Tax Manager

Overview Job Location: Remo Industry/Company Size: Financial Services/Insurance Why Open: newly created In this highly visible role , you'll work at the intersection of tax, investments, accounting, and business strategy, helping guide critical tax compliance, planning, reporting, and research activities that support the company's investment portfolio and long-term growth. What You’ll Do Investment Tax Compliance & Reporting Lead investment tax liability calculations, provisions, and reporting activities Manage federal income tax compliance for investment portfolios, including tax returns, K-1 reporting, accounting methods, and new investment analysis Ensure accurate, timely, and consistent investment tax reporting and analytics Maintain and strengthen tax controls and governance processes Tax Planning & Strategic Initiatives Identify and communicate tax planning opportunities that enhance business value Research and analyze domestic and international investment tax matters Evaluate alternative investment structures and provide tax guidance on new transactions Advise leadership on tax implications of investment decisions and business initiatives Process Improvement & Cross-Functional Partnership Streamline and optimize investment tax data, reporting, and compliance processes Partner closely with Investment Accounting, Finance, and other stakeholders to deliver high-quality reporting and insights Coordinate with external advisors, auditors, and tax specialists Drive continuous improvement initiatives that increase efficiency and scale What We're Looking For Bachelor's degree in Accounting, Finance, Tax, or a related field 8–20 years of experience in investment tax, corporate tax, public accounting, or a related area Strong experience with investment tax liability calculations, tax provisions, and reporting Deep understanding of federal income tax compliance for investments, including tax returns, K-1s, and accounting methods Experience conducting technical tax research and interpreting complex tax regulations Proven ability to partner with cross-functional teams and influence stakeholders Strong analytical, communication, and problem-solving skills Background in financial services, insurance, asset management, private equity, or investment-focused organizations Knowledge of domestic and international investment tax considerations Track record of identifying tax planning opportunities and process improvements Ability to operate both strategically and hands-on in a collaborative environment #J-18808-Ljbffr