Tax Manager
$160k - $185kVaco by Highspring
Title: Tax Manager, Mutual Funds
Company: Investment Management / Asset Management
Compensation: $160K - $185K base salary
Location: San Diego, CA (Remote flexibility)
About the Role
Our 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 Responsibilities
- Oversee 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 providers
- Manage and review work performed by direct reports, contractors, and external service providers to ensure accuracy and timeliness
- Coordinate with external advisors on tax matters impacting registered investment companies and related investment structures
- Support responses to shareholder, investor, and internal tax inquiries
- Review and oversee shareholder tax reporting, including Forms 1099-DIV, 1099-B, and related reporting requirements
- Monitor compliance with Subchapter M requirements, including regulated investment company (RIC) qualification, distribution requirements, and excise tax calculations
- Review tax treatment of portfolio transactions, capital gains, dividends, foreign tax credits, and other mutual fund tax attributes
- Partner closely with investment, private equity, investor relations, business development, real estate, fund accounting, and operations teams on tax-related matters
- Support FATCA and CRS reporting obligations and coordinate with internal compliance teams on related requirements
- Manage tax notices and correspondence from federal, state, and foreign tax authorities
- Assist with tax implications related to new fund launches, fund reorganizations, mergers, liquidations, and other strategic initiatives
- Identify opportunities for process improvement and enhanced operational efficiency across the tax function
- Provide technical tax guidance and operational support to internal stakeholders
Qualifications
- Bachelor's degree required
- 7+ years of tax experience
- Mutual fund tax experience required
- Financial services industry and/or Big Four public accounting background required
- Strong understanding of mutual fund taxation, Subchapter M, shareholder reporting, and investment company structures
- Experience reviewing Forms 1099 and other shareholder tax reporting requirements
- Demonstrated ability to work independently with minimal supervision
- Strong attention to detail with the ability to self-review work product and maintain a high level of accuracy
- Excellent communication, analytical, and project management skills
- Advanced Excel skills and comfort improving processes through automation and technology tools
- CPA or JD preferred
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Tax Manager in Fresno, CA vacancy
- Tax ManagerPosition Overview We are seeking a knowledgeable and detail-oriented Tax Manager to join our finance team. The Tax Manager will be responsible for overseeing tax planning, compliance, and reporting activities, ensuring adherence to tax regulations while optimizing...SuggestedLocal area
CyberCoders
Fresno, CA3 days ago $110k - $160k
...Tax Manager An established CPA firm is looking to add a Tax Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Manager to join a team of...SuggestedLocal areagpac
Fresno, CA3 days ago$107k - $150k
...relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe... ...development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with...SuggestedFull timeSorren
Fresno, CA2 days ago$100k - $225k
...Now Hiring: Tax Professionals | Remote, Hybrid & Onsite | $100K–$225K One of my top clients — a well-established, rapidly growing 80-person CPA firm — is expanding its tax division and looking for talented tax professionals at multiple levels. Flexible location options...SuggestedImmediate startRemote workFlexible hoursAtlas Search
Fresno, CA1 day ago- ...CV Resources has partnered with a highly reputable cpa firm seeking an outstanding Tax Manager to add to their top tier of professionals. The ideal candidate will be responsible for overseeing all tax related decisions and activities in the organization. You will help...SuggestedRemote work
CV Resources
Fresno, CA3 days ago $150k - $175k
...Senior Tax Manager Location Fresno, CA Base Pay $150,000.00 - $175,000.00 / Year Required Degree 4 Year Degree Minimum Experience 6 Years Description Direct visibility to executive leadership and ownership. A real team underneath...Seasonal workLocal areaPartners Personnel Management
Fresno, CA1 day ago$141.15k - $288.38k
...Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving major players in partnership... ..., we have an exciting opportunity for you as a Tax Senior Manager on our growing team! Work You’ll Do As a Tax Senior Manager, you...Work at officeLocal areaDeloitte
Fresno, CA1 day ago- ...We are seeking an experienced Senior Tax Manager to lead the tax function for a complex, multi-entity agricultural and real estate organization. This is an opportunity to take ownership of the tax function—not simply manage a client list. You’ll lead a small tax team...
