· Oversee the review and timely filing of all federal, state, and local tax returns for domestic fund entities, including Form 1065 partnership returns, Schedule K-1s, and related state filings.
· Manage offshore fund tax reporting obligations, including PFIC statements, Subpart F income analysis, and FBAR/Form 8938 filings.
· Manage the annual Schedule K-1 process end-to-end, coordinating with fund administrators and ensuring on-time delivery to investors.
· Oversee FATCA and CRS compliance obligations, including investor classification, W-8/W-9 documentation, and withholding determinations.
· Oversee tax compliance for the management company and general partner entities, including estimated tax payments and review of carried interest and profits interest allocations.
· Identify and advise on tax planning opportunities to optimize after-tax returns and enhance the firm’s overall tax efficiency, including analysis for new fund launches and restructurings.
· Monitor legislative and regulatory developments and assess their impact on fund structures and compliance obligations.
· Serve as the primary point of contact for investor tax inquiries, including questions related to Schedule K-1s, UBTI, and ECI.
· Maintain a comprehensive tax compliance calendar and develop internal controls to ensure accuracy and consistency across the tax function.
· Coordinate and manage federal, state, and local tax audits and notices, including compliance with IRS partnership audit rules under the Bipartisan Budget Act (BBA).
· Manage relationships with external tax advisors, accounting firms, and specialized tax counsel.
· Partner with the CFO, Controller, Legal, and Compliance teams on cross-functional projects involving tax implications.