Director, Tax

COMPANY OVERVIEW

Cercano Management LLC(“Cercano”)is a multi-family office that provides investment advisory services, including access to a range of alternative investment funds, while also offering clients acomprehensive suiteof family office services.

Cercanois based in Bellevue, WA, with offices in Minneapolis, MN,and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer.

The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis.

At Cercano, we focus on delivering to a select group of families, a client experience informed by the heritage, discretion, investment access, and alignment commonly associated with a single-family office. We dedicate ourselves to understanding each family’s objectives and values and to developing customized, holistic solutions that support long-term growth and generational wealth preservation. Our goal is to serve as a trusted partner by offering services at the intersection of institutional investment management, alternative investment funds, operational capabilities, and family office services.

The Director, Tax is a senior tax professional responsible for supporting the Managing Director, Tax in delivering investment-focused tax leadership across Cercano's platform. This individual will serve as a key technical resource on transaction review, structuring, compliance oversight, and documentation across all
investment strategies. The Director, Tax will independently manage complex tax matters and partner closely with internal and external stakeholders while escalating significant technical, policy, and strategic issues to the Managing Director, Tax. The role requires strong technical expertise, sound judgment, and a hands‑on approach in a fast-paced environment.

• Support tax review of investment transactions across all strategies, including private equity, private credit, venture capital, and family/foundation structures.
• Implement structuring, as needed, for US taxable investors, US tax-exempt investors, and foreign investors to mitigate negative tax implications.
• Partner with Legal on review and negotiation of fund and investments documents (e.g., LPAs, LLCagreements, subscription agreements, side letters, credit agreements, and other transaction documents).
• Assist with the preparation and maintenance of written tax analyses, transaction memoranda, and internal guidance documenting tax positions, assumptions, and materiality thresholds.
• Independently identify tax risks, structuring opportunities, elections, and compliance consideration sat the transaction stage.

• Oversee the entire federal, state, and international tax compliance process across all funds including preparation of estimates, review of tax returns, and managing tax distributions.
• Assist with tax planning and forecasting of each clients’ taxable income position.
• Communicate relevant tax developments to the Investment team, the Managing Director of Tax, andthe company as a whole.
• Assist with the defense of all tax positions taken on the tax returns. Including establishing strategic and tactical positions on all tax audits, negotiate with Internal Revenue Service personnel and state and local tax personnel, and develop a strategy for responses to all requests for tax information from
  federal, foreign, state and local tax authorities.
• Provide exceptional client service to all clients including regular communication on estimated taxable income, timely providing annual tax reporting information and updates on relevant tax…