Description:

What it's about
Partners Group is seeking an experienced, commercially minded tax professional to lead Americas tax operations and the tax implementation of new investment products, structures, and strategic initiatives.

This individual will oversee tax compliance, accounting, governance, controls, documentation, and service-provider performance across a growing portfolio of investment vehicles and management entities. The role will also support the tax workstream for new product launches, ensuring tax requirements are identified during product design and incorporated into fund documentation, reporting, systems, controls, and operating procedures before launch.

The successful candidate will combine technical expertise in regulated investment company taxation, tax accounting, and investment fund taxation with strong leadership, process improvement, and project management capabilities. The individual will build scalable, well-controlled processes, reduce key-person dependency, and serve as a senior partner to Product Structuring, Product Management, Legal, Operations, Finance, Fund Control, Investor Relations, and external advisors.

Key Responsibilities:
Tax Operations Leadership

Lead the Americas tax operations function for private markets investment vehicles and management entities.
Oversee federal, state, local, and applicable international tax compliance and reporting.
Establish effective governance, controls, documentation, review standards, and risk-management procedures.
Serve as the escalation point for complex operational matters, tax notices, data delays, advisor issues, and deadline risks.
Manage external accounting firms, legal counsel, administrators, and tax technology providers.
Lead and develop tax professionals while promoting accountability, collaboration, and operational excellence.

Product Development & Implementation

Lead the tax workstream for new products, including private wealth products, regulated funds, BDCs, evergreen vehicles, insurance solutions, and alternative investment structures.
Partner with Product Structuring, Legal, Product Management, Finance, Fund Control, and Operations throughout the product-development lifecycle.
Identify tax risks, dependencies, data requirements, service-provider needs, and implementation considerations during product design.
Own the tax implementation plan and ensure required documentation, reporting, controls, systems, and operating procedures are in place before launch.
Drive cross-functional execution against agreed milestones, responsibilities, and deliverables.

Tax Accounting & Technical Leadership

Provide technical leadership on tax accounting matters affecting funds, management companies, and regulated investment vehicles.
Oversee ASC 740 analyses, uncertain tax positions, valuation allowances, deferred taxes, tax reserves, and provision-related matters.
Support NAV-related tax matters and coordinate with Finance, Fund Control, auditors, and administrators.
Serve as a subject matter expert in RIC and BDC taxation, Subchapter M, investment fund and partnership taxation, state and local taxation, and investor tax reporting.
Monitor legislative and regulatory developments and translate complex technical matters into practical recommendations.
Lead audit readiness, technical memorandum development, and responses to auditor or regulatory inquiries.
Develop scalable tax operating models, integrated calendars, documented procedures, responsibility matrices, and control standards.
Implement workflow, data, technology, automation, and AI-enabled solutions that improve quality, transparency, and efficiency.
Establish performance reporting for deadlines, quality, capacity, risk, and service-provider performance.
Reduce key-person dependency through standardization, knowledge management, succession planning, and cross-training.
Apply disciplined project management to complex tax initiatives and product launches.

What we expect:
Required:

JD, LLM in Taxation, and/or CPA
At least 8 years of relevant experience in investment management, asset management, public accounting, law firm practice, or a combination thereof.
Significant experience with investment fund taxation, ASC 740, federal and state compliance, and investor tax reporting.
Demonstrated experience leading complex tax operations, reporting, compliance, or transformation functions.
Strong process design, project management, and program management capabilities.
Experience leading cross-functional initiatives involving tax, legal, finance, operations, product teams, and external advisors.
Ability to exercise sound judgment, prioritize risk, and communicate complex matters clearly to senior stakeholders.

Preferred:

Experience with BDCs/RIC taxation, private credit, private equity, insurance-dedicated funds, evergreen structures, or cross-border investments.
Experience designing tax operating models and implementing new investment products.
Experience managing Big Four accounting firms, external counsel, administrators, and other service providers.
Experience with tax technology, workflow tools, data governance, automation, and operational transformation.
Experience in a global asset management or private markets organization.