Fund Services Tax Manager
Robert Half
DescriptionWe are looking for an accomplished tax specialist to join a global investment management organization in Boston, Massachusetts. This role offers the opportunity to guide tax strategy and oversight across a broad range of investment products while partnering with teams throughout the business. The position is well suited for someone who combines deep technical tax knowledge with strong leadership, process improvement, and cross-functional collaboration skills.Responsibilities:• Direct tax oversight activities for investment products from initial development through ongoing governance and support.• Track changes in international tax rules and work with internal partners to maintain compliance and operational preparedness.• Strengthen tax-related controls, refine reporting workflows, and advance automation and efficiency initiatives across processes.• Analyze complex cross-border tax issues, including withholding and capital gains matters, and present clear guidance to business stakeholders.• Serve as a key tax resource for teams across investment operations, portfolio management, relationship management, product development, and sales.• Provide leadership, coaching, and career development support to team members while promoting consistent best practices.• Partner with stakeholders to assess tax implications for new and existing fund structures, including mutual fund and global custody-related considerations.• Support tax compliance processes tied to investment products by identifying risks, recommending solutions, and improving execution standards.Requirements• At least 10 years of tax experience within investment management, asset management, banking, or a related financial services environment.• Strong expertise in investment product taxation and international tax compliance requirements.• Demonstrated success improving tax processes, implementing operational controls, and enhancing reporting effectiveness.• Ability to build relationships across functions and influence decision-making with both technical and non-technical stakeholders.• Previous experience leading, mentoring, or managing tax professionals or broader project teams.• Bachelor’s degree required; an advanced degree in taxation or prior public accounting experience is advantageous.• Familiarity with mutual funds, global custody, and tax compliance processes within complex investment structures.• Exposure to digital assets and related investment products is highly preferred.Job typePerm
$110k - $188.75k
The Tax Center of Excellence (CoE) is tasked with managing global tax compliance for the organization's investment products, maintaining adherence to all relevant... ...accurate, timely, and efficient tax outcomes for funds and investors.Proactively monitor tax legislative, regulatory...SuggestedFull timeTemporary workWork at officeFlexible hours- The oversight team is the main tax point of contact for Clients,... ...for Client Auditors. The tax services include, but are not limited to... ...process to ensure adherence to fund policiesResearch and respond... ...environmentPossess leadership and people management skillsCollaborate across...SuggestedLocal area
- ...alternative strategies platform, is seeking a Tax Manager to join its expanding finance team. This... ...planning, and coordination of external service providers. The successful... ...functionally with investment professionals, fund operations, finance, legal, and external...Suggested
$138k - $172.5k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$155k - $210k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll embark on... ...of your success!The RoleSenior Managers in our Private Client Services... ..., Alternative Investment Fund Principals, Trusts and Estates...SuggestedFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$112k - $150k
...The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting... ...* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees...Work at officeLocal area$99k - $266k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelManagerJob Description & SummaryThe OpportunityAs a Specialized Tax Services - Research & Development Tax - Manager, you will provide tax advice and solutions to clients in complex and niche areas...Full timeH1b$99k - $266k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelManagerJob... ...SummaryA career within International Tax Services will provide you with the opportunity to... ...border tax needs both locally and globally by managing their global tax rates, finding areas of...Full timeH1bLocal area$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior ManagerJob... ...& SummaryAt PwC, our people in tax services focus on providing advice and guidance to... ...and increased efficiencies. As a Senior Manager you are to lead large projects, innovate...Full timeH1b$145k - $158k
...remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4... ...collaborator and relationship-builder, working cross-functionally across fund and investment operations and with technology...Full timeWork at officeLocal areaRemote work1 day per week$78k - $165k
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut... ...expertise, scale, and technology.Job DescriptionJob Title: Manager, Hedge Fund AccountingLocations: New York City (hybrid), Union, NJ (hybrid...Ongoing contractFull timeWork at office$225k - $337.5k
