Tax Manager or Tax Director

Job Title: Investment Tax Specialist (Manager level) or Director level

Salary: $170-200k plus bonus ( depending on leveling

)
Job Location: Remo

te

Industry/Company Size: Financial Services/ Insur

ance
Why Open: newly cr

eated
Must

Haves:-Corporate tax experience including strong knowledge of federal income tax compliance for investments, including returns, K-1s, and accounting m

ethods-Ability to maintain effective tax controls and ensure accurate, consistent investment tax ana

lytics-Experience optimizing investment tax data and reporting pro

cesses-Insurance or financial service industry expe

rience
**In this highly visible roles, you'll work at the intersection of tax, investments, accounting, and business strategy, helping guide critical tax compliance, planning, reporting, and research activities that support the company's investment portfolio and long-term

growth.
What Yo

u'll Do:Investment Tax Compliance & R

• eportingLead investment tax liability calculations, provisions, and reporting ac
• tivitiesManage federal income tax compliance for investment portfolios, including tax returns, K-1 reporting, accounting methods, and new investment
• analysisEnsure accurate, timely, and consistent investment tax reporting and a
• nalyticsMaintain and strengthen tax controls and governance p

rocessesTax Planning & Strategic

• AdvisoryIdentify and communicate tax planning opportunities that enhance busine
• ss valueResearch and analyze domestic and international investment tax
• mattersEvaluate alternative investment structures and provide tax guidance on new tran
• sactionsAdvise leadership on tax implications of investment decisions and business ini

tiativesProcess Improvement & Cross-Functional Par

• tnershipStreamline and optimize investment tax data, reporting, and compliance p
• rocessesPartner closely with Investment Accounting, Finance, and other stakeholders to deliver high-quality reporting and
• insightsCoordinate with external advisors, auditors, and tax spe
• cialistsDrive continuous improvement initiatives that increase efficiency and sca

labilityWhat We're Loo

king ForQualif

• icationsBachelor's degree in Accounting, Finance, Tax, or a relat
• ed field8–20 years of experience in investment tax, corporate tax, public accounting, or a rela
• ted areaStrong experience with investment tax liability calculations, tax provisions, and r
• eportingDeep understanding of federal income tax compliance for investments, including tax returns, K-1s, and accounting
• methodsExperience conducting technical tax research and interpreting complex tax reg
• ulationsProven ability to partner with cross-functional teams and influence stak
• eholdersStrong analytical, communication, and problem-solvin

g skillsIdeal Ba

• ckgroundExperience within financial services, insurance, asset management, private equity, or investment-focused organ
• izationsKnowledge of domestic and international investment tax consid
• erationsTrack record of identifying tax planning opportunities and process impr
• ovementsAbility to operate both strategically and hands-on in a collaborative env