Summary
The firm is seeking a Tax Manager to join its tax function at its U.S. headquarters. This individual will support the tax compliance and advisory needs of the firm’s investment funds, management entities, and senior leadership. The role offers broad exposure across tax planning, compliance, and operational initiatives within a highly visible and collaborative environment. The firm’s flat organizational structure provides opportunities to expand beyond core responsibilities and contribute to strategic initiatives.
Company Information:
A global alternative investment manager with approximately $10B in assets under management is seeking top talent to support its continued growth. Founded in the early 1990s, the firm has built a strong reputation for performance, stability, and long-term investor relationships. The organization employs roughly 200 professionals across multiple U.S. and international offices and is known for its collaborative, transparent culture and low turnover.
Job Description:
- Provide tax advisory support related to fund investments, including analysis of dividend, interest, and capital gains tax considerations across U.S. and international jurisdictions
- Partner with investment professionals to develop and implement tax-efficient structures
- Advise on tax matters related to ownership and operations of management entities and partners across federal, state, local, and international jurisdictions
- Partner cross-functionally with fund accounting, investor accounting, and financial reporting teams to gather data for tax reporting
- Prepare U.S. and international tax returns for funds, management entities, and partners
- Manage tax depreciation processes for management entities
- Oversee Form 1099 and Form 1042 reporting
- Monitor ASC 740 tax exposures and support annual audit reporting requirements
- Support special projects including process improvement, documentation, and tax data analysis
- Partner with internal technology teams to enhance tax systems and reporting capabilities
- Stay current on tax developments through collaboration with external advisors
Requirements / Qualifications:
- 8+ years of Tax Experience (3+ years at the manager-level)
- 3.5+ GPA
- Fund Tax Experience Required
- Dallas, Texas 5x per week
