Job Description
Job Description
We’re hiring a Tax Director/Partner to lead high-level tax strategy and client relationships in the financial services sector. You’ll serve as a trusted advisor to private equity and hedge fund clients, oversee compliance and planning engagements, and help drive business growth. This is a leadership-track opportunity for a seasoned tax professional ready to shape firm strategy and expand market impact.
Roles and Responsibilities
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Advise financial services clients—particularly hedge funds and private equity firms—on complex tax planning, structuring, and compliance
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Build and maintain long-term relationships with key clients and stakeholders
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Identify and mitigate tax risks while ensuring regulatory compliance
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Oversee and review tax returns for accuracy, completeness, and efficiency
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Lead and mentor a team of tax professionals; provide coaching and performance feedback
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Identify new business opportunities and help develop strategic proposals
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Represent the firm in industry networks, conferences, and thought leadership platforms
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Collaborate with internal partners to expand service offerings and cross-sell solutions
Job Requirements
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12+ years of progressive tax experience with a focus on financial services
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Deep expertise working with private equity and hedge fund clients
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Strong understanding of current tax regulations and industry-specific issues
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Proven experience leading and developing tax teams
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Excellent client relationship management and communication skills
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Advanced problem-solving and analytical capabilities
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Proficient in tax software and Microsoft Office tools
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CPA preferred; JD or LLM in Taxation is a plus
Interview Process
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Initial screening call with recruiter
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Technical interview with tax leadership
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Interview with firm partners or senior leadership
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Final round interview
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Offer