ZEDRA Group · 1 day ago
Director, Fund Taxation
Cleveland, OH
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expZEDRA Group is seeking a Director, Fund Taxation to join their US Leadership Team, responsible for leading the Tax department and managing client relationships for fund taxation. The role involves overseeing a team of tax professionals, ensuring exemplary client service, and driving business growth through effective management and compliance with tax regulations.
Financial Services
Hiring Manager
Kim Jordan
Responsibilities
Be a primary contact and have overall responsibility for the client relationships associated with their team ensuring client services are exemplary, the relationship is commercial, complex matters and issues are dealt with appropriately, providing solutions and responding in an advisory manner
Identify and acted upon, opportunities to do more for existing clients and to develop relationships with new clients and their advisors
Deliver best in class service to clients, liaising directly with clients and acting as the relationship lead on both a firm wide and service line level
Lead the team in delivery of compliance and advisory services in relation to fund tax, including entities throughout the fund structure
Be involved in generating new business opportunities
Act with a commercial awareness that drives efficiencies through their team and processes, ensuring high utilisation of resources, intermediary relationships and profitability
Grow the team, both in terms of developing opportunities from existing clients around tax compliance, advisory services and specific transactions, but also by identifying and generating new business opportunities to help growth the department’s client portfolio
Work with the Managing Directors to create a department budget each year, regularly monitoring performance and focusing on billings, cost management and delivering an efficient client service
Lead a team of 9 plus tax professionals, demonstrating effective communication and an ability to prioritise effectively to ensure objectives and initiatives are delivered against deadlines
Provide feedback to their immediate direct reports and input on the team’s performance in order to grow and develop a highly focused, productive, and purpose-driven team
Ensure the team is adequately trained in all matters relating to our tax areas of focus and regularly updated with changes to tax and regulations that impact their work
Drive appropriate behaviour and efficiencies to ensure timely and accurate delivery of agreed business targets within a suitable quality control environment
Ensure compliance with tax regulation and client service level agreements
Keep up to date with US tax law changes and best in class processes and deliver updates to the wider business. The Director, Fund Taxation will be responsible for signing and filing of accurate US tax returns, and must maintain a PTIN
Identify and implement standards and process enhancements to existing departmental compliance routines and control systems , researching and implementing new initiatives for efficiency purposes and to improve service quality
Qualification
Required
Bachelor's degree in accounting, Finance, Taxation, or related field
CPA, EA, or other professional tax certifications required
10+ years of experience in tax, with specific experience in venture capital funds and startup tax strategies
In-depth understanding of fund structures, carried interest, tax implications of startup investments, and the Fund lifecycle (including exits, IPOs, and acquisitions)
Strong knowledge of international tax rules, including cross-border investments, tax treaties, transfer pricing, and withholding taxes
Proven track record of managing and leading a tax team, with a focus on mentorship and career development
Ability to provide strategic tax advice on complex tax issues related to venture capital investments, fund structures, and portfolio company tax matters
Excellent verbal and written communication skills with the ability to explain complex tax matters to both senior management and external stakeholders
Strong analytical and problem-solving abilities, with a focus on developing creative solutions for tax optimization in venture capital funds and portfolio companies
Familiarity with tax technology platforms (e.g., OneSource, Corptax, etc.) and proficiency in Microsoft Office Suite, especially Excel
Preferred
Master's degree or JD/LLM in Taxation is a plus
Company
ZEDRA Group
ZEDRA is an independent global specialist in trust, fiduciary, corporate and fund services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
BCI
2022-03-02Private Equity
2018-11-28Private Equity
2018-11-28Acquired
Leadership Team
I
Ivo Hemelraad
Non Executive Director
Peter Brown
Managing Director, Head of Luxembourg
Recent News
Business Wire India
2025-06-27
2022-03-07
Company data provided by crunchbase