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Hedge Fund Tax Manager

ArootahBoston, Massachusetts, United States …Full Time Permanent
Posted 4 weeks ago
International TaxM&A AdvisoryIndirect / VAT
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Role description

From the employer

About 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.

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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

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