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IQ-EQ · 1 day ago

Director- Tax, Managed Services (Alternative Assets)

IQ-EQ is a leading Investor Services group providing comprehensive services in administration, accounting, reporting, and compliance for the investment sector. The Director of Tax Managed Services will play a strategic leadership role, overseeing projects, providing tailored solutions to private equity and alternative investment clients, and driving business growth while maintaining executive-level client relations.

AccountingFinanceFinancial ServicesReal EstateWealth Management
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H1B Sponsor Likelynote

Responsibilities

You’ll oversee multiple projects, ensuring quality, effectiveness, and alignment with client needs
You’ll serve as a trusted advisor, delivering tailored solutions and guiding clients on fund formation, structuring, transactions, and cross-border tax matters
You’ll anticipate emerging tax issues, communicate their implications proactively, and design innovative strategies to optimize outcomes for funds, investors, and portfolio companies
You’ll manage complex technical reviews, resolving intricate tax returns and issues for partnerships and corporations in private equity and alternative investment sectors
You’ll collaborate with leadership, driving growth initiatives, expanding client relationships, and fostering a culture of innovation and teamwork

Qualification

AccountingUS tax consultingCPAAlternative investmentsClient relationship managementBusiness developmentLeadershipCommunicationPresentation

Required

You have a Bachelor's degree in Accounting or Tax, with a Master's or JD preferred, and hold a CPA or equivalent credential
You bring 12+ years of US tax consulting and compliance experience, primarily in public accounting or a similar advisory environment, with deep expertise in alternative investments
You have at least 4 years in a leadership role, managing client relationships, high-performing teams, and driving business development initiatives
You excel in communication, presentation, and leadership, enabling you to build long-term client relationships and deliver strategic solutions
You are willing to travel up to 20%, depending on location, to meet client and business needs

Benefits

Generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays
Financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)
Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans
Paid parental leave
A hybrid work schedule, promoting both personal and professional fulfillment

Company

IQ-EQ is a multi-jurisdictional provider of investor and corporate services in Europe and beyond.

H1B Sponsorship

IQ-EQ has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
2015-09-11Acquired

Leadership Team

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John Legrand
Group Deputy CEO
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Matt Okolita
Regional CEO, The Americas
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Company data provided by crunchbase