Tax Operations - Vice President

iCapital is seeking an experienced Vice President of Tax to join the team and oversee tax compliance for the Non-US Fund business, with a primary focus on Withholding Foreign Partnership (WFP), US Chapter 3 and 4, Non-Withholding Foreign Partnership (NWFP) obligations and IRS 302 processing. This role is critical to ensuring adherence to U.S. tax regulations and global compliance standards for offshore structures.

• Ensure full compliance with IRS requirements for WFP and NWFP entities under Sections 1441, 1446, 1446, and related regulations.
• Oversee the preparation and review of Forms 1042, 1042-S, 8804, 8805, and other applicable filings.
• Manage the IRS 301/302 withholding for global funds.
• Own and maintain global tax requirements, including Backup withholding, Capital gains and return of capital classifications.
• Collaborate with internal teams like Fund Accounting, Operations, and Legal as well as external service providers to ensure accurate withholding and reporting.
• Design and maintain processes for monitoring investor classifications and treaty eligibility.
• Stay current on U.S. and global tax law changes impacting foreign partnership, non-US funds and withholding obligations.
• Advise on structuring strategies for offshore feeder funds to enhance operational efficiency, minimize tax drag and tax compliance.
• Identify, assess, and mitigate tax compliance risks across offshore structures.
• Establish robust internal controls and documentation standards to support audits and regulatory reviews.
• Serve as a subject matter expert for WFP or NWFP compliance within the organization.
• Provide training and guidance to internal stakeholders on tax compliance requirements.
• Lead and contribute to ad hoc projects supporting the firm’s strategic tax initiatives.
• Participate in industry working groups to drive industry change and uplift industry best practices.

• Bachelor’s degree in accounting or finance.
• 7+ years of relevant experience, preferably with a financial institution, asset manager, or Big 4 accounting firm.
• CPA designation or a master’s degree in taxation is strongly preferred.
• Able to quickly learn and adapt to new systems and technologies.
• Proven track record of managing multiple priorities and working effectively both independently and collaboratively in a fast‑paced environment.
• Exceptional communication and interpersonal skills to foster strong client and team relationships.
• Willingness to learn new concepts and adapt to an evolving business landscape.
• Highly organized, self‑driven, and detail‑oriented with the ability to maintain a strategic perspective.

The base salary range for this role is $125,000 to $155,000. iCapital offers a compensation package which includes salary, equity for all full‑time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday‑Thursday, with the flexibility to work remotely on Friday.

iCapital is proud to be an Equal Employment Opportunity and Aff… [remaining EEO statement]

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