VP, Tax Counsel - Alternative Investments

Jefferies New York City Metropolitan Area, NY $175,000 - $225,000
Full Time Executive Level 3+ years

Posted 1 week ago

Interested in this position?

Upload your resume and we'll match you with this and other relevant opportunities.

Upload Your Resume

About This Role

This role involves providing day-to-day tax advisory coverage for the firm's alternative investment businesses, evaluating transactions for tax risks, and advising on new fund structures and revenue share arrangements.

Responsibilities

  • Assist with day-to-day advisory coverage of the asset management business by maintaining expertise in US tax law and understanding the business
  • Evaluate transactions by performing due diligence, identifying tax risks, and making recommendations
  • Coordinate with external advisors on US and non-US tax matters
  • Participate in the negotiation of side letters
  • Research and communicate clear and concise tax findings to the Managing Director
  • Work on new funds and revenue share arrangements, advising on entity-specific and transactional structures
  • Evaluate various tax elections and comment on legal documents (partnership agreements, offering documents, etc.)
  • Support asset management tax compliance manager to ensure complete and timely investor reporting
  • Draft legal memoranda for technical analysis of tax positions for FIN 48 purposes
  • Coordinate with internal and external tax and accounting teams

Requirements

  • J.D.
  • 3+ years of relevant tax experience
  • Project management skills
  • Ability to plan, prioritize and manage multiple projects and meet deadlines
  • Ability to identify and assess tax risks
  • Excellent written and verbal communication skills
  • Attention to detail and excellent organizational skills
  • Proficiency with online tax research tools (e.g., RIA Checkpoint or BNA)
  • Good team player, able work collaboratively and build cross functional relationships

Qualifications

  • J.D.
  • 3+ years of relevant tax experience

Nice to Have

  • LL.M. in Tax

Skills

Problem Solving * Communication * Organizational skills * Teamwork * Project Management * BNA * RIA Checkpoint *

* Required skills

About Jefferies

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

Finance
View all jobs at Jefferies →