Tax Manager – Investment Funds & Advisory – Client Role
About The Position
Our client, a global investment organization with a sophisticated alternative strategies platform, is seeking a Tax Manager to join its expanding finance team. This position will play a key role in supporting investment vehicles and managed account structures through oversight of tax operations, strategic tax planning, and coordination of external service providers. The successful candidate will work cross-functionally with investment professionals, fund operations, finance, legal, and external advisors to help ensure efficient tax reporting, strong governance practices, and effective support for tax-sensitive investment activity. This opportunity is well suited for a motivated tax professional who enjoys operating in a fast-paced investment environment and contributing to the buildout of scalable infrastructure within a growing business.
Requirements
- 5+ years of experience within investment management tax, partnership taxation, or public accounting environments.
- Familiarity with partnership allocations, investor reporting, and fund-related tax compliance requirements.
- Understanding of tax treatment for financial instruments including derivatives, swaps, and other structured transactions.
- Ability to interpret complex tax matters and communicate implications effectively to both technical and non-technical stakeholders.
- Experience working alongside external accounting firms, fund administrators, and audit teams.
- Strong analytical, organizational, and problem-solving capabilities.
- Advanced Excel proficiency and comfort working with large financial datasets.
- Ability to manage competing priorities while operating effectively in a collaborative team environment.
Nice To Haves
- Background supporting hedge funds, private funds, alternative investments, or managed account structures preferred.
- CPA designation and/or advanced taxation degree preferred.
Responsibilities
- Oversee tax-related activities for investment partnerships and managed account structures, including coordination of filings, investor reporting, and related compliance obligations.
- Review and manage tax deliverables prepared by external accounting firms and administrators.
- Provide guidance to internal stakeholders regarding the tax impact of investment activity and portfolio transactions.
- Assist in evaluating tax considerations associated with equities, fixed income instruments, derivatives, and other complex financial products.
- Support internal processes related to tax allocations, realized/unrealized gains and losses, and investment accounting matters.
- Coordinate with auditors, administrators, and external advisors to resolve reporting issues and maintain consistency across tax workstreams.
- Track changes in tax legislation, regulatory guidance, and reporting requirements relevant to investment management businesses.
- Help strengthen internal controls, operating procedures, and governance documentation related to tax operations.
- Identify opportunities to improve efficiency, reduce operational risk, and enhance reporting accuracy across tax processes.
- Participate in strategic projects and operational initiatives supporting the continued growth of the platform.
Benefits
- Medical, Dental, and Vision Insurance
- 401(k) Retirement Plan
- Paid Time Off and Holidays
- Professional Development Opportunities
- Performance-Based Incentive Compensation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
