Manager - Fund Tax

Manager - Fund Tax Key Responsibilities

• Oversee and review federal, state, and other tax filings for investment funds and related entities.
• Review tax provisions and disclosures included in financial statements.
• Manage tax analyses affecting fund distributions, including complex book-to-tax adjustments and investment-related tax considerations.
• Support distribution planning and reporting to ensure compliance with applicable regulatory and tax requirements.
• Oversee fund-level tax compliance testing and reporting requirements.
• Evaluate tax implications related to fund restructurings, mergers, and other corporate actions.
• Drive process improvements, automation initiatives, and enhancements to internal controls.
• Mentor and develop junior team members while providing technical tax guidance.
• Collaborate cross-functionally with accounting, finance, operations, legal, and portfolio management stakeholders.

Manager - Fund Tax Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA designation preferred.
• 5+ years of tax experience within public accounting, financial services, asset management, or investment fund environments.
• Strong knowledge of investment-related taxation, partnership taxation, or regulated investment company (RIC) taxation.
• Experience researching complex tax issues and interpreting regulatory guidance.
• Prior leadership or supervisory experience preferred.
• Advanced Excel skills and familiarity with tax research tools.
• Strong communication, analytical, and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.