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Financial Services, Investment Management, Private Equity

Vice President, Tax Advisor

New YorkOnsiteFull TimeVice President$215,000–$227,500 /yrPosted 16 days agoVisa sponsorship available

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Required skills

  • tax advisor
  • fund formation
  • structuring
  • private investment funds
  • retail investment funds
  • separately-managed accounts
  • transaction structures
  • entity selection
  • jurisdiction considerations
  • tax covenants

Nice to have

  • in-house experience

Role summary

Seeking a Vice President, Tax Advisor with 3-6 years of tax-focused private investment fund experience. This role involves advising on the tax aspects of fund formation, structuring, and operations, including entity selection and cross-border considerations. Responsibilities include conducting tax due diligence, negotiating tax provisions in legal documents, ensuring 1446(f) compliance, and supporting tax compliance and accounting teams. The ideal candidate will have a strong working knowledge of U.S. tax rules related to investment funds and effective communication and negotiation skills. In-house experience is a plus.

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.

Essential Job Functions

  • 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

    • Education and/or Work Experience Requirements

  • 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.

    • Required Knowledge, Skills, and Abilities

  • 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

    • Salary Range: $215,000 - $227,500

    The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

    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.

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