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.

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