The Role We are seeking a highly qualified Tax Manager to join our Tax team. The Tax team is responsible for tax planning and reporting as it relates to the funds, the management companies, and the family office. The tax team interacts with various groups within the firm on a regular basis as well as with external parties such as investors, managers, fund administrator, and other service providers. The candidate should bring a strong sense of personal responsibility and ownership of assigned projects and tasks.
What you'll doThe Tax Manager will handle day-to-day tax responsibilities and report directly to the US Tax Director. This person will assist in preparation of various tax computations and work papers for partnership tax filings and help with automating parts of the tax function. The Tax Manager will interact with external tax service providers and review partnership tax compliance prepared by outside tax advisors, including estimates of partnership taxable income items and U.S. tax withholdings for foreign investors. The Tax Manager will respond to requests and notices from various taxing authorities, coordinate and prepare ASC 740 analyses for the funds, and research the tax treatment of complex financial instruments and corporate actions. This person may also assist in estate planning and tax-matters for the family-office side and will help with ad-hoc assignments and special projects.
What you'll bringWhat you need:
- Bachelor's degree in accounting
- Meaningful experience in leveraging technology to improve the tax process (Alteryx, PowerBi, Tableau, UiPath, other
- Strong working knowledge of Excel (e.g. pivot tables, v and h lookups, index match, etc.)
- 4-8 years of relevant work experience (hedge fund/partnership tax) preferably including:
- Calculating taxable income
- Partnership tax allocations
- US Tax Return Filings (1065, 1120F, 8858, 8865, 5471, 7004, 1042 etc.)
- FATCA/CRS Filing and Review
- Securities tax analysis including dividend analysis, corporate actions, 1256 products, and cross border transactions
- Attention to detail with a strong work ethic and team-focused attitude
- Ability to quickly adapt to frequent changes in the business operating environment
- Have a creative mind and think outside the box when problem solving
- High organization skills and self-motivation
- CPA Preferred, not required
We'd love if you had:
- A mix of public and private tax experience
- Credit product experience
- Meaningful experience in leveraging technology to improve the tax process
The base pay for this role is expected to be between $160,000.00 and $180,000.00. The expected base pay range is based on information at the time this post was generated. This role may also be eligible for other forms of compensation such as a performance bonus and a competitive benefits package. Actual compensation for the successful candidate will be determined based on a variety of factors such as skills, qualifications, and experience.
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