Tax Manager (Investment Funds)

A leading global investment firm is seeking a highly motivated and detail-oriented Tax Manager to join its dynamic tax team. This individual will play a key role in overseeing tax compliance across complex investment fund structures while contributing to strategic tax planning initiatives.

This position offers the opportunity to work cross-functionally with investment, finance, and operations teams, providing critical tax insights that support broader business objectives. The role reports to the Head of Tax and is ideal for a candidate looking to make a meaningful impact within a fast-paced, intellectually rigorous environment.

Key Responsibilities

• Oversee the tax compliance process for hedge funds, private equity funds, and other investment vehicles
• Coordinate with external tax advisors on tax return preparation, including Schedule K-1s and related filings
• Review and analyze tax adjustments, allocations, and investor reporting deliverables
• Support tax structuring initiatives for domestic and international fund entities
• Conduct research on complex technical tax issues and document conclusions
• Partner with internal teams to provide guidance on tax implications of transactions and operations
• Drive tax-related projects and initiatives aligned with business goals
• Assist with process improvements to enhance efficiency and accuracy across the tax function

Qualifications

• 5 years of relevant tax experience, preferably within a large public accounting firm and/or investment management environment
• CPA strongly preferred
• Strong knowledge of partnership taxation and complex book-to-tax differences
• Experience with hedge fund and private equity fund structures, including allocation methodologies
• Proven experience reviewing tax returns, Schedule K-1s, and related filings
• Familiarity with international tax concepts (e.g., PFIC, CFC, withholding tax regimes, foreign filings)
• Ability to research and analyze tax considerations for both domestic and cross-border transactions

Key Skills

• Strong analytical and problem-solving capabilities
• High attention to detail and organizational skills
• Excellent written and verbal communication
• Ability to manage multiple priorities in a deadline-driven environment
• Collaborative mindset with the ability to work effectively across teams
• Self-starter with a proactive and solutions-oriented approach