Tax Manager

About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential t’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

Flexible paid time off Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job Description The Fund Tax team is responsible for overseeing tax compliance and reporting for registered investment companies (RICs), including ETFs and mutual funds. The team partners closely with Fund Accounting, Portfolio Management, Legal, Finance, and external service providers to ensure accurate, timely, and compliant tax reporting. As the operating model continues to evolve, the team plays a critical oversight and advisory role while driving process improvements, controls, and automation.

The group operates in a highly collaborative, deadline‑driven environment and supports both ongoing operations and strategic initiatives.

The Fund Tax Manager is responsible for leading tax compliance and reporting activities for assigned registered investment companies and investment products. This role oversees complex RIC tax matters, including federal and excise filings, financial statement tax disclosures, and distribution‑related calculations. The position supervises and develops tax staff while providing technical guidance on complex fund tax issues. The role also contributes to process improvement, internal controls, and cross‑functional initiatives affecting fund tax reporting.

You Will Be Responsible For:

Reviewing federal, state, excise, and foreign tax returns for registered investment companies to ensure accuracy and completeness

Reviewing tax provisions and tax disclosures included in annual financial statements

Overseeing tax analysis impacting distributions, including book/tax differences, wash sales, straddles, PFICs, foreign tax credits, and excise calculations

Monitoring and reviewing monthly, quarterly, and annual distributions to ensure compliance with IRS and SEC requirements, including Section 19 notices

Coordinating and reviewing RIC qualification testing, including income, asset diversification, and distribution requirements

Reviewing tax implications of fund mergers, reorganizations, and ownership changes, including carryforwards and limitation analyses

Leading process improvement initiatives, including internal controls, automation, and efficiency enhancements

Supervising and developing assistant managers and tax staff, including mentoring, training, and deadline management

Requirements of the RoleBA/BS in accounting with taxation courses is required

Business and accounting knowledge with the ability to apply both as they relate to federal tax reporting for mutual funds are required

Certified Public Accountant Preferred Excellent financial, accounting and tax knowledge is required2-5 years supervisory experience or demonstration of leadership skills is required5-7 years of corporate or partnership federal tax experience is required with a preference for mutual fund tax experience and/or tax treatment of securities

Proficiency in tax research and in-depth knowledge of taxation of financial instruments, including derivatives is required

Proficient leadership skills are required

Proficiency in Excel and tax research software is required

Ability to communicate well across all mediums is also necessary

Organizational skills are necessary to meet deadlines, prioritize projects, and process several projects simultaneously and work under the direction of multiple individuals

Strong analystic and interpersonal skills are required

Must work well in a fast paced and…