Hedge Fund Tax Manager

Tax Manager

Our client, a global investment organization with a sophisticated alternative strategies platform, is seeking a Tax Manager to join its expanding finance team. This position will play a key role in supporting investment vehicles and managed account structures through oversight of tax operations, strategic tax planning, and coordination of external service providers.

The successful candidate will work cross-functionally with investment professionals, fund operations, finance, legal, and external advisors to help ensure efficient tax reporting, strong governance practices, and effective support for tax-sensitive investment activity.

This opportunity is well suited for a motivated tax professional who enjoys operating in a fast-paced investment environment and contributing to the buildout of scalable infrastructure within a growing business.

Responsibilities

• Oversee tax-related activities for investment partnerships and managed account structures, including coordination of filings, investor reporting, and related compliance obligations.
• Review and manage tax deliverables prepared by external accounting firms and administrators.
• Provide guidance to internal stakeholders regarding the tax impact of investment activity and portfolio transactions.
• Assist in evaluating tax considerations associated with equities, fixed income instruments, derivatives, and other complex financial products.
• Support internal processes related to tax allocations, realized/unrealized gains and losses, and investment accounting matters.
• Coordinate with auditors, administrators, and external advisors to resolve reporting issues and maintain consistency across tax workstreams.
• Track changes in tax legislation, regulatory guidance, and reporting requirements relevant to investment management businesses.
• Help strengthen internal controls, operating procedures, and governance documentation related to tax operations.
• Identify opportunities to improve efficiency, reduce operational risk, and enhance reporting accuracy across tax processes.
• Participate in strategic projects and operational initiatives supporting the continued growth of the platform.

Qualifications & Preferred Experience

• 5+ years of experience within investment management tax, partnership taxation, or public accounting environments.
• Background supporting hedge funds, private funds, alternative investments, or managed account structures preferred.
• Familiarity with partnership allocations, investor reporting, and fund-related tax compliance requirements.
• Understanding of tax treatment for financial instruments including derivatives, swaps, and other structured transactions.
• Ability to interpret complex tax matters and communicate implications effectively to both technical and non-technical stakeholders.
• Experience working alongside external accounting firms, fund administrators, and audit teams.
• CPA designation and/or advanced taxation degree preferred.
• Strong analytical, organizational, and problem-solving capabilities.
• Advanced Excel proficiency and comfort working with large financial datasets.
• Ability to manage competing priorities while operating effectively in a collaborative team environment.

$175,000 - $200,000 a year Compensation will be competitive and commensurate with experience. Bonus eligibility included. Hybrid work environment Benefits may include: Medical, Dental, and Vision Insurance 401(k) Retirement Plan Paid Time Off and Holidays Professional Development Opportunities Performance-Based Incentive Compensation