Fractional Director of Tax – Advisor Network

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🔥 19 hours ago

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Arootah

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🧘 Wellness

Finance • Consulting • Wellness

Arootah is a comprehensive solution provider for the alternative investment industry, offering a wide array of services tailored to different stages of alternative investment management. They specialize in advisory services, talent acquisition, development, and executive coaching to help firms achieve peak performance. Arootah employs a process-driven approach combined with cutting-edge technology and expert guidance to deliver transformative experiences to their clients. Their services also extend to corporate wellness and health coaching, emphasizing a holistic approach to business and personal development. With a strong foundation in the intersection of finance, technology, and wellness, Arootah empowers firms and individuals to unlock their full potential.

📋 Description

• Arootah engages a curated network of senior operators to support clients across the alternative investment industry. • Advisors are deployed on project-based engagements when client needs match their expertise. • Client origination and engagement management handled by Arootah; advisors focus on delivery.

🎯 Requirements

• A Bachelor’s Degree in Accounting, Economics, Finance, Mathematics, or a related field. • CPA designation and/or advanced degree (MST). • 10+ years of prior work experience, specifically as a Director of Tax for an Alternative Asset Firm or Family Office. • 5+ years of proven experience with tax preparation, fund accounting, general ledger accounting or previous Big 4 accounting/tax experience. • Demonstrated understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations. • In-depth understanding of the tax treatment for various investment types, asset classes, financial instruments and vehicle structures. • Extensive compliance experience with regulatory and reporting agencies including the IRS and foreign tax authorities. • Expertise with Microsoft applications (Word and Excel) and some tax planning/preparation software (ProSystem fx, CCH Access Tax, etc.).