Monroe Capital LLC · 2 days ago
Assistant Vice President - Tax, Regulated Products (REITs and BDCs)
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$150K/yr - $185K/yr
7+ years expMonroe Capital LLC is a leading private credit firm specializing in various investment strategies. They are seeking an experienced tax professional to manage tax compliance and advisory related to REITs and BDCs, ensuring adherence to regulatory frameworks and providing strategic tax planning.
Asset ManagementCreditFinanceFinancial ServicesWealth Management
Responsibilities
Tax Compliance: Manage the entire tax compliance lifecycle, from planning and preparation to estimates and filing. This includes overseeing all federal and state tax returns for the funds and their underlying entities, including Forms 1120-RIC, Form 1120-REIT, Form 8613, Form 1120, Form 1065 and other related filings. You will be coordinating and managing our outside tax preparers
Internal Coordination. Work closely with the Accounting team to understand financial statement reporting, including regular review of accounting system and financial statement information to ensure the integrity of the reports for tax purposes
Specialized Expertise: Ensure strict adherence to the tax requirements for both REITs and BDCs. This means monitoring the various asset, income, and diversification tests to maintain their tax-advantaged status while navigating the complex regulatory landscape of the Investment Company Act of 1940. You must be able to make determination on when a Taxable REIT Subsidiary (TRS) or Tax Blocker should be used to hold investments and liaise with 1940 Act counsel to solve structuring issues
Investor Relations: Take charge of all tax-related investor reporting for these products, ensuring accurate and timely delivery of information. This includes managing the preparation and distribution of Schedules 1099, 1042-S, and other essential investor documents
Strategic Advisory: Act as the go-to tax expert for internal teams, providing clear, actionable advice on tax-efficient structuring for new deals, dispositions, and other transactions. You'll be a key part of the team, providing a crucial tax perspective on investment activities
Tax Planning: Proactively identify and implement tax-saving strategies to maximize returns for the fund and its investors. This involves staying ahead of changes in tax law and proposing forward-thinking solutions
Audit Management: Serve as the primary point of contact for external tax advisors and auditors. You will be responsible for managing all tax audits and inquiries, ensuring a smooth and efficient process
Team Leadership: Supervise and mentor junior staff, fostering their professional growth and ensuring the tax team operates at the highest level of efficiency
Collaboration: Work with broader Tax Team on other non-regulated products and initiatives
Qualification
Required
7+ years of relevant tax experience, preferably from a Big Four accounting firm or an in-house role within an investment management company with BDCs and/or REITs
Bachelor's degree in accounting or a related field
Proven expertise in the specific tax rules governing REITs and BDCs
Strong command of REIT and BDC taxation is non-negotiable
Knowledge of C-Corporation taxation a plus given existence of 'Tax Blockers' and 'Taxable REIT subsidiaries'
Must have basic Partnership taxation knowledge
Exceptional attention to detail and a commitment to accuracy
You must have a 'can-do' attitude
Strong communication skills—you can explain complex tax issues clearly to non-tax professionals
A proactive, problem-solving mindset and the ability to thrive in a fast-paced environment
Preferred
Candidates with CPAs or Master's degree preferred
Benefits
Performance-based bonus
Comprehensive benefits package
Medical
Dental
401(k)
Paid time off
Company
Monroe Capital LLC
Monroe Capital LLC (“Monroe”) is a premier asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, alternative credit solutions, structured credit, real estate and equity.
201-500 employees
H1B Sponsorship
Monroe Capital LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (4)
2022 (3)
Funding
Current Stage
Growth StageTotal Funding
$534M2025-07-01Debt Financing· $500M
2024-10-22Acquired
2015-10-01Debt Financing· $11M
Leadership Team
Karina B. Stahl
Partner, Chief Financial Officer - Investment Funds
A
Amanda Pearlstein Tallman
Vice President
Recent News
Alternative Credit Investor
2026-01-08
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