Coda Search│Staffing · 1 week ago
Tax Director @ Global PE Investment Fund
Coda Search is representing a $70+ Billion AUM Asset Manager seeking a Tax Director level professional to join their team. This role involves managing investment tax reporting, tax technology, and planning while collaborating with the investment and finance teams to provide tax advisory services.
ConsultingRecruitingStaffing Agency
Responsibilities
Manage all aspects of Investment Tax Reporting, Tax Technology, and Planning including disclosures and tax forecasting
Review Investment fund structures, identifying tax risk within entities
Lead tax technology process improvement reporting
Monitor legislative changes in tax laws that may impact the firm’s tax positions
Review complex tax returns prepared by outside advisors
Advise head of Investment Teams including Executive Team on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden
Qualification
Required
Bachelors or Master's degree in Tax or Accounting; CPA or MST
8+ years Financial Services tax experience
Preferred
CPA or MST
Private Equity and Fund Tax Experience
Company
Coda Search│Staffing
At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.
Funding
Current Stage
Growth StageRecent News
2025-08-13
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