• Assist the VP of Tax and Head of Tax with federal, state/local, and international tax compliance oversight
• Provide tax consulting advice to business partners
• Work with deal teams to maximize tax efficiency of investment structures
• Manage junior tax member providing oversight and guidance on the above reporting functions
• Work closely with junior and senior members of the Finance/Accounting team
• Assist with correspondence with federal and state tax regulators
• Assist with tracking/mailing all federal and state/local tax filings
• Review quarterly tax provision calculations prepared by external vendors
• Review tax waterfall (carried interest) models and related tax distributions
• Assist with oversight and coordination of tax compliance services from third party tax service providers
• Assist in keeping investor relations informed of tax reporting timing for the firm’s investors as well as responding to investor tax inquiries
• Assist with the investment management company’s tax reporting obligations

Senior Associate, Tax

Client Operation Services Lead – Property Tax, Mortgage, Real Estate

Associate Attorney – Tax Strategy, Optimization & Controversy Litigation

Director – Private Equity Tax

Product Manager II – Cost Basis, Tax

Director, Global Tax Operations