Description We are looking for an accomplished tax leader to oversee sophisticated investment-related tax matters with a growing Investment Management firm in the Minneapolis MN Market. This role works closely with senior leadership, investment professionals, legal partners, and outside advisors to guide transaction analysis, entity structuring, compliance oversight, and tax planning. The ideal candidate brings strong technical depth, practical judgment, and the ability to manage complex issues independently while supporting broader business objectives in a fast-moving environment.

Responsibilities:

• Evaluate the tax impact of prospective and active investments across multiple investment strategies.
• Design and implement tax-efficient ownership and investment structures for U.S. taxable, tax-exempt, and non-U.S. investors.
• Collaborate with legal and deal teams to review, interpret, and negotiate fund formation and transaction documents with tax implications.
• Prepare and maintain clear written analyses, memoranda, and internal guidance that document tax conclusions, assumptions, and risk considerations.
• Direct federal, state, and international tax compliance activities for funds and related entities, including estimates, return review, and distribution planning.
• Advise investment stakeholders on tax issues tied to acquisitions, restructurings, exits, and other liquidity events, highlighting risks and planning opportunities.
• Lead audit and controversy support efforts by coordinating responses to tax authority inquiries and helping defend positions taken on filed returns.
• Drive tax-related projects, strengthen internal controls and documentation practices, and support improvements in scalable processes and technology.
• Manage relationships with external tax advisors, service providers, and relevant tax authorities while elevating significant policy or strategic matters to senior tax leadership.with Requirements
• Bachelor's degree in Accounting, Finance, or a related discipline from an accredited institution.
• At least 8 years of progressive tax experience, ideally combining industry exposure with a background in public accounting.
• Strong knowledge of transaction tax, tax structuring, and tax planning strategies within investment-focused environments.
• Experience supporting multiple investment strategies, including partnership-related tax matters.
• Proven understanding of domestic tax rules as well as international tax compliance requirements.
• Ability to assess technical tax issues independently and communicate practical recommendations to cross-functional stakeholders.
• Advanced degree in taxation or a closely related field is preferred.
• CPA certification is required.

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