Tax Manager – Investment Funds & Advisory – Client Role

Our client, a global investment organization, seeks a Tax Manager to support investment vehicles and managed account structures through tax operations, strategic planning, and coordination of external service providers.

Requirements

• Oversee tax-related activities for investment partnerships and managed account structures
• 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
• 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