Director of Tax Compliance - Investment Funds

Liberty Personnel Services, Inc.
Bryn Mawr, PA

Job Details:

Director of Tax Compliance – Investment Funds

We are seeking an experienced tax professional to oversee compliance for a diverse portfolio of investment funds and related entities. This role combines technical expertise with strategic oversight, ensuring accurate filings and strong internal controls.

Responsibilities:

  • Lead federal, state, and local tax compliance for investment funds and affiliated corporate entities.

  • Manage interim and annual income tax provisions under ASC 740.

  • Ensure compliance with Subchapter M diversification, income, and distribution requirements.

  • Collaborate with accounting, legal, and operations teams to implement consistent tax policies.

  • Manage external advisors and leverage technology to improve tax processes.

  • Respond to investor and regulatory inquiries.

Qualifications:

  • Bachelor’s degree in accounting, finance, or related field; CPA or advanced tax degree preferred.

  • Tax experience with investment funds, RICs, and related entities.

  • Strong knowledge of Subchapter M and fund tax compliance.

  • Experience with Forms 1120-RIC, 1120, 1065, and ASC 740 provisions.

  • Excellent communication and organizational skills.

To apply, email resume to [email protected]

Let’s connect on LinkedIn!
linkedin.com/in/boydakelly

Boyd Kelly

484-567-2099 | [email protected]
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Posted 2026-02-24

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