Partners Personnel
Fresno, CA3 days ago - ...R&D Tax Credit Manager / Senior Manager | Carolinas or Remote Talent Fund Select Partners is partnering with a well-established regional CPA and advisory firm to identify an experienced R&D Tax Credit Manager / Senior Manager. This is much more than a traditional...Remote workFlexible hours
Talent Fund Select Partners
Fresno, CA13 hours ago $145k - $190k
...Job Description Job Description Tax Manager – CPA Firm | Hybrid Fresno, CA | $145,000–$190,000+ DOE | Hybrid Schedule You’ve Earned the Experience. Find a Firm Worth Staying With. At this point in your career, the next opportunity should be about more than another...Remote workHaystack Consultants
Fresno, CAa month ago$140k - $190k
...Job Description Job Description Partner Track Tax Manager Tax Advisory | Real Estate | Agriculture | Future Equity Opportunity Compensation: $140,000 - $190,000 Base + Performance Bonus + Partner Track Location: Fresno, California Schedule: Flexible Hybrid...Flexible hoursWertz & Associates
Fresno, CAa month ago$120k - $160k
...Job Description Job Description Tax Manager, CPA Tax Advisory | Client Relationships | Industry Specialization | Leadership Opportunity Compensation: $120,000 - $160,000 Base + Performance Bonus Opportunities Location: Fresno, California Schedule: Flexible...Flexible hoursWertz & Associates
Fresno, CAa month ago$170k - $250k
...Sorren Tax Function Leader Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach... ...development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with...Full timeLocal areaShift workSorren
Fresno, CA13 hours ago$110k - $120k
...Click our Jobot logo and follow our LinkedIn page! Job details: Tax Senior - Voted Best & Brightest Companies to Work For in... ...environment. We are currently looking for Tax Staff, Tax Seniors and Managers to join our team! Why join us? Do you want to be a part of a talented...Flexible hours- ...in a dynamic, regulated environment that values integrity, risk management, and client-focused solutions. Team members benefit from... ...payroll processing cycles, ensuring accurate calculation of wages, taxes, garnishments, and benefits, and maintaining compliance with German...Full timeRemote work
- ...Summary Reporting to the Director of Payroll Operations, the Payroll Manager oversees and directs all aspects of the payroll function and... ...for all employees in compliance with federal, state and local tax regulations and requirements, as well as, internal policies and...Work at officeLocal area
- ...inclusive environment for all employees. Role Description The Payroll Manager at Trestle Co. is a part-time, remote role responsible for... ...local payroll regulations. The role also involves handling payroll tax filings, administering garnishments, coordinating with benefits...Part timeLocal areaRemote workFlexible hours
- ...-driven setting. Role Description This part-time remote Payroll Manager role is responsible for overseeing accurate and timely payroll processing... .... The role also involves monitoring garnishments, payroll taxes, and benefits-related deductions, maintaining detailed records,...Part timeLocal areaRemote work
- ...Job Description Job Description Payroll Manager Role Overview Stardom Employment Consultants is seeking an experienced Payroll... ...employees are paid accurately and on schedule. - Manage payroll tax filings, deductions, garnishments, and year-end reporting. -...Local area
Stardom Employment Consultants
Fresno, CA12 days ago $100k - $120k
...Job Description Ultimate Staffing is seeking experienced accounting manager/controller level candidates. The Controller oversees the Finance Department and activities ensuring compliance with all federal and state requirements. The Controller supervises and...Local areaUltimate LLC
Fresno, CA22 hours ago$122.03k - $244.88k
...innovation, and lead in their industries.Recruiting for this role ends on 10/23/2026.Work you’ll doAs an Accounting & Reporting Technology Manager, you will:Lead the coordination and execution of Accounting & Reporting Technology strategic initiativesLead client pursuits and...Interim roleWork at officeLocal areaVisa sponsorshipDeloitte
Fresno, CA2 days ago$120k - $195k
...to fully remote with occasional travel to the Santa Barbara office** Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. We envision this person to be a future leader for the firm taking...Remote jobWork experience placementWork at officeLocal areaFlexible hours- ...successful candidate will be deeply involved in the day-to-day accounting function, month-end close process, financial reporting, audit management, technical accounting matters, and Board-level reporting. The Controller will lead a lean, high-performing accounting team of...Local area
Stardom Employment Consultants
Fresno, CA4 days ago $110k - $130k
...This position plays an important role within the accounting team, with a primary focus on Accounts Payable leadership, vendor management and 1099 administration across multiple entities, while also supporting broader accounting responsibilities and shifting business...Permanent employmentFull timeLocal areaShift workJobot
Fresno, CA1 day ago- Assistant Controller Role Overview Stardom Employment Consultants is seeking an Assistant Controller for an accounting and finance opportunity in the Fresno area. This role supports accurate financial reporting and day-to-day accounting operations while helping strengthen...
Stardom Employment Consultants
Fresno, CA4 days ago $60k - $75k
...functions and ongoing operational projects: Perform GL reconciliations and maintain accuracy across accounts Track and manage loan balances and related activity Review and analyze expenses and financial data Assist with financial reporting and...Full timeWork at officeWork from homeHaystack Consultants
Fresno, CA13 hours ago- ...Responsibilities include: Support the Controller in overseeing daily accounting operations and core financial functions. Manage monthly and year-end close activities, including account reconciliations, journal entries, and financial statement preparation....
Provost & Pritchard
Clovis, CA22 hours ago $79.4k - $108.9k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...for improvement. Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from...Local areaWorldwideBaker Tilly
Fresno, CA13 hours ago$110k - $135k
...leadership team with a clear vision for growth Supportive environment with an emphasis on work-life balance Defined path toward Manager and beyond About the Role You'll take ownership of audit engagements from planning through completion, while serving as a...Flexible hoursHaystack Consultants
Fresno, CA13 hours ago$27 - $41 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including...Work at officeLocal areaMonday to FridayIntuit
Fresno, CA17 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager. Be the first to apply!
