Director of Tax
Location: Minneapolis area
Job Type: Onsite
Salary: $180-210k + bonus
Client/Job Summary:
Our client is an investment management firm looking for a Director of Tax to lead tax compliance, planning, and process management across a complex portfolio of investment funds, management entities, and related structures. This is a highly visible role offering broad exposure across tax, operations, accounting, legal, and fund administration.
Ideal candidates have experience owning a tax function and being a bridge between internal teams and external advisers. Ideally, experience also includes partnership tax, ownership of a tax function, an understanding of investment vehicles, and an operator mindset.
Key Responsibilities:
- Oversee the annual tax compliance process across multiple partnership and corporate entities, including preparing state, local, federal, and other tax filings
- Review partnership returns, K-1s, tax workpapers, and book-to-tax reconciliations prepared by external providers
- Manage relationships with external tax advisors, auditors, lenders, and fund administrators
- Research and analyze tax implications related to investments, financings, restructurings, new entities, and investor-specific requirements
- Coordinate investor tax reporting, multi-state filings, and ongoing tax compliance requirements
- Improve tax processes, controls, documentation, and reporting workflows
- Partner with internal stakeholders across finance, legal, operations, and investment teams to resolve tax issues and support strategic initiatives
Key Qualifications:
- Bachelor's degree in accounting, finance, or taxation
- 6+ years of tax experience with significant exposure to partnerships and investment-related entities
- Experience within public accounting, alternative investments, asset management, private credit, private equity, hedge funds, or family office environments
- Strong understanding of partnership taxation, investor reporting, multi-state compliance, and fund structures
- Proven ability to review complex returns, manage third-party providers, and drive projects through completion
- CPA, MST, or other advanced tax credentials preferred
