Summary
This top equity investment manager has an opening for a highly visible Tax Manager role who will work directly with the CFO and the Director of Finance on fund tax, management company tax and budgeting, and family office initiatives.
Company Information:
A leading equity investment fund based in New York with $8+ billion in AUM.
Job Description:
- Oversee federal, state, and local tax compliance for funds and management company; analyze budget vs. actuals and manage bill payments
- Respond to investor tax inquiries with Investor Relations and Legal
- Prepare book-to-tax reconciliations and investor estimates and assist with tax planning for firm principals and coordinate with tax preparers
- Lead year-end tax planning and reporting, perform ad-hoc financial analyses and projects
- Manage tax processes with administrators and advisers (allocations, estimates, K‐1s, returns), handle tax filings (sales/use tax, 1099s, PTET, UBT, commercial rent)
- Manage tax audits and track legislative changes; optimize fund tax efficiency with investment and operations teams
- Prepare tax filings for CIO’s family office and foundation and support family office on cash management, compliance, budgeting, and investments
Support CFO with budgeting and expense management
Requirements / Qualifications:
- Bachelor’s Degree (Accounting or Finance)
- CPA
- 6‐10 years of experience in the tax practice of an accounting firm and/or a fund
- Strong emphasis on accuracy and efficiency
- Exceptional interpersonal skills, excellent organizational skills, outstanding communication skills
Proven ability to work in a fast-paced, performance-driven environment
