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Investment Management Firm Hiring Tax Specialist

JCW Group
Connecticut, CT Full Time
POSTED ON 12/15/2025 CLOSED ON 1/15/2026

What are the responsibilities and job description for the Investment Management Firm Hiring Tax Specialist position at JCW Group?

Job Title: Tax Specialist

Location: Hybrid

Company: Investment Management Firm


Our client is a highly reputable investment firm managing over $35 billion in AUM. The ideal candidate will bring 5 years of hedge fund or credit fund tax compliance experience. Reporting directly to the Tax Director, the Tax Specialist will support the tax compliance process for individual and partnership related matters.


Responsibilities:

  • Focus on hedge fund and credit fund tax compliance and special projects including tax planning, return review and analysis
  • Use Microsoft Excel and provide tax advice regarding private credit business
  • Work with a team of 3
  • Report directly to the Tax Lead of the hedge fund division
  • Hybrid work schedule (CT/NYC)


Qualifications:

  • 4 years of hedge or credit fund tax experience
  • Strong Microsoft Excel skills
  • Excellent communication, problem solving, and organizational skills
  • Bachelor's degree
  • CPA or currently taking exams


For more information regarding this position or other opportunities please reach out to kelly.griffin@jcwresourcing.com.

Salary.com Estimation for Investment Management Firm Hiring Tax Specialist in Connecticut, CT
$88,348 to $113,076
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