Senior Vice President, Head of Tax

Rockbridge Holdings • Columbus, OH

2d

About The Position

The Senior Vice President, Head of Tax reports to the Chief Financial Officer and oversees the strategy and operations of Rockbridge’s tax function, including relationships with external accounting firms and tax counsel. The role serves as a trusted tax advisor to the investment, development, finance, and investor relations teams. The tax function is highly co-sourced, and the SVP is responsible for ensuring external providers and partnerships operate effectively.

The SVP leads compliance across funds, joint ventures, property-level partnerships, and corporate entities; supports deal structuring and tax credit and incentive transactions; oversees corporate and fund-level tax forecasting; and partners with investors on tax matters. Success requires strong judgment, established professional relationships, executive communication skills, and the ability to manage both scheduled deadlines and urgent business requests.

Requirements

• Bachelor’s degree in accounting.
• At least 12 years of progressively responsible partnership tax experience.
• Experience directing large, complex tax engagements.
• Established network across the tax community, including accounting firms, tax attorneys, and industry peers.
• Executive presence and ability to explain complex tax matters plainly to leadership, investors, and non-tax teams.
• Ability to manage planned, deadline-driven work as well as urgent business requests while remaining calm and responsive.
• Ability to achieve results through outside partners and work peer-to-peer with firm partners and counsel.
• Detail-oriented, with sound commercial judgment.

Nice To Haves

• Active CPA license is highly desired.
• Master’s degree in Taxation is a plus.
• Partnership tax experience in real estate, hospitality, or private equity is preferred.
• Public accounting experience with a large national firm is a plus.

Responsibilities

• Oversee the strategy and operations of the tax function and its external accounting firms and tax counsel.
• Own scope, fees, service levels, and calendars for tax compliance across funds, joint ventures, property-level partnerships, and corporate entities.
• Direct national accounting firms and other providers performing compliance work.
• Review tax returns and K-1s before filing to help ensure accurate, timely investor information.
• Coordinate information among Fund, Real Estate and Corporate Accounting, external firms, and joint venture partners.
• Conduct provider performance reviews and manage fees.
• Drive tax notices, payments, and audits through resolution.
• Work with investment and development teams on acquisitions, dispositions, recapitalizations, and new vehicles.
• Advise on structures that address different investor needs and maximize after-tax value.
• Lead tax credit and incentive transactions and translate structures into investment model overlays.
• Evaluate tax feasibility with Accounting, including operational practicality, administrative requirements, and ongoing costs.
• Monitor legislation and emerging tax structures.
• Lead multi-year corporate and fund-level tax forecasting and quarterly tax estimates.
• Manage tax matters at close and year-end to avoid surprises and penalties.
• Serve as a tax resource for business structuring questions and HR withholding.
• Liaise with investors on tax matters in partnership with Investor Relations.
• Handle investor tax questions, due diligence questionnaires, and institutional diligence.
• Set expectations for K-1 timing and tax estimates.
• Seek tax outcomes that are efficient for both investors and the firm.

What This Job Offers

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