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Tax Director

Santa Monica, CA 90401

Posted: 05/02/2024 Job Titles: TAX - Director of Tax Job Number: 5101 Pay Rate: 220,000

Job Description

Our client is a well-known and prestigious private equity firm that is looking to hire a tax director to oversee mergers and acquisitions as well as their portfolio companies' tax compliance. 

This director will partner with the CFO on all tax matters and be responsible for the tax compliance and strategy for the organization. 

Responsibilities include but are not limited to:
  • Become familiar with legal and tax structures of 50+ portfolio companies and implications for domestic and international tax compliance.
  • Work with investment teams, CFO, GC, outside counsel and M&A Advisors to identify and mitigate tax risks as well as analyze proposed restructuring, acquisition, and sale transactions. Identify and structure investments by creating blocker corps, as necessary, to mitigate unwanted Effectively Connected Income (“ECI”) and Unrelated Business Taxable Income (“UBTI”). 
  • Prior to and once a portfolio company has been purchased and/or restructured, work with the portfolio company accounting team and external tax compliance providers to ensure their understanding of the transaction is captured correctly and accurately. Review the portfolio company tax reporting to make sure it is reflecting the nuances of the transaction(s) that took place and review capitalization tables for accuracy. 
  • Help portfolio companies maintain their tax functions to ensure timely and accurate tax reporting to GP.
  • Review portfolio company P&L and tax returns to determine any tax leakage and look for tax efficiencies that should be implemented.
  • Assist portfolio company accounting teams and their third party tax compliance providers to ensure compliance with the Foreign Account Tax Compliance Act (“FATCA”), Common Reporting Standards (“CRS”) and other tax regulatory regimes.
  • Work with portfolio company accounting teams and external tax accountants to review annual federal, state and other returns for compliance with laws and regulations within specified time frames. Some annual tasks related to the portfolio company filings include but are not limited to the following:
    • Review book/tax differences and partner allocations.
    • Analyze equity/debt reorganizations to determine proper tax treatment and disclosure.
    • Review market discount/original issue discount calculations for accuracy and tax conformance.
    • Review draft/final Schedule K-1s/tax returns for reporting accuracy before disseminating and filing.
  •  Assist portfolio company accounting teams with managing and coordinating tax audits, if any.
  • Stay abreast of new/changed tax regulations pertaining to portfolio companies and communicate to portfolio company accounting teams and pertinent deal and accounting teams.

Job Requirements:
  • Bachelor's degree in Accounting, Finance or equivalent
  • CPA preferred
  • Min of 10 yrs. of progressive tax experience in the financial services industry

Meet Your Recruiter

Chloe Bachner, CPA
Recruiting Manager

Chloe is a former Big 4 CPA with a Bachelor's and Master's of Accountancy degrees from the University of San Diego.  Chloe was born and raised right here in in Orange County.  Prior to joining Alliance Resource Group, she was an Experienced Hire Recruiter for a large regional Public Accounting firm in Irvine.

As a huge animal advocate, Chloe volunteers her time to rescue dog organizations.  She lives by the mantra "Adopt, Don't Shop" and encourages everyone to do the same.

A perfect day for Chloe would find her, her husband Stephen and their dog Kona taking a walk at the beach during the day, followed by a home cooked meal paired with some nice wine.

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About Santa Monica, CA

Discover your next career opportunity in the vibrant city of Santa Monica, California! This beachside gem, located in Los Angeles County, offers a perfect blend of work and play. With renowned art galleries like the Bergamot Station Arts Center, iconic landmarks such as the Santa Monica Pier, and a diverse culinary scene that caters to all tastes, Santa Monica provides a unique and exciting backdrop for professional growth. From strolls along the picturesque Palisades Park to catching a show at the historic Santa Monica Playhouse, this area beckons job seekers with its irresistible charm and endless possibilities. Explore our job listings and take the next step towards an enriching career in this dynamic region.