Job Description

Leading global investment management firm is looking for an AVP of Corporate Tax & Investment Structuring.

*Hybrid 3 days/week in office*

*$240-$265K Total Comp + Substantial Equity

This highly visible position plays a critical role in providing tax structuring and advisory to the firm’s global investment portfolio.

The role demands a deep understanding of U.S. and international tax law as applied to complex investment structures, and coordination with internal teams to optimize tax outcomes and ensure compliance.

Responsibilities:

Investment Tax Structuring and Advisory

• Evaluate U.S. and non-U.S. tax implications of various investment vehicles.
• Structure investments for optimal tax efficiency, balancing return with risk.
• Collaborate with managers to allocate investments among company's entities to minimize tax liabilities.

Tax Risk Management

• Identify and mitigate risks such as:
• Non-U.S. entities creating U.S. taxable presence (ETBUS / PE risk).
• Improper asset placement within insurance-specific accounts.

Corporate Tax Planning & Legal Analysis

• Model and analyze tax reform impacts and their effect on effective tax rate.
• Assist with legal aspects of tax matters including expense allocation and entity structuring.

Compliance and Financial Reporting Support

• Partner with tax compliance/reporting teams to ensure:
• Accurate financial accounting for investments.
• Adherence to reporting and compliance standards across jurisdictions.

Cross-Border and International Taxation

• Analyze issues related to:
• Tax treaties, Subpart F, PFIC, FTCs, BEAT, PE risk, and transfer pricing
• Global initiatives such as OECD BEPS (Pillar Two).
• Withholding tax regimes and local compliance (UK and beyond).

Qualifications:

• JD required
• 8+ years of experience in corporate tax, ideally with:
• Exposure to structured private equity investment transactions
• Reinsurance or financial services industry experience (preferred but not essential)
• Strong communication and organizational skills

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