Director- Tax, Managed Services (Alternative Assets)

IQ-EQ • Garden City, NY

3d • $175,000 - $210,000 • Hybrid

About The Position

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. The Director will provide high-level technical expertise, oversee multiple projects, drive business growth, and maintain impactful executive-level client relations. This role offers the chance to engage directly with clients, providing tailored solutions and serving as a trusted advisor, securing alignment between client goals and our service offerings.

Requirements

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

Responsibilities

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

Benefits

• 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).

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees