The Role
Lead tax operations for investment partnerships and managed accounts, manage external tax deliverables, advise on tax impacts of portfolio transactions and complex instruments, support tax allocations and reporting, coordinate with auditors and advisors, track tax law changes, strengthen controls, and drive efficiency and scalability across tax processes.
Summary Generated by Built In
About the Role
Our client, a global investment organization with a sophisticated alternative strategies platform, is seeking a Tax Manager to join its expanding finance team. This position will play a key role in supporting investment vehicles and managed account structures through oversight of tax operations, strategic tax planning, and coordination of external service providers.
The successful candidate will work cross-functionally with investment professionals, fund operations, finance, legal, and external advisors to help ensure efficient tax reporting, strong governance practices, and effective support for tax-sensitive investment activity.
This opportunity is well suited for a motivated tax professional who enjoys operating in a fast-paced investment environment and contributing to the buildout of scalable infrastructure within a growing business.
Responsibilities
- Oversee tax-related activities for investment partnerships and managed account structures, including coordination of filings, investor reporting, and related compliance obligations.
- Review and manage tax deliverables prepared by external accounting firms and administrators.
- Provide guidance to internal stakeholders regarding the tax impact of investment activity and portfolio transactions.
- Assist in evaluating tax considerations associated with equities, fixed income instruments, derivatives, and other complex financial products.
- Support internal processes related to tax allocations, realized/unrealized gains and losses, and investment accounting matters.
- Coordinate with auditors, administrators, and external advisors to resolve reporting issues and maintain consistency across tax workstreams.
- Track changes in tax legislation, regulatory guidance, and reporting requirements relevant to investment management businesses.
- Help strengthen internal controls, operating procedures, and governance documentation related to tax operations.
- Identify opportunities to improve efficiency, reduce operational risk, and enhance reporting accuracy across tax processes.
- Participate in strategic projects and operational initiatives supporting the continued growth of the platform.
Qualifications & Preferred Experience
- 5+ years of experience within investment management tax, partnership taxation, or public accounting environments.
- Background supporting hedge funds, private funds, alternative investments, or managed account structures preferred.
- Familiarity with partnership allocations, investor reporting, and fund-related tax compliance requirements.
- Understanding of tax treatment for financial instruments including derivatives, swaps, and other structured transactions.
- Ability to interpret complex tax matters and communicate implications effectively to both technical and non-technical stakeholders.
- Experience working alongside external accounting firms, fund administrators, and audit teams.
- CPA designation and/or advanced taxation degree preferred.
- Strong analytical, organizational, and problem-solving capabilities.
- Advanced Excel proficiency and comfort working with large financial datasets.
- Ability to manage competing priorities while operating effectively in a collaborative team environment.
Skills Required
- 5+ years of experience within investment management tax, partnership taxation, or public accounting environments
- Familiarity with partnership allocations, investor reporting, and fund-related tax compliance requirements
- Understanding of tax treatment for equities, fixed income, derivatives, swaps, and other structured transactions
- Experience reviewing and managing tax deliverables prepared by external accounting firms and fund administrators
- Ability to interpret complex tax matters and communicate implications to technical and non-technical stakeholders
- Experience coordinating with auditors, administrators, and external advisors
- Advanced Excel proficiency and comfort working with large financial datasets
- Strong analytical, organizational, and problem-solving capabilities
- Ability to manage competing priorities while operating effectively in a collaborative team environment
- Background supporting hedge funds, private funds, alternative investments, or managed account structures
- CPA designation and/or advanced taxation degree
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The Company
