Shape impactful tax strategies for a leading investment firm. Collaborate on innovative solutions in a dynamic, hybrid work environment. Enhance your expertise in specialized credit fund management.
Tax Manager (Credit)
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Lead tax management for credit funds, ensuring compliance with domestic and international regulations.
- Collaborate with external advisors on tax structuring and reporting for investment strategies.
- Support fund entities with tax compliance workflows and processes, ensuring accuracy and timeliness.
- Research and coordinate tax issues related to funds and special purpose vehicles.
- Monitor compliance with tax provisions in fund agreements and investor side letters.
- Develop projections of tax income for new strategies and funds.
- Streamline information flows and processes for internal teams and investor reporting.
- Contribute to the CLO PFIC Statement process and assess CFC status annually.
Key Responsibilities & Duties
- Prepare and manage workflows for tax compliance, collaborating with external tax preparers.
- Assist in structuring and implementing investment structures, optimizing tax strategies.
- Coordinate cross-border tax structuring and transactions with external advisors.
- Monitor compliance with tax provisions in fund agreements, addressing UBTI/ECI minimization.
- Develop tax income projections for new strategies and funds.
- Prepare supporting workpapers and memorandums for tax calculations and structures.
- Coordinate CLO PFIC Statement processes and assess CFC status annually.
- Understand key book/tax differences for credit and real assets funds.
Job Requirements
- Bachelor's degree in finance, accounting, or related field required.
- Minimum of 7 years of experience in tax management within investment management or related fields.
- Preferred 10 years of experience in public accounting/tax firm or private equity.
- Strong analytical skills and ability to multitask in a fast-paced environment.
- Proficiency in tax structuring and compliance for investment funds and vehicles.
- Experience with CLO PFIC Statements and CFC status assessments.
- Knowledge of book/tax differences and tax elections implications.
- Ability to collaborate effectively across business lines and external advisors.
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