Tax Manager

Title : Tax Manager, Private Credit Funds
Company : Private Investment Management / Asset Management
Compensation : $145K - $170K base salary
Location : La Jolla, CA

About the Role

Our client, a leading investment management firm, is seeking a Tax Manager to support the tax operations of its private credit investment vehicles. This role will partner closely with fund accounting, legal, investor services, and investment teams while overseeing external tax providers and ensuring timely, accurate fund tax compliance reporting.

Key Responsibilities

* Oversee end to end tax compliance for private credit funds, including review of federal and state tax returns, estimates, and investor K-1 distributions prepared by external providers
* Coordinate with external advisors on non U.S. tax filings and related compliance matters
* Support responses to investor and client tax inquiries
* Manage IRS withholding documentation, treaty claims, and review Forms 1042-S for withholding accuracy
* Review and manage informational filings and elections including Forms 926, 5471, 5472, 8621, 8865, 8886, and related filings
* Monitor U.S. withholding tax requirements related to foreign investors, including FDAP and ECI reporting, and oversee Forms 1042 and 8804 filings
* Assist with Forms 1099, FBAR filings, and annual blocker corporation tax provisions
* Partner with internal compliance teams on FATCA and CRS reporting obligations
* Support entity formation and dissolution activities for investment structures
* Manage notices and correspondence from federal, state, and foreign tax authorities
* Provide technical tax guidance and operational support to internal stakeholders

Qualifications

* Bachelor's degree required
* 6+ years of tax experience within Big Four or public accounting environments focused on asset management/private credit funds
* Strong understanding of partnership taxation, withholding tax, and investment fund structures
* Advanced Excel skills and comfort improving processes through automation and technology tools
* Highly organized with strong attention to detail and ability to manage multiple priorities in a fast paced environment
* Strong communication, analytical, and project management skills
* CPA or JD preferred

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io.

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

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Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
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Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here ( Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.