Tax Director

Mission Staffing

New York, NY

Company Information:

A well-established investment management firm known for a disciplined approach and a strong, collaborative culture.

Job Description:

Oversee tax compliance across multiple jurisdictions for the firm’s funds and management company
Coordinate with fund administrators and outside tax advisers on allocations, estimates, and filings
Prepare tax reconciliations and investor tax estimates
Lead year-end tax planning and reporting
Serve as a point of contact for investor tax questions in partnership with other internal teams
Partner with Investment and Trading teams to improve fund tax efficiency
Manage tax audits at the federal and state level
Stay current on tax legislation changes relevant to the business
Oversee tax filings for a principal’s family office and related charitable entities
Contribute to budgeting, forecasting, and expense management for the management company

Requirements / Qualifications:

Bachelor’s degree in Accounting or Finance
CPA required
8+ years of tax experience, ideally starting in public accounting before moving in-house at a fund or investment manager
Highly commercial and creative thinker, able to develop practical solutions to complex tax matters
Strong business partner mindset, using sound judgment in the firm’s best interest rather than a strictly by-the-book approach
Exceptional interpersonal, organizational, and communication skills
High level of personal integrity and ethical standards
Comfortable in a fast-paced, performance-driven environment with a continuous-improvement mindset

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Vacancy posted 2 days ago

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