...as SVP, Head of Accounting & Fund Administration. This executive... ...Accounting and Fund Administration services across a global operating... ...Partner with Sales, Relationship Management, and Product teams to support... ...and, eligibility for certain tax advantaged savings plans.For a...Full timeTemporary workFlexible hours- As a leading financial services and healthcare technology company based on revenue, SS... ...technology.Job DescriptionJob Title: Manager, Private Equity Fund Accounting Locations: New York, NY (hybrid... ..., and internal teams Assist with tax reporting support and other client deliverables...Ongoing contractFull timeWork at office
$129.23k - $215.38k
...Interested in taking your tax and business experience to a whole... ...The Team National Federal Tax Services (NFTS) is a national practice... ...dependent upon effective data management and a knowledge of financial products... ...tax analysis for mutual fund, hedge fund, and insurance clientsCalculate...Full timeWork at officeLocal area$145k - $245k
...inline style */ Department Tax /*generated inline style */ Location... ...the nation’s top professional services firms, CohnReznick creates... ...optimize performance, manage risk, and maximize value through... ...other alternative investment funds. You’ll gain valuable knowledge...Local areaFlexible hours3 days per week$124k - $335k
...ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...SummaryA career in our Financial Services Tax practice, within Corporate... ...their tax obligations while managing the impact tax has on their business... ...- Knowledge of structuring funds to limit tax liability-...Full timeH1bLocal areaOverseas- As a leading financial services and healthcare technology company based... ...: Associate Director, Hedge Fund AccountingLocations: New York,... ...the Hedge Fund Accounting team manage and lead teams in monitoring... ...Where applicable, support the tax team with information to prepare...Ongoing contractFull timeWork at office
$100.35k - $205k
...delivering compliance and consulting services to individual clients and... ...solutions to complex tax issues? Do you not only know what... ...2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice... ...facilitation skills.Knowledge of fund accounting and general ledger...Private practiceWork at officeLocal area$170k - $267.5k
...Managing Director, Product Management – Fund Accounting & Fund Administration (FAA) Location: Boston & Kansas City... ...accounting and fund administration services in North America. Key... ...certain sales roles) ~ Eligibility for tax‑advantaged savings plans ~ Paid volunteer...Temporary work$145k - $175k
...Role Summary We are seeking an experienced Tax Manager with deep expertise in real estate to oversee tax compliance, planning, and advisory services for real estate clients, including partnerships, funds, and high‑net‑worth investors. This role requires a strong understanding...Local area$150k - $165k
...seeking a highly skilled and detail-oriented Tax Manager to join their team. This position will... ...structures, including private equity funds, portfolio companies, and related entities... ...Private Equity Principals, Financial Services, and Investment Management #J-18808-Ljbffr...Full timeWork at office$170k - $220k
...seeking a skilled and motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead... ...comprehensive tax compliance and strategic planning services across fiduciary, estate, gift, and... ...and acquisitions, entrepreneurship, funding requirements, growth objectives and exit...$112.5k - $185k
...Tax Manager – Audax Group Join to apply for the Tax Manager role at Audax Group . This range... ...off of tax workpapers and tax returns for funds, GP and Co-Invest entities Review and... ...charitable donation match, family support services (including Bright Horizons and Benefit...Full time- ...your goals. EisnerAmper is seeking a Tax Manager in our Affordable Housing Tax practice.... ...including real estate private equity funds, public and private REITs, as well as privately... ...and provides clients with exceptional services. Whatit Means to Work...Local area
- ...dynamic team at one of the world's top tax firms. Enjoy a collaborative,... ...KPMG is currently seeking a Tax Manager/Tax Senior Manager to join our Business Tax Services practice.... ...knowledge of real estate investment funds and REITs Direct teams of tax...Local area
$175k - $200k
...Tax Manager Massachusetts; New York; New York City Man Group is a global alternative... ...supporting Man's US tax aware commingled funds and separately managed accounts. The role... ...related activity performed by third-party service providers. Overseeing the...Temporary workWork at officeLocal areaFlexible hours$170k - $220k
...Senior Tax Manager – Boston, MA WS Advisors is seeking a driven and growth-oriented senior... ...client connections through exceptional service and proactive communication. Provide sophisticated... ..., M&A considerations, exit planning, funding structures, and entrepreneurial...$146k - $200k
Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.Job Duties:Performs tax planning, preparation and research for pass through entities (S-corps, LLCs,...Work at office$99.75k - $262.5k
Job Summary:An International Tax Senior Manager is responsible for advising clients of the tax implications relating to their business objectives... ...Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for...Work at officeLocal area- Job Summary:The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying...Work at officeLocal area
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