Vice President, Tax Advisor

United Statesexecutive

Finance & AccountingTax

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors.

Technical Tools

Finance & AccountingTax

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Advise on tax aspects of fund formation, structuring and operation of private and retail investment funds, separately-managed accounts, and other transaction structures, including entity selection, jurisdiction considerations, and tax covenants and representations
- Assist in negotiating side letters with investors and their counsel
- Work with investors and their counsel to understand the client’s tax risk profile
Advise on U.S. and cross-border tax aspects of primary, secondary, co-investment and direct transactions across private equity, real estate, infrastructure and private credit investment acquisitions and dispositions
- Conduct and oversee tax due diligence to identify material tax risks, filing obligations, withholding exposure and other potential tax leakage
- Evaluate and recommend investment structures based on investor profiles investment protocols and client-specific restrictions
- Advise deal teams on tax risks, structuring alternatives, underwriting assumptions, and acquisition and exit considerations
- Collaborate with internal and external legal teams to draft, review, and negotiate tax provisions in fund, subscription, side-letter, and transaction documents
- Ensure 1446(f) compliance
Instructing and managing external advisors in the completion of the above objectives
Provide support to tax compliance and fund accounting teams to implement and administer executed investments and fund structures
Assist in the maintenance of the existing database of client tax information and implementation of new technologies to enhance investment process
Support legal teams in completing investment subscription materials for fund-of-fund investments
Support the tax compliance team on tax withholding determinations, W-form production and review, entity-classifications and FATCA classifications and other post-closing requirements
As requested, assist investors and their advisors with tax questions and refund claims
Monitor and advise on potential impacts of tax legislative, regulatory and market developments
Provide tax training sessions for various teams, as appropriate

Requirements

~1 min read

JD required
Licensed in good standing
3-6 years of tax-focused private investment fund experience at a nationally recognized law firm. In-house experience, a plus.

Working knowledge of U.S. tax rules on “effectively connected income,” “commercial activity income” and “unrelated business taxable income”
Knowledge of entity classification and investment fund market practices on tax issues
Effective communication and resolution-oriented negotiation skills
Ability to prioritize and manage multiple projects, working with direction from senior team members
Ability to explain complex tax concepts to non-tax professionals

At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Candidates must be at least 18 years old to apply.

Developing People at StepStone

Location & Eligibility

Where is the job

United States

On-site within the country

Who can apply

About this job

Pay per year: $215,000–$227,500 a year; 59% above the $138,750 median for Tax jobs on Jobera (184 salaries).
Who can apply: United States
Posted: Today
Employer: has 56 open jobs on Jobera in 8 countries.