Arootah

Arootah is a premier advisory and coaching firm empowering finance executives to unlock peak performance and offering elite services for alternative investment funds, business development, and wellness modalities in NYC.

Professional Services

Industrials

11-50 (20)

28 open positions

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Fractional Director of Tax (Advisor Network)

1 month, 1 week ago

Anywhere

Contract

Lead

Accounting Manager

Finance and Accounting

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Arootah

Professional Services

11-50

View All Jobs 28

Description

Advise alternative asset firm and family office clients on tax compliance, reporting, and planning matters.
Develop, implement, and maintain tax-compliance and tax-reporting policies and processes.
Review best practices and translate goals into realistic, actionable plans.
Advise on vendor selection, oversight, and third-party tax service providers.
Oversee outsourced U.S. federal, state, local, and international tax filings and related records.
Establish and maintain policies for tax workpapers, allocations, tax returns, and investor reporting.
Research transactional and tax planning issues, including aggregate allocations and trader vs. investor determinations.
Oversee and approve estimated and final fund returns, management-company returns, and K-1 reporting.
Lead the North American payroll tax process and resolve employee tax issues, notices, and audits.
Advise portfolio managers and executive leadership on the impact of new tax laws and regulations.

Requirements

Bachelor’s degree in Accounting, Economics, Finance, Mathematics, or a related field.
CPA designation and/or an advanced degree (MST).
10+ years of prior work experience, specifically as a Director of Tax for an Alternative Asset Firm or Family Office.
5+ years of proven experience with tax preparation, fund accounting, general ledger accounting, or Big 4 accounting/tax experience.
Demonstrated understanding of Subchapter K, financial products, wash sale and constructive sale rules, and aggregate allocations.
In-depth understanding of tax treatment across investment types, asset classes, financial instruments, and vehicle structures.
Extensive compliance experience with the IRS and foreign tax authorities.
Expertise with Microsoft Word and Excel, and tax planning/preparation software such as ProSystem fx or CCH Access Tax.

Benefits

Project-based engagements that can fit around existing commitments.
Access to opportunities across hedge funds, private equity firms, and family offices.
Arootah handles client origination and engagement management so advisors can focus on delivery.

Interested in this position?

Apply directly on the company website

Apply Now

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