Director, Tax Managed Services

IQ-EQ-posted 1 day ago

$175,000 - $210,000/Yr

Full-time • Director

Hybrid • Dallas, NY

5,001-10,000 employees

Resume

Match Score

Upload and Match ResumeTrack Jobs with Teal

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.

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.

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.

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).

Track Jobs with Teal

Job Search Resources

•

Resume Builder

•

Resume Examples

•

Cover Letter Examples

Director, Tax Managed Services

Job Search Resources

Tools

Career Hubs

Guides

Company