Director, Tax Managed Services

We’re a leading Investor Services group offering end‑to‑end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. With a global workforce of 5,800+ people across 25 jurisdictions and assets under administration exceeding US $750 billion, we partner with 13 of the world’s top‑15 private‑equity firms and embed ESG and best‑in‑class technology into all client engagements.

We are seeking an accomplished Director to join our Tax Managed Services team. This individual will play a strategic leadership role in serving private equity and alternative investment clients, providing high‑level technical expertise, overseeing multiple projects, driving business growth, and maintaining executive‑level client relationships.

• You’ll oversee multiple projects, ensuring quality, effectiveness, and alignment with client needs.
• You’ll serve as a trusted advisor, delivering tailored solutions and guiding clients on fund formation, structuring, transactions, and cross‑border tax matters.
• You’ll anticipate emerging tax issues, communicate their implications proactively, and design innovative strategies to optimize outcomes for funds, investors, and portfolio companies.
• You’ll manage complex technical reviews, resolving intricate tax returns and issues for partnerships and corporations in private equity and alternative investment sectors.
• You’ll collaborate with leadership, driving growth initiatives, expanding client relationships, and fostering a culture of innovation and teamwork.

• IQ‑EQ offers a comprehensive benefits package designed to support employees’ well‑being and work‑life balance.
• Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
• Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
• Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
• The salary for this position will be dependent on experience and location ($175,000 – $210,000).

• You have a Bachelor’s degree in Accounting or Tax, with a Master’s or JD preferred, and hold a CPA or equivalent credential.
• You bring 12+ years of US tax consulting and compliance experience, primarily in public accounting or a similar advisory environment, with deep expertise in alternative investments.
• You have at least 4 years in a leadership role, managing client relationships, high‑performing teams, and driving business development initiatives.
• You excel in communication, presentation, and leadership, enabling you to build long‑term client relationships and deliver strategic solutions.
• You are willing to travel up to 20%, depending on location, to meet client and business needs.

We are committed to sustainability, diversity, and an inclusive culture. Our Learning & Development initiatives include Power

U and MyCampus, and we support hybrid work to enable employees to achieve balance while staying connected. Initiatives such as IQ‑EQ Launchpad empower women managers launching their first fund, addressing the gender imbalance in private‑equity and venture‑capital firms.

Mid‑Senior level

Full‑time

Accounting/Auditing