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Head of Tax – Large Debt Lender

Robert Half

This is a Full-time position in Orinda, CA posted March 26, 2021.

Ref ID: 00412-9502881972

Classification: Tax Manager

Compensation: DOE

Our client is a credit investment platform headquartered in San Francisco, with approximately $4 Billion in assets under management. They are seeking somebody with strong tax experience, rooted in the credit and structured lending industry, to head their internal tax team.

In this position, you will manage the tax compliance of the company’s balance sheet, pooled investment vehicles, and management companies. This position provides opportunity to work with members of the firm’s investment teams, to liaise regularly with external tax advisors and will report to the Chief Financial Officer and the Chief Operating Officer.

Responsibilities will include:

  • Manage firm’s federal, state and local tax compliance. Assist with tax planning for management companies.
  • Liaise regularly with external tax advisors.
  • Oversee preparation of quarterly estimates for parent company as well as estimated tax payments.
  • Review firm’s tax allocations and book to tax adjustments.
  • Monitor compliance with tax provisions in fund partnership agreements (e.g. minimization of UBTI/ECI). Implement internal tax policies and procedures to ensure tax compliance.
  • Engage with deal teams and external advisors regarding structuring portfolio investments and to implement appropriate holding company or blocker structures. 

Job Requirements:

Ideal Profile

  1. Degree in Accounting or Master in Tax; CPA required.
  2. Big 4 accounting firm experience or Tax Law experience with Credit Fund clients preferred.
  3. Knowledge and experience with investment partnership accounting and tax compliance.
  4. Strong communication and interpersonal skills.
  5. Detail-oriented, great team player, hard-working, self-motivated, confident, organized and analytical. 

For immediate consideration, please reach out to Charles O’Brien of Robert Half Financial Services on LinkedIn

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (

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