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Manager/VP, Tax - Private Wealth

StepStone Group · La Jolla, California, US · On-site

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About the role

We are seeking a VP or Tax Manager to join our Tax team with a primary focus on Alternative RIC (Regulated Investment Company) reporting and compliance. This is a hands-on role within a new and growing fund structure, offering an exceptional opportunity for someone who wants broad exposure to alternative fund taxation and the chance to help build something from the ground up.

What they're looking for

  • Bachelor’s degree in Accounting, Finance, or Taxation, CPA or MST highly desirable
  • 8 to 12 years of progressive tax experience in asset management, mutual funds, or alternative investments
  • Solid expertise in RIC taxation and Subchapter M compliance
  • Experience with international tax filings, including Forms 8865, 5471, 926, 8621, and FBAR
  • Working knowledge of partnership taxation, including the ability to receive, interpret, and apply Schedule K-1 information within a fund tax context
  • Exposure to tax provisions under ASC 740, GAAP-to-tax reconciliations, and financial statement disclosures preferred
More about this role

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

We are seeking a VP or Tax Manager to join our Tax team with a primary focus on Alternative RIC (Regulated Investment Company) reporting and compliance. This is a hands-on role within a new and growing fund structure, offering an exceptional opportunity for someone who wants broad exposure to alternative fund taxation and the chance to help build something from the ground up. Reporting directly to the Managing Director, this person will work alongside our Big 4 advisors and internal teams to execute across RIC compliance, international filings, partnership tax basis tracking, and tax provisions. The right candidate is organized, detail-oriented, and motivated to help drive processes forward, contributing meaningfully to how the tax function takes shape as the business grows.

  • Support end-to-end RIC tax reporting and compliance for...

Read the full posting on StepStone Group's site ↗

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