We are looking for an experience Tax Director to assist with the management of our multi-faceted tax department. The ideal candidate would serve as key contributor in executing operating aspects of the tax function as well as assisting senior management with structuring design implementation efforts. NB is a MNE asset management firm located in NYC and the NB Tax Department reports to the Chief Financial Officer. The team handles the Firm’s tax matters and seeks to optimize the tax effectiveness. The tax function encompasses tax structuring, tax compliance, tax planning, tax accounting, tax reporting, payroll and ad-hoc tax matters.

Responsibilities:

• Collaborate with legal and compliance, finance, and portfolio managers to develop tax efficient strategies to optimize investments

• Advise on new products, funds and investment mandates to ensure proper structuring for a diverse investor base (U.S. taxable, tax exempt, super-tax exempt and non-U.S. investors), as well as carry and co-invest structures

• Support product development in the tax assessment for new initiatives to ensure tax costs, risks and opportunities are well understood

• Provide tax risk assessment for initiatives presented to investment committees

• Establish, advise on, and monitor policies/guidelines to control tax risks and ensure compliance

• Review tax aspects for a variety of transaction agreements and side letter negotiations

• Assist with FATCA-CRS reporting and related engagements with service providers

• Collaborate on complex cross border investments involving multiple jurisdictions and help identify tax reporting requirements

• Partner with outside counsels and advisors on transactions

• Research and analyze complex tax matters, and provide recommendations to address specific tax needs

• Monitor and evaluate the impact of new tax developments and industry trends to ensure compliance and competitiveness of the firm’s tax strategies;

• Assist with responding to investors questions, RFPs, and liaising with investor services on tax inquiries

• Provide tax audit support; and build and maintain relationships with tax departments of peer organizations and industry groups

Qualifications:

• Self-motivated team player with strong organizational skills and work ethic who can work independently with other functions in the firm as well as external advisors

• Three-five years law firm experience , in-house experience with an established fund manager, or Big 4 accounting firm experience

• Knowledge of private fund structures, fund tax accounting concepts, including partnership tax accounting, tax allocations, management and incentive fees

• Experience with financial services taxation, including PFICs, CFC, UBTI, ECI, tax modeling experience a plus

• Technical knowledge of U.S. tax rules and in particular partnership and financial instruments taxation and reporting

• Master of Taxation/LLM preferred, tax accounting background a plus.

• Proficiency in tax research tools and Microsoft Office Suite

• Strong interpersonal, verbal, and written communication skills, with the ability to work effectively with people from multi-functional and diverse backgrounds

• Ability to effectively analyze, organize, and prioritize workflow according to internal and external deadlines in a fast-paced

Compensation Details

The salary range for this role is $180,000-$220,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

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