Job Description

Job Details:

Investment Tax Attorney

A leading investment platform is seeking a tax attorney to support fund investments and related transactions. This role will serve as a key advisor on tax structuring, diligence, and documentation across private fund investments and strategic initiatives.

Key Responsibilities:

• Analyze tax considerations related to prospective fund investments and advise on structuring alternatives.

• Review partnership agreements, subscription documents, and side letters to identify tax risks and negotiate appropriate protections.

• Evaluate sponsor-provided tax materials and perform diligence on investment vehicles to assess potential exposure, including structural inefficiencies and tax leakage.

• Provide practical guidance to investment and legal teams regarding tax implications of proposed transactions.

• Coordinate with external tax advisors and oversee their work in connection with fund reviews and negotiations.

• Partner with internal stakeholders and outside parties throughout the lifecycle of investments and closings.

• Contribute to cross-functional initiatives and special projects as needed.

Qualifications:

• Active Pennsylvania Bar membership or ability to obtain in-house counsel licensure required.

• Juris Doctor required; advanced tax degree (LLM or Master’s in Taxation) strongly preferred.

• Experience in a law firm or corporate legal department, ideally supporting private funds or alternative investments.

• Demonstrated knowledge of U.S. tax matters affecting investment vehicles; cross-border exposure is a plus.

• Ability to operate independently, manage multiple transactions simultaneously, and communicate effectively with senior professionals and external stakeholders.

To apply, email resume to  bk@libertyjobs.com

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

Boyd Kelly

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