U.S. Transactions Tax for Private Markets
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Responsibilities
- Transaction Tax Execution & Structuring:
- Lead U.S. transactional tax support for Infrastructure and Private Equity investments, partnering directly with deal teams throughout the transaction lifecycle.
- Lead tax diligence, underwriting and structuring analyses for U.S. transactions, directing external advisors and internal workstreams to identify material tax risks, structural considerations and downstream operational implications.
- Develop practical, scalable transaction structures aligned with commercial objectives and the firm's tax risk parameters across all participating capital sources, including flagship funds, co-investment vehicles and K-Series capital.
- Review and provide strategic direction on tax diligence, structuring analyses, financial models and transaction documentation prepared by external advisors, identifying key issues and driving focus toward material matters.
- Review and advise on tax-related provisions in transaction documents, including purchase agreements, partnership agreements, and financing arrangements, in coordination with Legal and external counsel.
- Coordinate with Legal, Finance, Compliance, Operations and external advisors to support efficient transaction execution and implementation.
- K-Series Global Transaction Coordination:
- Coordinate K-Series topside structuring and transactional tax execution for global investments involving U.S. participation.
- Partner with EMEA and APAC transactional tax leads to ensure consistency, scalability and disciplined escalation across cross-border transactions.
- Collaborate with external advisors to evaluate investor, operational and jurisdiction-specific structuring considerations impacting K-Series investments.
- External Advisor Management & Cross-Functional Coordination:
- Serve as primary liaison between deal teams and external tax advisors for U.S. tr
Benefits
Additional Information
COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. TEAM OVERVIEW The role will join the KKR Global Tax team, a world-class team of tax professionals dedicated to supporting KKR's global investment activities. Led by the Global Head of Tax based in New York, the team encompasses experts in various areas of taxation, including transaction structuring, compliance, and strategic planning. With a global presence and a focus on collaboration, KKR Global Tax plays a pivotal role in guiding the firm's tax strategy and ensuring compliance with tax regulations across jurisdictions. The team fosters a culture of innovation, excellence, and continuous learning, providing opportunities for professional growth and development. The U.S. Transactional Tax role will join the team as part of KKR's continued investment in scalable transactional tax execution capabilities supporting its global private markets platform. POSITION SUMMARY KKR is seeking a skilled and experienced tax professional to join its Global Tax team in New York as the U.S. Transactional Tax Lead, reporting directly to the K-Series & Private Markets Head of Tax. The role will serve as the primary U.S. transactional tax execution lead for the private markets platform, with a particular focus on Infrastructure and Private Equity investments, partnering closely with deal teams throughout the transaction lifecycle to provide real-time tax support across diligence, underwriting, structuring, execution, and exit activities. Key responsibilities include structuring U.S. transactions across KKR's private markets platform, coordinating K-Series topside structuring for global investments, and partnering closely with regional transactional tax leads to support consistency across jurisdictions. The position will translate commercial objectives and the firm's tax risk parameters into practical transaction structures, while coordinating closely with internal stakeholders and external tax advisors to support timely and consistent execution. The role will also support transaction-adjacent tax matters impacting portfolio investments, including restructurings, integrations, and exits. The role requires sound transactional judgment, strong project management and communication skills, and the ability to work effectively across investment, legal, finance, compliance, and operations teams while managing multiple concurrent transactions and advisor workstreams.
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