We are looking for a Tax Manager to join our internal Finance team. The ideal candidate has 10+ years of experience working in a similar capacity. Our firm is always looking to add innovative strategy launches.
This role will assume responsibility for a share of the existing tax functions, while also assuming primary responsibility for research, development, and oversight of a share of new entities and tax matters as they arise. This role will increase the in-house pool of tax expertise and the ability to be proactive in addressing tax initiatives.
Investment management company.
As a tax manager you will be responsible for managing and coordinating tax compliance matters for a large array of entities, including management companies, investment advisors, insurance companies, regulated investment companies (RICs), real estate investment trusts (REITs), and others. You would work on key issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the firm’s business objectives. You will review extensive securities analysis, identify appropriate tax adjustments, and provide sign-off for the production and delivery of tax returns and underlying schedules, K-1’s and other external communications. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
– Tax compliance and reporting
– Forecasting / modelling
– Research around assigned entities / tax matters
Requirements / Qualifications:
– Experience with private or non-registered funds
– Experience with RIC funds
– Expertise in REIT, international, or digital currency tax matters