Quick Overview
Seniority
Mid Senior
Employment type
Full Time
Work mode
Hybrid
Location
Atlanta, GA, United States
Posted
17 hours ago
CPAInternal ControlsPortfolio ManagementTax Compliance
Job Description
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.
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