Director - Tax M&A


Accounting + Finance


New York, New York

Employment Type



Top Tier extremely prestigious Private Equity Fund is looking to add a Tax Director to their already impressive M&A Tax team due to rapid growth and new fund launches/formations. This role will be reporting into a VP and rolling up into the MD and head of M&A Tax.

Job Description:

Compensation : $230000 - $350000
Job ID : 17827

Job Function:

  • Review and finalize tax aspects of term sheets and private placement memoranda;
  • Review and complete tax aspects of investor correspondence (including due diligence questionnaires);
  • Coordinate with the Private Fund Group (PFG) legal group and outside counsel in the review and preparation of limited partnership agreements, subscription agreements, side letters and other fund documents;
  • Prepare tax-related marketing materials;
  • Provide tax support to PFG and address investor inquiries relating to fund tax matters;
  • Assist with tax aspects of growing high net-worth channel distribution and Separately Managed Accounts;
  • Liaise with members of the broader tax team to ensure fund and investor documentation appropriately reflects operational practices;
  • Coordinate with PFG research team and external counsel to identify and develop tax-efficient legal and tax structures for new strategies/products and stay abreast of best practices; and
  • Coordinate with finance and operational teams in respect of ongoing compliance with tax aspects of fund agreements and side letters, capital calls, distributions and investor inquiries.

Job Requirements:

Job Requirement:

  • At least 5 years of private fund formation tax experience with a law firm or institutional fund sponsor.
  • Experience with investor tax issues across multiple jurisdictions.
  • JD required and L.L.M. (Taxation) preferred.


Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.