• Tax Director - Private Credit

    Robert Half Finance & Accounting (New York, NY)


    Description

    Robert Half Financial Services are hiring for a Private Credit Tax Director role for a global Investment firm with offices in downtown Manhattan and White Plains New York. Our client requires an active CPA with 12+ years Private Credit Tax experience at an Investment firm or Big 4/Public firm, with knowledge of Private Credit, Debt, CLO, Direct Lending or Distressed Lending. The role requires 3 days per week in the downtown Manhattan or White Plains New York office, with 2 days remote.

     

    The Private Credit Tax Director is responsible for the strategic development of tax related policy and documentation, oversight of third party service firms and being an active participate in business related decisions to help make proper tax determinations while mitigating tax related risks for Private Credit Funds.

    Responsibilities

    + Managing internal tax senior manager, outsourced tax compliance, and outsourced tax advisory relationships including the following points of emphasis

    + Tax structuring for private credit funds, including existing funds and new product launches

    + Taxability of transactions, including loan origination, distressed debt, debt restructuring, and CLOs.

    + Onboarding of new investors with respect to FATCA, CRS, and other similar tax regime reporting requirements

    + Accounting for income taxes under ASC 740

    + Tax estimates, including complex partnership allocations

    + Withholding associated with foreign earnings/dividends/distributions

    + Entity dissolution as it relates to tax filings

    + Corporate tax estimates

    + Tax impact/pro forma calculations for potential investors

    + General client tax questions

    + Liaison between US and international tax teams

    + Education of internal teams or clients on new tax rulings/changes in tax code

    + Departmental tax policies and positions taken

    + Tax engagement logistics for Funds/JVs

    + Tax tracker monitoring

    + Review procedures for returns

    + Control owner for Private Credit Funds SOX topics

    + Support for Closings Team

    + IRS/State tax notices

    + Tracking acquisitions/dispositions of legal entities related to tax filings

    Requirements

    Qualifications:

    + Active CPA license

    + 12+ years Private Credit Tax experience at an Investment firm or Big 4/Public firm

    + Knowledge of Private Credit, Debt, CLO, Direct Lending or Distressed Lending

    + Thorough understanding of Private Credit Fund tax issues, tax filings, and investment holdings

    + Expertise in Private Credit Fund structures/vehicles

    + Experience leading complex tax related initiatives and interpreting tax guidance for business leaders

    + Bachelors or Masters in Accounting or Taxation

     

    The Private Credit Tax Director role requires 3 days per week in the downtown Manhattan or White Plains New York, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $200-250k base plus 20% target cash bonus plus equity and excellent benefits. If your profile matches the above criteria, please add me on LinkedIn and email me directly, Trishan Khareghat

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .