Tax Manager, Funds

Location: New York

Job Detail Experience Level Manager Degree Type Bachelor of Science (BS)
Employment Full Time Working Type On Site Job Reference Salary Type Annually Industry Hedge Fund Selling Points Lead impactful tax strategies and compliance efforts in a dynamic environment. Utilize AI tools to innovate and streamline tax processes. Collaborate with experts to shape scalable tax solutions.

Job Description Tax Manager Overview The Tax Manager will oversee tax compliance and estimation processes, ensuring accuracy and efficiency in all tax-related activities.

Collaborate with leadership to integrate technology into tax workflows, enhancing scalability and auditability.

Leverage AI tools to streamline research, documentation, and workflow design, replacing manual processes with automated solutions.

Provide expertise in asset management, alternative investments, and public accounting for investment management clients.

Advise on tax planning, fund structuring, and the tax implications of strategic initiatives and investments.

Ensure compliance with federal, state, and international tax filings, including Forms 926, 1042/1042-S, 1099, and PFIC statements.

Collaborate with cross-functional teams to support new product launches and operational execution of technical conclusions.

Work on-site in a dynamic environment, contributing to the growth and success of the organization.

Tax Manager

Key Responsibilities & Duties Manage tax compliance processes, ensuring timely and accurate filings across various jurisdictions.

Develop and implement scalable tax workflows using advanced technologies and AI tools.

Collaborate with administrators to oversee quarterly and year-end estimates, book-to-tax adjustments, and partner allocations.

Provide technical tax expertise for asset management, alternative investments, and public accounting clients.

Advise on fund structuring, tax planning, and the implications of strategic initiatives and investments.

Ensure compliance with federal, state, and international tax regulations and filings.

Support the launch of new products by providing tax-related insights and operational execution strategies.

Collaborate with cross-functional teams to improve processes and achieve organizational goals.

Tax Manager

Job Requirements Bachelor of Science (BS) degree in a relevant field is required.

Minimum of 8 years of experience in tax management, with 10 years preferred.

Extensive knowledge of asset management, alternative investments, and public accounting practices.

Proficiency in handling federal, state, and international tax filings, including Forms 926, 1042/1042-S, 1099, and PFIC statements.

Experience with AI tools and tax technologies for process automation and improvement.

Strong analytical and problem-solving skills with a builder mentality.

Ability to work on-site 4 days per week in a fast-paced environment.

Excellent communication and collaboration skills to advise on tax planning and fund structuring.