Director, Tax

• Support the Managing Director, Tax in delivering investment-focused tax leadership across Cercano's platform
• Review and structure investment transactions across private equity, private credit, venture capital, and family/foundation structures
• Implement structuring for US taxable, US tax-exempt, and foreign investors to mitigate negative tax implications
• Partner with Legal on review and negotiation of fund and investment documents
• Prepare and maintain written tax analyses, transaction memoranda, and internal tax guidance
• Identify tax risks, structuring opportunities, elections, and compliance considerations at the transaction stage
• Oversee federal, state, and international tax compliance across all funds, including estimates, tax-return review, and tax distributions
• Assist with tax planning and forecasting of clients' taxable income positions
• Communicate relevant tax developments to the Investment team, Managing Director of Tax, and company
• Assist with defense of tax positions, tax audits, and responses to federal, foreign, state, and local tax authorities
• Provide client service through communication on estimated taxable income, annual tax reporting information, and relevant tax developments
• Advise the Investment team on tax considerations related to acquisitions, restructurings, dispositions, and liquidity events
• Monitor and interpret tax law developments and translate them into practical guidance
• Support structuring and review of complex partnership allocations, American and European waterfalls, and carried interest arrangements
• Partner with portfolio managers and external advisors on tax planning for families, foundations, and related entities
• Lead significant tax projects and work streams independently while updating and recommending actions to the Managing Director, Tax
• Enhance tax processes, controls, documentation standards, and technology solutions
• Support oversight of external tax advisors, service providers, and taxing authorities

• Excellent organizational, writing, and interpersonal skills
• Ability to independently evaluate, document, and support tax positions for complex investment transactions involving domestic, foreign, and tax-exempt investors
• Exposure to US and foreign investments and structuring options to minimize tax implications
• Deep technical knowledge of tax issues related to venture capital, private equity, private credit, and fund of funds investments, including domestic and international matters
• Highly organized and detail oriented; able to work collaboratively and independently
• Strong communication skills and ability to simplify complex tax concepts
• Ability to establish effective working relationships with operational groups and external stakeholders
• Ability to work with confidential data, maintain discretion, and demonstrate trustworthiness
• Experience with ultra-high-net-worth family offices and private foundations preferred
• B.A. or B.S. in Accounting, Finance, or equivalent from an accredited institution
• Advanced degree in taxation or related field preferred
• Minimum of 8 years of relevant industry experience in tax; public accounting preferred
• CPA required

Demonstrates expertise in tax structuring and compliance for investment transactions, with a strong focus on private equity, venture capital, and tax-exempt investors. Capable of leading tax projects and providing strategic guidance while maintaining effective communication with stakeholders.

• Tax Structuring
• Investment Transaction Analysis
• Tax Compliance Oversight
• CPA Certification
• Tax Planning and Forecasting

• Tax Analysis
• Investment Structuring
• Tax Compliance
• Tax Risk Identification
• Transaction Memoranda Preparation
• Tax Law Interpretation
• Partnership Allocations
• Carried Interest Arrangements
• Tax Audits Defense
• Tax Reporting

• Organizational Skills
• Interpersonal Skills
• Communication Skills
• Detail Oriented
• Collaborative Work

• CPA
• Advanced Degree in Taxation

• Private Equity
• Venture Capital
• Private Credit
• Family Offices
• Tax-Exempt Investors
• Fund of Funds
• Taxable Income Positions
• Tax Developments
• Ultra-High-Net-Worth
• Investment Documents