Senior Tax Counsel/Lead Tax Counsel
Listed on 2026-11-04
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Finance & Banking
Financial Compliance
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We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 185 billion in assets under management and around 2,000 professionals across 24offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.
What it's aboutPartners Group is seeking an experienced, commercially minded tax professional to lead Americas tax operations and the tax implementation of new investment products, structures, and strategic initiatives.
This individual will oversee tax compliance, accounting, governance, controls, documentation, and service-provider performance across a growing portfolio of investment vehicles and management entities. The role will also support the tax workstream for new product launches, ensuring tax requirements are identified during product design and incorporated into fund documentation, reporting, systems, controls, and operating procedures before launch.
The successful candidate will combine technical expertise in regulated investment company taxation, tax accounting, and investment fund taxation with strong leadership, process improvement, and project management capabilities. The individual will build scalable, well-controlled processes, reduce key-person dependency, and serve as a senior partner to Product Structuring, Product Management, Legal, Operations, Finance, Fund Control, Investor Relations, and external advisors.
Key Responsibilities Tax Operations Leadership- Lead the Americas tax operations function for private markets investment vehicles and management entities.
- Oversee federal, state, local, and applicable international tax compliance and reporting.
- Establish effective governance, controls, documentation, review standards, and risk-management procedures.
- Serve as the escalation point for complex operational matters, tax notices, data delays, advisor issues, and deadline risks.
- Manage external accounting firms, legal counsel, administrators, and tax technology providers.
- Lead and develop tax professionals while promoting accountability, collaboration, and operational excellence.
- Lead the tax workstream for new products, including private wealth products, regulated funds, BDCs, evergreen vehicles, insurance solutions, and alternative investment structures.
- Partner with Product Structuring, Legal, Product Management, Finance, Fund Control, and Operations throughout the product-development lifecycle.
- Identify tax risks, dependencies, data requirements, service-provider needs, and implementation considerations during product design.
- Own the tax implementation plan and ensure required documentation, reporting, controls, systems, and operating procedures are in place before launch.
- Drive cross-functional execution against agreed milestones, responsibilities, and deliverables.
- Provide technical leadership on tax accounting matters affecting funds, management companies, and regulated investment vehicles.
- Oversee ASC 740 analyses, uncertain tax positions, valuation allowances, deferred taxes, tax reserves, and provision-related matters.
- Support NAV-related tax matters and coordinate with Finance, Fund Control, auditors, and administrators.
- Serve as a subject matter expert in RIC and BDC taxation, Subchapter M, investment fund and partnership taxation, state and local taxation, and investor tax reporting.
- Monitor legislative and regulatory developments and translate complex technical matters into practical recommendations.
- Lead audit readiness, technical memorandum development, and responses to auditor or regulatory inquiries.
- Develop scalable tax operating models,…
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