Tax Director, Investments
Listed on 2025-12-21
-
Finance & Banking
Wealth Management -
Management
Wealth Management
4 days ago Be among the first 25 applicants
Direct message the job poster from SDL Search Partners
Managing Partner at SDL Search Partners | Boston-based Accounting & Finance Recruiter | Contingency, Executive & Retained Search | Always Available…SDL Search Partners recently engaged on an exclusive Tax Director search, with an incredibly prestigious and well-established investment management firm.
This organization has a long history of success and a strong reputation as a mission-driven investment fund.
The leadership team is looking to bring in a Tax Director in a newly created role, focused heavily on tax strategy, building relationships cross-functionally across the organization, partnering with Head Counsel and Managing Director. This role requires an expert level of research abilities, a strong background in investment tax issues, and an executive presence, ability to build relationships internally and externally and execute on a tax vision and strategy to support the firms continued commitment to excellence.
The Tax Director should have 10 - 20 years mixed between Big Four / public accounting tax experience & PE / hedge fund experience, a CPA and JD.
The team works on a hybrid schedule near New Haven, CT. The firm offers a generous base salary, bonus, and fantastic benefits & retirement plan. Relocation candidates will be considered.
Requirements:- BS, Accounting, Finance, or related
- CPA and JD required
- 10 - 20 years total experience, ideally a mix of Big Four experience & in-house asset management / investment management tax experience
- Some prior experience working as an attorney, tax focus, or otherwise, a plus, but not required.
- Expert level tax knowledge in the investment management space
- Exceptionally strong relationship building skills, communication abilities and business partnering skills
- Ability to negotiate, influence and act as a strategic business partner within the organization
- Desire to work for a mission-driven organization
- Excellent research and problem-solving skills
Interested candidates, please reach out:
Seniority level- Director
- Full-time
- Accounting/Auditing and Finance
- Investment Management and Financial Services
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