Tax Manager

Tax Manager Overview

• The Tax Manager will oversee tax compliance and reporting for diverse fund entities, ensuring accuracy and timeliness.
• Collaborate with internal teams and external advisors to manage federal, state, local, and international tax filings.
• Contribute to process improvements and tax technology initiatives within a leading multi-strategy investment firm.
• Ensure audit readiness by maintaining comprehensive tax workpapers and supporting documentation.
• Research tax law changes and assess impacts on fund structures and investor reporting.
• Support investor tax reporting, including Schedule K-1s, PFIC reporting, and FATCA/CRS compliance.
• Partner across Finance, Accounting, Legal, and external providers to ensure compliance obligations are met.
• Join a top-tier investment firm offering a dynamic and collaborative work environment.

Tax Manager Key Responsibilities & Duties

• Manage tax compliance for partnerships, corporations, and offshore structures, ensuring timely filings.
• Coordinate U.S. withholding tax rates with fund administrators and prime brokers.
• Review tax documentation, including Forms W-8, W-9, 1099, and FATCA/CRS certifications.
• Maintain accurate records and documentation to support audit readiness.
• Research and respond to tax notices, ensuring compliance with evolving regulations.
• Identify opportunities to improve tax processes and implement automation solutions.
• Collaborate with internal teams and external advisors to manage investor reporting obligations.
• Support the development and implementation of tax technology tools.

Tax Manager Job Requirements

• Bachelor's degree in Accounting, Finance, or related field; CPA or MST preferred.
• 3–5 years of tax compliance experience in investment management or public accounting.
• Knowledge of partnership taxation, investor reporting, and U.S. withholding tax requirements.
• Experience with federal, state, local, and international tax compliance for investment funds.
• Proficiency in tax technology tools and interest in process automation.
• Strong project management and organizational skills to handle multiple deadlines.
• Excellent analytical and communication skills with a commitment to accuracy and confidentiality.
• Ability to work independently while collaborating effectively with stakeholders.