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Tax Director Investments

New Haven, CT, United States of America
Full Time
Posted by SDL Search Partners

SDL Search Partners recently engaged on an exclusive Tax Director search, with an incredibly prestigious and well-established investment management firm.

This organization has a long history of success and a strong reputation as a mission-driven investment fund.

The leadership team is looking to bring in a Tax Director in a newly created role, focused heavily on tax strategy, building relationships cross-functionally across the organization, partnering with Head Counsel and Managing Director. This role requires an expert level of research abilities, a strong background in investment tax issues, and an executive presence, ability to build relationships internally and externally and execute on a tax vision and strategy to support the firms continued commitment to excellence.

The Tax Director should have 10 - 20 years mixed between Big Four/public accounting tax experience & PE/hedge fund experience, a CPA and JD.

The team works on a hybrid schedule near New Haven, CT. The firm offers a generous base salary, bonus, and fantastic benefits & retirement plan. Relocation candidates will be considered.

Requirements:

  • BS, Accounting, Finance, or related
  • CPA and JD required
  • 10 - 20 years total experience, ideally a mix of Big Four experience & in-house asset management/investment management tax experience
  • Some prior experience working as an attorney, tax focus, or otherwise, a plus, but not required.
  • Expert level tax knowledge in the investment management space
  • Exceptionally strong relationship building skills, communication abilities and business partnering skills
  • Ability to negotiate, influence and act as a strategic business partner within the organization
  • Desire to work for a mission-driven organization
  • Excellent research and problem-solving skills

Interested candidates, please reach out: (see below)

New Haven, CT, United States of America
Finance
SDL Search Partners
Click apply
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1/23/2026 5:32:29 PM