Senior Tax Counsel / Lead Tax Counsel

Partners Group AG • Broomfield, MI

4d • $180,000 - $250,000

About The Position

Partners Group is seeking an experienced, commercially minded tax professional to lead Americas tax operations and the tax implementation of new investment products, structures, and strategic initiatives. The role oversees tax compliance, accounting, governance, controls, documentation, and service-provider performance across investment vehicles and management entities. It also leads the tax workstream for new product launches, ensuring tax requirements are addressed during product design and incorporated into fund documentation, reporting, systems, controls, and operating procedures before launch.

The successful candidate combines expertise in regulated investment company taxation, tax accounting, and investment fund taxation with leadership, process improvement, and project management capabilities. The role builds scalable, well-controlled processes, reduces key-person dependency, and serves as a senior partner to Product Structuring, Product Management, Legal, Operations, Finance, Fund Control, Investor Relations, and external advisors.

The position leads tax operations for Americas private markets investment vehicles and management entities; manages federal, state, local, and applicable international tax compliance and reporting; and establishes governance, controls, documentation, review standards, and risk-management procedures. It manages external firms and providers, develops tax professionals, and serves as an escalation point for complex operational matters.

The role leads tax implementation for new products, including private wealth products, regulated funds, BDCs, evergreen vehicles, insurance solutions, and alternative investment structures. It identifies tax risks and implementation needs during product design, owns implementation plans, and coordinates cross-functional delivery of required documentation, reporting, controls, systems, and procedures.

The position provides technical leadership on tax accounting for funds, management companies, and regulated investment vehicles, including ASC 740 analyses, uncertain tax positions, valuation allowances, deferred taxes, tax reserves, and provision-related matters. It supports NAV-related tax matters and serves as a subject matter expert in RIC and BDC taxation, Subchapter M, investment fund and partnership taxation, state and local taxation, and investor tax reporting. It also leads audit readiness and technical responses, monitors legislative and regulatory developments, and implements scalable operating models, processes, technology, automation, and performance reporting.

The base pay range is $180,000–$250,000. Performance-based bonus and equity are additional components of total compensation.

Requirements

• JD, LLM in Taxation, and/or CPA.
• At least 8 years of relevant experience in investment management, asset management, public accounting, law firm practice, or a combination thereof.
• Significant experience with investment fund taxation, ASC 740, federal and state compliance, and investor tax reporting.
• Demonstrated experience leading complex tax operations, reporting, compliance, or transformation functions.
• Strong process design, project management, and program management capabilities.
• Experience leading cross-functional initiatives involving tax, legal, finance, operations, product teams, and external advisors.
• Ability to exercise sound judgment, prioritize risk, and communicate complex matters clearly to senior stakeholders.

Nice To Haves

• Experience with BDCs/RIC taxation, private credit, private equity, insurance-dedicated funds, evergreen structures, or cross-border investments.
• Experience designing tax operating models and implementing new investment products.
• Experience managing Big Four accounting firms, external counsel, administrators, and other service providers.
• Experience with tax technology, workflow tools, data governance, automation, and operational transformation.
• Experience in a global asset management or private markets organization.

Responsibilities

• Lead the Americas tax operations function for private markets investment vehicles and management entities.
• Oversee federal, state, local, and applicable international tax compliance and reporting.
• Establish governance, controls, documentation, review standards, and risk-management procedures.
• Serve as the escalation point for complex operational matters, tax notices, data delays, advisor issues, and deadline risks.
• Manage external accounting firms, legal counsel, administrators, and tax technology providers.
• Lead and develop tax professionals, promoting accountability, collaboration, and operational excellence.
• Lead the tax workstream for new products, including private wealth products, regulated funds, BDCs, evergreen vehicles, insurance solutions, and alternative investment structures.
• Partner with Product Structuring, Legal, Product Management, Finance, Fund Control, and Operations throughout product development.
• Identify tax risks, dependencies, data requirements, service-provider needs, and implementation considerations during product design.
• Own the tax implementation plan and ensure required documentation, reporting, controls, systems, and operating procedures are in place before launch.
• Drive cross-functional execution against agreed milestones, responsibilities, and deliverables.
• Provide technical leadership on tax accounting matters affecting funds, management companies, and regulated investment vehicles.
• Oversee ASC 740 analyses, uncertain tax positions, valuation allowances, deferred taxes, tax reserves, and provision-related matters.
• Support NAV-related tax matters and coordinate with Finance, Fund Control, auditors, and administrators.
• Serve as a subject matter expert in RIC and BDC taxation, Subchapter M, investment fund and partnership taxation, state and local taxation, and investor tax reporting.
• Monitor legislative and regulatory developments and translate technical matters into practical recommendations.
• Lead audit readiness, technical memorandum development, and responses to auditor or regulatory inquiries.
• Develop scalable tax operating models, integrated calendars, documented procedures, responsibility matrices, and control standards.
• Implement workflow, data, technology, automation, and AI-enabled solutions to improve quality, transparency, and efficiency.
• Establish performance reporting for deadlines, quality, capacity, risk, and service-provider performance.
• Reduce key-person dependency through standardization, knowledge management, succession planning, and cross-training.
• Apply disciplined project management to complex tax initiatives and product launches.

Benefits

• Medical, dental, and vision coverage.
• 401(k) with Roth and pre-tax options and company match.
• 25 vacation days and 13 holidays annually.
• One-month sabbatical after every five years of service.
• Company-paid life and disability insurance.
• Education assistance program.
• Lunch stipend.
• Performance-based bonus and equity as additional components of total compensation.
• Professional, international, and high-performing work environment.
• Challenging, rewarding career within a growing company.
• Collaborative environment with on-the-job training and mentorship opportunities.
• Wellness package.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior