This range is provided by Atlantic Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $160,000.00/yr

Additional compensation types

Annual Bonus

Associate Director @ Atlantic Group - Executive Search, Recruitment

About the Role:

This role will be responsible for managing tax compliance, reporting, and strategic planning for investment funds and related entities. The ideal candidate is a proactive, detail-oriented professional who thrives in a fast-paced environment and has a deep understanding of partnership tax, fund structures, and financial services taxation.

Key Responsibilities:

• Oversee tax compliance and reporting for private equity/private debt funds , including partnerships, SPVs, and other investment structures.
• Manage the preparation and review of federal, state, and international tax filings, including K-1s, 1065s, and related schedules.
• Ensure compliance with partnership tax regulations and evolving tax laws affecting investment funds.
• Provide strategic tax planning and structuring advice to optimize fund performance and investor returns.
• Collaborate with cross-functional teams, including finance, legal, and external tax advisors , to address complex tax matters.
• Analyze carried interest, waterfall allocations, and management fee structures to ensure accurate tax treatment.
• Lead tax due diligence for fund formations, acquisitions, and other investment transactions.
• Identify and implement process improvements for tax compliance and reporting efficiency.
• Manage tax audits and liaise with regulatory agencies as needed.
• Mentor and develop junior tax professionals within the team.

Qualifications & Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).
• CPA required ; additional tax certifications (e.g., MST) are a plus.
• 5+ years of tax experience , with a combination of public accounting (Big 4 or top-tier CPA firm) and private equity/private debt industry exposure .
• Strong technical knowledge of partnership taxation, Subchapter K, carried interest, and fund structures .
• Experience with fund tax compliance, investor reporting, and tax planning strategies .
• Familiarity with tax technology and software (e.g., GoSystem, OneSource, Alteryx) is a plus.
• Excellent analytical, communication, and leadership skills.
• Ability to manage multiple priorities and work in a fast-paced, deadline-driven environment.

Why Join Us?

• Competitive salary & performance-based bonuses
• Exposure to complex, high-value investment structures
• Collaborative and dynamic work environment

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing and Finance

Industries

Staffing and Recruiting, Financial Services, and Venture Capital and Private Equity Principals