Fund & Partnership Tax
Guidance on fund structures, partnership allocations and investor reporting, including feeder, blocker and parallel vehicles, and oversight of outside preparers and administrators.
Practical, experienced guidance on fund and partnership tax, personal tax matters for principals, and the systems that support them, for small and middle-market firms.
Guidance on fund structures, partnership allocations and investor reporting, including feeder, blocker and parallel vehicles, and oversight of outside preparers and administrators.
Clear advice for principals on carried interest, GP commitments and K-1 reporting, so the tax consequences of fund activity are understood well before filing season.
Tax leadership for system migrations, outsourcing frameworks and process redesign, including practical use of AI-enabled workflows to make compliance more scalable.
Chris has spent more than 25 years in private equity and partnership taxation, beginning in public accounting at Arthur Andersen and Deloitte, followed by senior roles with leading fund administrators and more than sixteen years leading tax at a global private markets investment firm.
He has overseen tax compliance across numerous funds and their related entities, spanning multiple fund families and vintages, managed relationships with Big 4 service providers, and served as the tax lead on multi-year technology transformations. Just as importantly, he has spent his career translating complex tax matters into clear, measured answers for investors, principals and internal teams.
CLJ Tax Advisory brings that experience directly to small and middle-market sponsors who want senior-level insight without building out a full in-house tax function.
You work with the principal from first conversation to final answer, not a rotating team.
Guidance grounded in how funds actually operate, weighing technical precision against business needs.
Flexible engagements that complement your existing CFO, controller and outside preparers.
Share a few details about your firm and what you’re working on. Chris will follow up personally to arrange a confidential introductory conversation.