Tax Partner; Asset Management
Listed on 2026-01-09
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Finance & Banking
Wealth Management
Lead Tax Partner – Asset Management
Location:
Bay Area
Industry: Asset Management / Alternatives
An exceptional opportunity has just opened in the Bay Area for a Lead Tax Partner specialising in Asset Management. This position was created in direct response to rapidly growing market demand, making it a rare chance to step into a high‑impact leadership role at exactly the right moment.
You will be working alongside a well‑known name in Asset Management Tax Technology on the West Coast. In this role, you’ll serve as the relationship lead and go‑to‑market specialist, partnering directly with marquee asset management brands.
Your remit includes overseeing a significant tax compliance portfolio, supported by a highly sophisticated, tech‑enabled team, whilst driving high‑value tax advisory projects/conversations and being at the fore front of how the market is adapting to an array of changes in the Asset Management/Alternatives space.
In this role, you’ll gain exposure to a broad spectrum of asset classes—including hedge funds, private equity, venture capital, and crypto—giving you a uniquely diversified platform to deepen your technical expertise and expand your market influence.
Whether you’re currently in‑house and seeking a new challenge, considering a move to the West Coast, or sitting within a competitor and weighing your next step, this is a truly unique opportunity.
Key Responsibilities- Oversee a significant tax compliance portfolio with a tech‑enabled team.
- Drive high‑value tax advisory projects and conversations.
- Lead the market adaptation to changes in the Asset Management/Alternatives space.
- Serve as the relationship lead and go‑to‑market specialist with marquee asset management brands.
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