Senior Director of Tax

We are looking for an accomplished tax leader to guide tax strategy and oversight across a sophisticated investment platform based in Twin Cities, Minnesota. This role serves as a key advisor on transaction matters, fund structures, and investor considerations while working closely with Finance, Legal, Investments, Client Service, and external specialists. The ideal candidate brings strong technical depth, sound judgment, and the ability to translate complex tax matters into practical guidance for internal teams and clients.

Responsibilities:

• Direct tax analysis for investment activity across private equity, private credit, venture capital, and related investment structures, ensuring issues are addressed early in the deal process.

• Develop tax-efficient approaches for domestic taxable investors, tax-exempt entities, and international investors while balancing business objectives and regulatory considerations.

• Collaborate with legal partners on the review and negotiation of fund, financing, subscription, and side agreement documentation to address tax implications and protect stakeholder interests.

• Prepare and maintain clear written support for tax positions, including memoranda, technical analyses, and internal guidance that outline assumptions, conclusions, and risk considerations.

• Oversee federal, state, and international tax compliance for funds and related entities, including estimates, return review, and distribution planning.

• Advise investment professionals on the tax impact of acquisitions, restructurings, exits, and other liquidity events to support informed decision-making.

• Monitor legislative and regulatory developments and communicate relevant changes to clients, leadership, and internal teams in a practical and timely manner.

• Support tax audits and inquiries by developing response strategies, defending positions taken on filings, and coordinating with federal, state, local, and foreign tax authorities as needed.

• Provide high-quality client support through ongoing communication regarding taxable income expectations, annual reporting deliverables, and tax matters affecting investment vehicles.

• Lead the tax function by setting priorities, guiding team and external service providers, and strengthening processes to deliver accurate work in a deadline-driven environment.

• 10+ years of progressive tax experience, including leadership responsibility within investment management, advisory, or related financial services environments.

• Deep knowledge of tax matters affecting private equity, venture capital, private credit, fund of funds, and other complex investment structures.

• Demonstrated expertise in transaction structuring, due diligence, and tax review for domestic, foreign, and tax-exempt investors.

• Strong background in federal, state, and international tax compliance, with the ability to oversee complex reporting obligations across multiple entities.

• Experience advising on partnership allocations, carried interest arrangements, and multi-tier investment structures.

• Proven ability to assess tax risk, document technical positions, and communicate practical recommendations to senior stakeholders and clients.

• CPA designation required.

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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.

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