What are the responsibilities and job description for the Global Fund Tax Manager (Asset Manager / Tax Advisory Focus) position at Daley And Associates, LLC?
Global Fund Tax Manager - Boston MA - Asset Management
Our team is working with a global asset manager looking to hire a Global Fund Tax Manager to their growing Global Fund Tax Team. The Global Tax Manager will serve as a senior tax subject-matter expert supporting complex North American operational fund tax matters, with a focus on private funds, alternative investments, and non-traditional product structures, including digital assets. The position advises on and supports tax compliance frameworks, identifies and mitigates tax risks affecting complex fund structures, and partners with portfolio managers and internal teams on tax planning and product objectives. It also leads process improvement, automation, and change initiatives to enhance efficiency, manages external tax advisors, and provides strategic guidance and education on tax best practices across the organization.
This role is a full time hybrid position (3 days in 2 at home) position that will offer between 140K-160K base, bonus, & strong benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com
Core Responsibilities:
You will serve as a subject matter tax expert and provide tax advice on complex North American operational fund tax issues, with a focus on those involving private funds, alternative investments (i.e. digital assets) and complex and non-traditional product structures.
You will support complex North American operational tax compliance processes and governance frameworks.
You will identify operational tax issues impacting complex fund structures and collaborate with internal and external tax advisors to support product objectives. You will support periodic and ad-hoc tax planning for portfolio managers.
You will lead and support projects, including process improvement and automation initiatives to enhance operational efficiency.
Advise on operational and strategic tax matters and internal process development.
Identify, assess and mitigate tax-related risks.
Manage relationships with external service providers.
Lead change initiatives and educate teams on tax best practices.
Experience, Education & Certifications:
7 years in tax, preferably focused on investment funds.
Master’s degree in Tax, Law, Accounting, or Finance.
CPA, CA, or ACCA certification preferred.
Expertise in complex retail and private investment structures.
Knowledge of complex securities and alternative investments.
Strong operational efficiency skills. Accredited in one of lean six sigma, CPOE, CEE or equivalent preferred.
Strong data analysis skills.
Experience with project management and automation tools (Alteryx, Power BI, Tableau). Soft Skills
Ability to communicate complex tax issues clearly.