Director, Head Of Tax

Cercano Management LLC

Wayzata, Minnesota, United States
Base: $210,000 - $270,000 annually; bonus: discret...
Hybrid
Lead tax review of investment transactions
Own federal state and international tax compliance
Deep technical knowledge of venture capital tax issues
Cercano Management LLC is seeking a Director, Head of Tax to provide tax leadership across their investment advisory and management platforms. The ideal candidate will have extensive experience in tax strategy, compliance, and advisory services, particularly for ultra-high net worth clients and related entities

Job Summary

  • The Director of Tax provides firmwide tax leadership across the investment advisory and investment management platform including advisory services for families and foundations.
  • This role owns tax strategy and technical governance while serving as the senior tax advisor on transaction review, structuring, and documentation across all strategies.
  • Cercano offers a comprehensive benefits package including medical, dental and vision insurance, a Health Savings Account with generous employer contribution, and a 401(k) plan with a 50% match.

Matching Summary

Match Score: 85

Cercano Management LLC is seeking a Director, Head of Tax to provide tax leadership across their investment advisory and management platforms. The ideal candidate will have extensive experience in tax strategy, compliance, and advisory services, particularly for ultra-high net worth clients and related entities.

Salary

Base: $210,000 - $270,000 annually; Bonus: Discretionary bonus program available; Benefits: Medical, dental, vision, HSA, 401(k) match, paid parental leave

Skills & Requirements

Must-have

  • Lead tax review of investment transactions
  • Own federal state and international tax compliance
  • Deep technical knowledge of venture capital tax issues
  • Experience with private equity and private credit structures
  • Ability to negotiate with IRS and tax authorities

Nice-to-have

  • Strong written and oral communication skills
  • Comfortable working in a fast-paced environment
  • Hands-on approach to tax governance
  • Experience with ultra-high net worth clients
  • Ability to simplify complex tax concepts

Key Requirements

  • Minimum 10 years of relevant industry experience in tax
  • CPA certification required
  • B.A. or B.S. in Accounting, Finance, or related field
  • Advanced degree in taxation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter