Senior Vice President, Head of Tax

Senior Vice President, Head of Tax

Columbus, OH

390

1

Senior Vice President, Head of Tax

The Senior Vice President, Head of Tax (SVP) will report to the Chief Financial Officer (CFO) and oversee the strategy and operations of the Rockbridge tax function, including a network of top-tier accounting firms and tax counsel. Across the firm, you are the trusted tax advisor to the investment, development, finance, and investor relations teams.

This role suits a tax leader who enjoys orchestrating complex work, wants a seat advising at the table where deals are shaped, and is equally comfortable running a disciplined compliance calendar and taking an urgent call from the front office. In this role, leverage, judgment, and relationships are critical to success.

The tax function is highly co-sourced with external partners. Your critical role is to oversee those relationships and make sure they work as designed.

• Own scope, fees, service levels, and calendars across funds, joint ventures, property-level partnerships, and corporate entities
• Direct the three top-tier national accounting firms that perform our compliance work, along with a broader network of firms and tax counsel
• Review returns and K-1s before filing so investors receive accurate information on time
• Keep information moving among Fund, Real Estate and Corporate Accounting, the firms, and our joint venture partners
• Hold external providers accountable through regular performance reviews and disciplined fee management
• Drive tax notices, payments, and audits through to resolution

• Work alongside the investment and development teams on acquisitions, dispositions, recapitalizations, and new vehicles
• Advise on structures that balance the needs of different investor types and maximize after-tax value
• Lead tax credit and incentive transactions, and translate structures into investment model overlays
• Evaluate feasibility with Accounting, including operational practicality, administrative requirements, and ongoing costs
• Stay ahead of legislation and emerging structures

• Lead multi-year corporate and fund-level tax forecasting and the quarterly estimate process
• Make tax a non-event at close and year-end, with no surprises and no penalties
• Be the go-to resource for all things tax, from front-office structuring questions to HR withholding

• Act as an effective liaison with investors on tax matters, working hand in hand with Investor Relations
• Handle investor tax questions, due diligence questionnaires, and institutional diligence with confidence
• Set clear expectations on K-1 timing and estimates
• Look for outcomes that are efficient for investors and for the firm

• Have an established network across the tax community, including accounting firms, tax attorneys, and industry peers
• Executive presence and the ability to explain complex tax matters plainly to leadership, investors, and non-tax teams
• Comfort with a mix of planned, deadline-driven work and urgent requests from the business. You are calm, responsive, and people-first
• A leader who gets results through outside partners and works peer-to-peer with firm partners and counsel
• Detail-oriented, with sound commercial judgment

• Bachelor’s degree in accounting is required. An active CPA license is highly desired, and a Master’s in Taxation is a plus
• Minimum of 12 years of progressively responsible partnership tax experience, preferably in real estate, hospitality, or private equity
• Public accounting experience with a large national firm is a plus