Tax Manager

Title: Tax Manager, Mutual FundsCompany: Investment Management / Asset ManagementCompensation: $160K - $185K base salaryLocation: San Diego, CA (Remote flexibility)About the RoleOur client, a leading global investment management firm, is seeking a Tax Manager to support the tax operations of its mutual fund platform. Reporting to the Managing Director of Tax, this role will oversee key tax compliance and reporting activities while partnering closely with investment, private equity, investor relations, business development, real estate, fund accounting, legal, and compliance teams. The position will also leverage support from direct reports and contractor resources to ensure timely and accurate tax reporting across the mutual fund platform.Key ResponsibilitiesOversee end-to-end tax compliance and reporting for mutual funds, including review of federal and state tax returns, tax provisions, and shareholder tax reporting prepared by external providersManage and review work performed by direct reports, contractors, and external service providers to ensure accuracy and timelinessCoordinate with external advisors on tax matters impacting registered investment companies and related investment structuresSupport responses to shareholder, investor, and internal tax inquiriesReview and oversee shareholder tax reporting, including Forms 1099-DIV, 1099-B, and related reporting requirementsMonitor compliance with Subchapter M requirements, including regulated investment company (RIC) qualification, distribution requirements, and excise tax calculationsReview tax treatment of portfolio transactions, capital gains, dividends, foreign tax credits, and other mutual fund tax attributesPartner closely with investment, private equity, investor relations, business development, real estate, fund accounting, and operations teams on tax-related mattersSupport FATCA and CRS reporting obligations and coordinate with internal compliance teams on related requirementsManage tax notices and correspondence from federal, state, and foreign tax authoritiesAssist with tax implications related to new fund launches, fund reorganizations, mergers, liquidations, and other strategic initiativesIdentify opportunities for process improvement and enhanced operational efficiency across the tax functionProvide technical tax guidance and operational support to internal stakeholdersQualificationsBachelor's degree required7+ years of tax experienceMutual fund tax experience requiredFinancial services industry and/or Big Four public accounting background requiredStrong understanding of mutual fund taxation, Subchapter M, shareholder reporting, and investment company structuresExperience reviewing Forms 1099 and other shareholder tax reporting requirementsDemonstrated ability to work independently with minimal supervisionStrong attention to detail with the ability to self-review work product and maintain a high level of accuracyExcellent communication, analytical, and project management skillsAdvanced Excel skills and comfort improving processes through automation and technology toolsCPA or JD preferred