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Tax Manager

Robert Half

Job Description

Job Description

We're partnering with a large investment firm whose got a rare opening working directly for the CFO in a hands on Tax Management role. This person will serve as a key tax subject matter expert supporting the organization’s partnership, corporate, and individual K-1 reporting obligations. This is an ideal opportunity for a tax professional who enjoys being deeply involved in the work, improving process flow, and operating as a senior individual contributor rather than managing a team.

For immediate consideration send resumes directly to View email address on us.fitly.work

 

The Impact You’ll Make

  • Lead the tax compliance process across partnerships, corporate entities, and individual K-1 reporting
  • Ensure accurate and timely preparation, review, and delivery of tax filings and investor reporting
  • Partner with internal stakeholders and external advisors to support tax compliance and planning initiatives
  • Help drive process improvements, strengthen controls, and create efficiencies across the tax function
  • Stay ahead of tax law and regulatory changes impacting investment structures and reporting requirements
  • Support special projects and strategic tax matters in close partnership with the CFO

Why This Role

  • Direct exposure to the CFO
  • High-impact, visible role within a large investment firm
  • Opportunity to own and improve important tax processes
  • Strong fit for a technically strong, detail-oriented tax professional seeking a strategic individual contributor position

What You'll Bring to the table:

  • 5+ years of recent, directly relevant tax experience
  • Strong technical expertise in partnership tax, corporate tax, and individual tax reporting
  • Deep experience with Schedule K-1s
  • Background in investment management, private equity, hedge funds, asset management, or a related financial services environment
  • Ability to work independently, manage multiple deadlines, and thrive in a complex, fast-paced setting

High Preference for anyone with:

  • CPA preferred
  • Master’s in Taxation preferred
  • Big 4 training/foundation highly valued

We're partnering with a large investment firm whose got a rare opening working directly for the CFO in a hands on Tax Management role. This person will serve as a key tax subject matter expert supporting the organization’s partnership, corporate, and individual K-1 reporting obligations. This is an ideal opportunity for a tax professional who enjoys being deeply involved in the work, improving process flow, and operating as a senior individual contributor rather than managing a team.

For immediate consideration send resumes directly to View email address on us.fitly.work '

The Impact You’ll Make

  • Lead the tax compliance process across partnerships, corporate entities, and individual K-1 reporting
  • Ensure accurate and timely preparation, review, and delivery of tax filings and investor reporting
  • Partner with internal stakeholders and external advisors to support tax compliance and planning initiatives
  • Help drive process improvements, strengthen controls, and create efficiencies across the tax function
  • Stay ahead of tax law and regulatory changes impacting investment structures and reporting requirements
  • Support special projects and strategic tax matters in close partnership with the CFO

Why This Role

  • Direct exposure to the CFO
  • High-impact, visible role within a large investment firm
  • Opportunity to own and improve important tax processes
  • Strong fit for a technically strong, detail-oriented tax professional seeking a strategic individual contributor position

What You'll Bring to the table:

  • 5+ years of recent, directly relevant tax experience
  • Strong technical expertise in partnership tax, corporate tax, and individual tax reporting
  • Deep experience with Schedule K-1s
  • Background in investment management, private equity, hedge funds, asset management, or a related financial services environment
  • Ability to work independently, manage multiple deadlines, and thrive in a complex, fast-paced setting

High Preference for anyone with:

  • CPA preferred
  • Master’s in Taxation preferred
  • Big 4 training/foundation highly valued

Vacancy posted 13 days ago
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