Tax Manager, Funds

Tax Manager Overview

• The Tax Manager will oversee tax compliance and estimation processes, ensuring accuracy and efficiency in all tax-related activities.
• Collaborate with leadership to integrate technology into tax workflows, enhancing scalability and auditability.
• Leverage AI tools to streamline research, documentation, and workflow design, replacing manual processes with automated solutions.
• Provide expertise in asset management, alternative investments, and public accounting for investment management clients.
• Advise on tax planning, fund structuring, and the tax implications of strategic initiatives and investments.
• Ensure compliance with federal, state, and international tax filings, including Forms 926, 1042/1042-S, 1099, and PFIC statements.
• Collaborate with cross-functional teams to support new product launches and operational execution of technical conclusions.
• Work on-site in a dynamic environment, contributing to the growth and success of the organization.

Tax Manager Key Responsibilities & Duties

• Manage tax compliance processes, ensuring timely and accurate filings across various jurisdictions.
• Develop and implement scalable tax workflows using advanced technologies and AI tools.
• Collaborate with administrators to oversee quarterly and year-end estimates, book-to-tax adjustments, and partner allocations.
• Provide technical tax expertise for asset management, alternative investments, and public accounting clients.
• Advise on fund structuring, tax planning, and the implications of strategic initiatives and investments.
• Ensure compliance with federal, state, and international tax regulations and filings.
• Support the launch of new products by providing tax-related insights and operational execution strategies.
• Collaborate with cross-functional teams to improve processes and achieve organizational goals.

Tax Manager Job Requirements

• Bachelor of Science (BS) degree in a relevant field is required.
• Minimum of 8 years of experience in tax management, with 10 years preferred.
• Extensive knowledge of asset management, alternative investments, and public accounting practices.
• Proficiency in handling federal, state, and international tax filings, including Forms 926, 1042/1042-S, 1099, and PFIC statements.
• Experience with AI tools and tax technologies for process automation and improvement.
• Strong analytical and problem-solving skills with a builder mentality.
• Ability to work on-site 4 days per week in a fast-paced environment.
• Excellent communication and collaboration skills to advise on tax planning and fund structuring.