Tax Manager, Fund Compliance

Martin Marietta

211d • $160,000 - $250,000

About The Position

The Tax Manager, Fund Compliance will manage the overall U.S. tax compliance process for various investment funds, ensuring timely and accurate filings. This role involves reviewing and preparing tax returns and related workpapers, including complex tax adjustments such as securities analysis, OID/market discount calculations, and Section 163(j) computations. The Tax Manager will oversee relationships with external tax advisors, including fee/scope negotiations and feedback conversations. Additionally, the role requires partnering with other members of the tax team and other departments to drive automation initiatives and improve tax compliance processes. The Tax Manager will assist the Financial Reporting team with audit requests, manage tax audits for investment entities, and respond to inquiries and notices from tax authorities. The position also involves resolving complex technical tax issues, consulting with experts, and preparing well-synthesized findings for management. Collaboration with departments such as Accounting, Investor Relations, Operations, and Middle Office to provide tax expertise is essential. The Tax Manager will participate in cross-functional projects to support operations, drive departmental excellence, and foster teamwork. Monitoring the changing tax landscape and assisting with strategic tax planning initiatives, including updates to Senior Management, is also a key responsibility. The role requires analyzing current and prospective trading products to identify areas of tax risk and assess their impact on the U.S. tax compliance process. Maintaining expertise in key U.S. tax code sections relevant to hedge fund partnership compliance is crucial, as is assisting with the monitoring of the Firm’s FIRPTA/ECI risk and providing support with respect to the review of corporate actions as needed. A flexible approach to meet the changing needs of the Tax Team and Finance Department is expected.

Requirements

• Approximately 8+ years of hedge or credit fund tax experience, ideally with a mix of public accounting and private funds experience.
• Strong written, verbal, and analytical skills together with excellent interpersonal and client service skills.
• Deep understanding of partnership taxation, financial products, and their tax implications.
• Strong technical proficiency with web applications and MS Office.
• Ability to multitask as well as meet short deadlines in a fast-paced environment.
• Tax analytical modelling experience.

Responsibilities

• Manage the overall U.S. tax compliance process for various investment funds, ensuring timely and accurate filings.
• Review (and prepare, as needed) tax returns and related workpapers, including complex tax adjustments such as securities analysis, OID/market discount calculations, and Section 163(j) computations.
• Oversee relationships with external tax advisors, including fee/scope negotiations and feedback conversations.
• Partner with other members of the tax team and other departments to drive automation initiatives and improve tax compliance processes.
• Assist the Financial Reporting team with audit requests, including review of any required tax provisions.
• Manage tax audits for investment entities and respond to inquiries and notices from tax authorities.
• Resolve complex technical tax issues, consult with experts, and prepare well-synthesized findings to management.
• Collaborate with departments such as Accounting, Investor Relations, Operations and Middle Office to provide tax expertise.
• Participate in cross-functional projects to support operations, drive departmental excellence, and foster teamwork.
• Monitor the changing tax landscape and assist with strategic tax planning initiatives, including updates to Senior Management.
• Analyze current and prospective trading products to identify areas of tax risk and assess impact on the U.S. tax compliance process.
• Maintain expertise in key U.S. tax code sections relevant to hedge fund partnership compliance, including but not limited to Sections 475(f), 1256, 897, and 1441-1446.
• Assist with the monitoring of the Firm’s FIRPTA/ECI risk and work closely with other departments to resolve, as appropriate.
• Provide support with respect to the review of corporate actions, as needed.
• Adopt a flexible approach to meet the changing needs of the Tax Team and Finance Department.

Benefits

• Base salary range of $160,000 to $250,000.
• Discretionary performance bonus.
• Comprehensive benefits package.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees