Hedge Fund Tax Manager
Role description
From the employerAbout the Role
Our client, a global investment organization with a sophisticated alternative strategies platform, is seeking a Tax Manager to join its expanding finance team. This position will play a key role in supporting investment vehicles and managed account structures through oversight of tax operations, strategic tax planning, and coordination of external service providers.
The successful candidate will work cross-functionally with investment professionals, fund operations, finance, legal, and external advisors to help ensure efficient tax reporting, strong governance practices, and effective support for tax-sensitive investment activity.
This opportunity is well suited for a motivated tax professional who enjoys operating in a fast-paced investment environment and contributing to the buildout of scalable infrastructure within a growing business.
\n
Responsibilities
- Oversee tax-related activities for investment partnerships and managed
account structures, including coordination of filings, investor reporting, and related compliance obligations.
- Review and manage tax deliverables prepared by external accounting firms and
administrators.
- Provide guidance to internal stakeholders regarding the tax impact of
investment activity and portfolio transactions.
- Assist in evaluating tax considerations associated with equities, fixed
income instruments, derivatives, and other complex financial products.
- Support internal processes related to tax allocations, realized/unrealized
gains and losses, and investment accounting matters.
- Coordinate with auditors, administrators, and external advisors to resolve
reporting issues and maintain consistency across tax workstreams.
- Track changes in tax legislation, regulatory guidance, and reporting
requirements relevant to investment management businesses.
- Help strengthen internal controls, operating procedures, and governance
documentation related to tax operations.
- Identify opportunities to improve efficiency, reduce operational risk, and
enhance reporting accuracy across tax processes.
- Participate in strategic projects and operational initiatives supporting the
continued growth of the platform.
Qualifications & Preferred Experience
- 5+ years of experience within investment management tax, partnership
taxation, or public accounting environments.
- Background supporting hedge funds, private funds, alternative investments, or
managed account structures preferred.
- Familiarity with partnership allocations, investor reporting, and
fund-related tax compliance requirements.
- Understanding of tax treatment for financial instruments including
derivatives, swaps, and other structured transactions.
- Ability to interpret complex tax matters and communicate implications
effectively to both technical and non-technical stakeholders.
- Experience working alongside external accounting firms, fund administrators,
and audit teams.
- CPA designation and/or advanced taxation degree preferred.
- Strong analytical, organizational, and problem-solving capabilities.
- Advanced Excel proficiency and comfort working with large financial datasets.
- Ability to manage competing priorities while operating effectively in a
collaborative team environment.
\n $175,000 - $200,000 a year Compensation will be competitive and commensurate with experience. Bonus eligibility included. Hybrid work environment
Benefits may include
- Medical, Dental, and Vision Insurance
- 401(k) Retirement Plan
- Paid Time Off and Holidays
- Professional Development Opportunities
- Performance-Based Incentive Compensation
\n