Assistant Vice President - Tax, Regulated Products; REITs and BDCs

Assistant Vice President - Tax, Regulated Products (REITs and BDCs)

This is a unique opportunity for an experienced and technically proficient tax professional to join a leading private credit firm. The ideal candidate will be a hands‑on leader, responsible for tax matters with specific emphasis on REITs and BDCs while also contributing to the broader tax team. This role requires an ability to navigate the specific regulatory frameworks of these specialized investment vehicles, and an understanding of partnership tax issues.

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Accounting/Auditing and Finance

• Tax Compliance:
  Manage the entire tax compliance lifecycle, from planning and preparation to estimates and filing. This includes overseeing all federal and state tax returns for the funds and their underlying entities, including Forms 1120‑RIC, Form 1120‑REIT, Form 8613, Form 1120, Form 1065 and other related filings. You will coordinate and manage our outside tax preparers.
• Internal Coordination:
  Work closely with the Accounting team to understand financial statement reporting, including regular review of accounting system and financial statement information to ensure the integrity of the reports for tax purposes.
• Specialized Expertise:
  Ensure strict adherence to the tax requirements for both REITs and BDCs. Monitor the various asset, income, and diversification tests to maintain their tax‑advantaged status while navigating the complex regulatory landscape of the Investment Company Act of 1940. Make determinations on when a Taxable REIT Subsidiary (TRS) or Tax Blocker should be used to hold investments and liaise with 1940 Act counsel to solve structuring issues.
• Investor Relations:
  Take charge of all tax‑related investor reporting for these products, ensuring accurate and timely delivery of information. Manage the preparation and distribution of Schedules 1099, 1042‑S, and other essential investor documents.
• Strategic Advisory:
  Act as the go‑to tax expert for internal teams, providing clear, actionable advice on tax‑efficient structuring for new deals, dispositions, and other transactions.
• Tax Planning:
  Proactively identify and implement tax‑saving strategies to maximize returns for the fund and its investors. Stay ahead of changes in tax law and propose forward‑thinking solutions.
• Audit Management:
  Serve as the primary point of contact for external tax advisors and auditors. Manage all tax audits and inquiries, ensuring a smooth and efficient process.
• Team Leadership:
  Supervise and mentor junior staff, fostering their professional growth and ensuring the tax team operates at the highest level of efficiency.
• Collaboration:
  
  Work with the broader Tax Team on other non‑regulated products and initiatives.

• Experience:
  
  7+ years of relevant tax experience, preferably from a Big Four accounting firm or an in‑house role within an investment management company with BDCs and/or REITs.
• Education &
  
  Certifications:
  
  Bachelor's degree in accounting or a related field. Candidates with CPAs or Master’s degree preferred.
• Technical Proficiency:
  • Proven expertise in the specific tax rules governing REITs and BDCs.
  • Knowledge of C‑Corporation taxation a plus given existence of “Tax Blockers” and “Taxable REIT subsidiaries”.
  • Basic partnership taxation knowledge.
• Personal Attributes:
  • Exceptional attention to detail and a commitment to accuracy.
  • “Can‑do” attitude.
  • Strong communication skills – can explain complex tax issues clearly to non‑tax professionals.
  • A proactive, problem‑solving mindset and the ability to thrive in a fast‑paced environment.

• Sitting:
  Frequently (about 70–80% of the workday) for computer work, phone communication, and administrative tasks.
• Standing and Walking:
  Occasionally (about 20–30% of the workday) including walking between offices or meeting rooms.
• Lifting/Carrying:
  Occasionally up to 20 pounds.
• Reaching/Bending:
  Occasionally when organizing supplies or accessing shelves.
• Typing/Keyboard Use:
  Frequently required for daily computer tasks.
• Vision and Hearing:
  Adequate for reading reports, emails, spreadsheets, and verbal communication.
• Speakin…