US Funds Tax Specialist
Funds Tax Specialist | Private Funds | Tax Advisory & Operations | London
A leading professional services team is looking to appoint a Funds Tax Specialist to support a growing international client base of private equity, private credit and alternative investment fund managers.
This is a unique opportunity for a tax professional who enjoys combining technical tax advisory work with practical client solutions. The role offers exposure to a broad range of fund-related tax matters, working closely with investment managers, investors, service providers and legal advisers across multiple jurisdictions.
The Opportunity
You will join a highly regarded team providing outsourced tax management and strategic tax support to private fund clients. Acting as a trusted adviser, you will help clients navigate the increasingly complex tax and reporting obligations that arise throughout a fund’s lifecycle.
The role offers significant client exposure and the opportunity to work on a wide range of cross-border tax matters, including fund launches, investor onboarding, tax compliance, reporting and transaction support.
Key Responsibilities
- Managing tax reporting and compliance processes for private fund clients, including FATCA, CRS and other regulatory filings
- Coordinating fund establishment and onboarding projects, including tax registrations, tax identification requirements and withholding tax processes
- Acting as a key point of contact for clients, custodians, administrators, investors and other stakeholders
- Advising on the tax implications of fund transactions and strategic initiatives
- Reviewing tax provisions within investor side letters and related legal documentation
- Supporting private equity and credit fund managers on operational and transactional tax matters
- Conducting technical tax research and preparing client-facing analysis and recommendations
- Assisting founders, partners and senior executives with personal tax and remuneration-related matters
- Monitoring legislative and regulatory developments impacting asset managers and investment funds
- Mentoring and supporting junior members of the team
About You
Applications are welcomed from tax professionals with:
- CTA, CPA or equivalent professional qualification
- At least 5 years’ relevant tax experience
- Experience gained within a Big Four, professional services, consulting or specialist tax environment
- Strong understanding of private equity, private credit or alternative investment fund structures
- Knowledge of international and cross-border tax issues affecting investment managers and institutional investors
- Experience advising on tax reporting, compliance and fund operations
- Excellent communication and stakeholder management skills
- A proactive and commercially minded approach to problem-solving
Why Apply?
- Work with leading private equity and credit fund managers
- Exposure to sophisticated international tax matters
- Strong emphasis on professional development and progression
- High levels of client interaction and responsibility
- Collaborative and supportive team culture
- Opportunity to develop both technical and commercial expertise in a rapidly growing area of the market
If you are a tax professional with private funds experience and are looking for a role that combines technical excellence, client engagement and long-term career development, we’d be delighted to hear from you.
Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
Please note that your personal information will be treated in accordance with our Privacy Policy.
