Services: Tax
Tax Careers in Alternative Asset Management
Representative tax opportunities we recruit for
- Tax Associate
- Senior Tax Associate
- Tax Manager
- Senior Tax Manager
- Tax Director
- Head of Tax
Tax at the center of the fund
At JSB Partners, we place tax professionals at hedge funds, private equity firms, private credit funds, family offices, and investment management companies. Tax teams at these firms work on partnership tax, fund structures, investor reporting such as K-1s, and planning for the firm and its principals. We recruit for opportunities from Tax Associate through Tax Director and Head of Tax.
The background firms are looking for
Many tax professionals move into alternative asset management from the tax practices of public accounting firms, particularly from groups serving asset management clients. Employers commonly look for partnership tax experience, CPA credentials or CPA-track status, and comfort with complex fund structures.
Why tax professionals choose alternative investments
In-house tax roles offer a closer view of how investment decisions are made, and lean teams often mean working directly with the CFO and firm leadership. Professionals gain exposure across fund, management company, and principal tax matters, with a clear path toward senior tax leadership.
JSB Partners has helped professionals build careers in the alternative investment industry since 1998.
Questions about tax roles
What does a tax professional do at an investment fund?
In-house tax teams oversee partnership tax returns and the K-1s sent to investors, work with outside tax advisers, review how funds and deals are structured, and handle tax planning for the firm and its principals.
What is the difference between a Tax Manager and a Head of Tax?
A Tax Manager runs the yearly compliance cycle, reviewing returns and K-1s and managing outside preparers. A Head of Tax sets tax strategy across the funds, the management company and the principals, and advises leadership on new structures.
What background do firms look for in tax hires?
Most come from the tax practices of public accounting firms, often from groups serving asset management clients. Partnership tax experience and a CPA or CPA-track status are commonly sought.
How can JSB Partners help with my tax search?
Send us your resume with a note on the role you want next, or tell us about the hire you need to make. JSB Partners was founded by CPAs, and we know what in-house tax teams need.