Position: Senior Vice President, Head of Tax The Opportunity: The Senior Vice President, Head of Tax (SVP) will report to the Chief Financial Officer (CFO) and oversee the strategy and operations of the Rockbridge tax function, including a network of top-tier accounting firms and tax counsel. Across the firm, you are the trusted tax advisor to the investment, development, finance, and investor relations teams. This role suits a tax leader who enjoys orchestrating complex work, wants a seat advising at the table where deals are shaped, and is equally comfortable running a disciplined compliance calendar and taking an urgent call from the front office. In this role, leverage, judgment, and relationships are critical to success. The tax function is highly co-sourced with external partners. Your critical role is to oversee those relationships and make sure they work as designed. What You’ll Lead: Lead the compliance function
- Own scope, fees, service levels, and calendars across funds, joint ventures, property-level partnerships, and corporate entities
- Direct the three top-tier national accounting firms that perform our compliance work, along with a broader network of firms and tax counsel
- Review returns and K-1s before filing so investors receive accurate information on time
- Keep information moving among Fund, Real Estate and Corporate Accounting, the firms, and our joint venture partners
- Hold external providers accountable through regular performance reviews and disciplined fee management
- Drive tax notices, payments, and audits through to resolution
Shape the deals
- Work alongside the investment and development teams on acquisitions, dispositions, recapitalizations, and new vehicles
- Advise on structures that balance the needs of different investor types and maximize after-tax value
- Lead tax credit and incentive transactions, and translate structures into investment model overlays
- Evaluate feasibility with Accounting, including operational practicality, administrative requirements, and ongoing costs
- Stay ahead of legislation and emerging structures
Plan with forecasting
- Lead multi-year corporate and fund-level tax forecasting and the quarterly estimate process
- Make tax a non-event at close and year-end, with no surprises and no penalties
- Be the go-to resource for all things tax, from front-office structuring questions to HR withholding
Partner with our investors on tax
- Act as an effective liaison with investors on tax matters, working hand in hand with Investor Relations
- Handle investor tax questions, due diligence questionnaires, and institutional diligence with confidence
- Set clear expectations on K-1 timing and estimates
- Look for outcomes that are efficient for investors and for the firm
Who You Are:
- Have an established network across the tax community, including accounting firms, tax attorneys, and industry peers
- Executive presence and the ability to explain complex tax matters plainly to leadership, investors, and non-tax teams
- Comfort with a mix of planned, deadline-driven work and urgent requests from the business. You are calm, responsive, and people-first
- A leader who gets results through outside partners and works peer-to-peer with firm partners and counsel
- Detail-oriented, with sound commercial judgment
Required Experience:
- Bachelor’s degree in accounting is required. An active CPA license is highly desired, and a Master's in Taxation is a plus
- Minimum of 12 years of progressively responsible partnership tax experience, preferably in real estate, hospitality, or private equity
- Public accounting experience with a large national firm is a plus
- Proven experience directing large, complex tax engagements
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