Tax Manager or Tax Director

Overview

Job Location:

Remo

Industry/Company Size:
Financial Services/Insurance

Why Open: newly created

In this highly visible role
, 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.

• Investment Tax Compliance & Reporting
  • Lead investment tax liability calculations, provisions, and reporting activities
  • Manage federal income tax compliance for investment portfolios, including tax returns, K-1 reporting, accounting methods, and new investment analysis
  • Ensure accurate, timely, and consistent investment tax reporting and analytics
  • Maintain and strengthen tax controls and governance processes

• Tax Planning & Strategic Initiatives
  • Identify and communicate tax planning opportunities that enhance business value
  • Research and analyze domestic and international investment tax matters
  • Evaluate alternative investment structures and provide tax guidance on new transactions
  • Advise leadership on tax implications of investment decisions and business initiatives

• Process Improvement & Cross-Functional Partnership
  • Streamline and optimize investment tax data, reporting, and compliance processes
  • Partner closely with Investment Accounting, Finance, and other stakeholders to deliver high-quality reporting and insights
  • Coordinate with external advisors, auditors, and tax specialists
  • Drive continuous improvement initiatives that increase efficiency and scale

• Bachelor's degree in Accounting, Finance, Tax, or a related field
• 8–20 years of experience in investment tax, corporate tax, public accounting, or a related area
• Strong experience with investment tax liability calculations, tax provisions, and reporting
• Deep understanding of federal income tax compliance for investments, including tax returns, K-1s, and accounting methods
• Experience conducting technical tax research and interpreting complex tax regulations
• Proven ability to partner with cross-functional teams and influence stakeholders
• Strong analytical, communication, and problem-solving skills
• Background in financial services, insurance, asset management, private equity, or investment-focused organizations
• Knowledge of domestic and international investment tax considerations
• Track record of identifying tax planning opportunities and process improvements
• Ability to operate both strategically and hands-on in a collaborative environment