Summary
Top global alternative investment manager, specializing in private equity, is seeking a Tax Manager with a proactive and positive attitude with the ability to see the big picture, but also comfortable rolling up sleeves and working in excel; thoughtful problem solver with an analytical mindset able to pick up complex tax concepts quickly.
Company Information:
An established global alternative investment manager based in New York with over $30+ billion in AUM.
Job Description:
- Manage the outsourced tax compliance process from inputs to deliverables; this includes overseeing the tax calendar, issues list, and control / master entity list and all related tax filings.
- US tax compliance: Manage the tax compliance process for the General Partner (carried interest, waiver and co-invest vehicles).
- International tax compliance: Manage our service providers, review deliverables, and oversee filing processes.
- UK Tax compliance: Manage our service providers, review deliverables, and oversee filing processes.
- Collaborate on tax planning opportunities including ad hoc projects such as new Fund launches, carried interest, waiver, distributions in kind, partnership tax, employment tax and individual tax planning.
- Coordinate with various internal teams to augment the flow of information, including implementing process improvements among internal teams and with our various service providers.
- Coordinate with individual tax preparers to explain K-1s, coordinate tax positions among GP members and service
providers and assist in cash to tax planning. - Assist in the oversight of our entity formation process which includes maintaining existing entities, forming new entities, review of structure charts.
- Interact with GP Members at all levels across the firm, to assist with tax and ad hoc requests, answering questions and providing support, along with onboarding new GP Members.
Requirements / Qualifications:
- Big 4 or Private experience preferred; CPA required.
- 6 years minimum experience currently working as a manager – asset management related / partnership tax experience a must; experience working on individual taxation a plus.
- Ability to work independently and implement long term initiatives / process improvements.
- Excellent excel skills including experience with complex formulas and pivot tables; VBA macro, Power BI/Alteryx, Tableau, SharePoint, or other related software experience a plus.
- Desire to work in a quick paced environment and pivot between competing priorities; superior organization skills.
- Excellent verbal and written communication skills; ability to confidently engage with individuals at all levels including Senior Managing Directors
