Senior Vice President, Head of Tax

Rockbridge Capital•Columbus, OH

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, which is highly co-sourced with external accounting firms and tax counsel. The role serves as a trusted tax advisor to investment, development, finance, and investor relations teams, combining strategic deal support with disciplined compliance management. The SVP leads compliance across funds, joint ventures, property-level partnerships, and corporate entities; manages external providers’ scope, fees, service levels, and schedules; reviews returns and K-1s; and drives tax notices, payments, and audits through resolution. The role also advises on acquisitions, dispositions, recapitalizations, new vehicles, tax credit and incentive transactions, and structures intended to balance investor needs and maximize after-tax value. Additional responsibilities include leading multi-year corporate and fund-level tax forecasting and quarterly estimates, coordinating tax matters through close and year-end, and serving as a liaison for investors on tax questions, diligence, K-1 timing, and estimates. Success requires strong judgment, established professional relationships, executive presence, commercial awareness, and the ability to manage both planned 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 handle planned, deadline-driven work as well as urgent business requests with calmness and responsiveness.
Ability to achieve results through external partners and work peer-to-peer with firm partners and counsel.
Attention to detail and sound commercial judgment.

Nice To Haves

Active CPA license.
Master’s in Taxation.
Partnership tax experience in real estate, hospitality, or private equity.
Public accounting experience with a large national firm.

Responsibilities

Oversee the strategy and operations of the Rockbridge tax function and its network of external accounting firms and tax counsel.
Lead compliance across funds, joint ventures, property-level partnerships, and corporate entities.
Manage provider scope, fees, service levels, and compliance calendars.
Direct three top-tier national accounting firms, as well as a broader network of firms and tax counsel.
Review returns and K-1s before filing to support accurate and timely investor information.
Coordinate information among Fund, Real Estate and Corporate Accounting, external firms, and joint venture partners.
Conduct regular provider performance reviews and manage fees.
Drive tax notices, payments, and audits through resolution.
Advise investment and development teams on acquisitions, dispositions, recapitalizations, and new vehicles.
Recommend structures that account for different investor types and maximize after-tax value.
Lead tax credit and incentive transactions and translate structures into investment model overlays.
Evaluate transaction feasibility with Accounting, including operational practicality, administrative requirements, and ongoing costs.
Monitor legislation and emerging structures.
Lead multi-year corporate and fund-level tax forecasting and the quarterly estimate process.
Coordinate tax matters at close and year-end to avoid surprises and penalties.
Serve as a tax resource for front-office structuring questions, HR withholding, and other business needs.
Liaise with investors on tax matters in coordination with Investor Relations.
Respond to investor tax questions and manage tax-related due diligence questionnaires and institutional diligence.
Set clear expectations for K-1 timing and estimates and seek efficient outcomes for investors and the firm.