Best practice reviews.   

Developing realistic and effective action plans.  

Breaking apart goals into actionable steps.   

Advising on vendor selection and oversight.    

Creating and implementing policies, procedures, and control measures.   

Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.   

Special projects or other areas of need.    

All aspects of the day-to-day management and oversight of preparation of outsourced U.S. federal, state, and local tax returns as well as outsourced international tax filings, statutory accounts, private property, and business licenses for all funds and business entities.     

Establish and maintain the policies and procedures for tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities, including aggregate allocations, trader vs. investor determination, and identifying necessary federal, international, and state investor reporting.   

Oversee, review, and approve outside service providers’ preparation and filing/delivery of estimated and final fund returns, management-company returns, and K-1 reporting in accordance with ASC 740 and IAS 12.    

Lead a team that owns the North American payroll tax process (ensures accurate and timely filing of weekly, semi-monthly, monthly, quarterly, and annual tax returns, respond to and resolve employee tax issues, notices, and audits).  

Select and manage all third party domestic and international tax service providers and vendors.    

Manage U.S. federal, state and local as well as international tax audits and exams by preparing/reviewing responses and appropriate analyses with internal teams, outside tax service providers and external auditors to resolve open items.  

Complete and review various analysis and reports throughout the year to assist with the quarterly/annual budgeting and forecasting process.  

Advise Portfolio Managers and executive leadership on the business impact of proposed and new tax laws, regulations, decisions, and legislation.  

Collaborate with reporting and tax advisors, finance team, and additional business unit leaders, including IT to manage tax data requirements to maintain full responsibility over the tax reporting and compliance process.    

Serve as the subject matter expert to provide assistance to limited partners, investors, and their constituents on tax reporting needs, including periodic estimates and year-end reporting requirements.