Manager - Fund Tax

Job Description

Job Description

Manager - Fund Tax Key Responsibilities

• Oversee and review federal, state, and other tax filings for investment funds and related entities.
• Review tax provisions and disclosures included in financial statements.
• Manage tax analyses affecting fund distributions, including complex book-to-tax adjustments and investment-related tax considerations.
• Support distribution planning and reporting to ensure compliance with applicable regulatory and tax requirements.
• Oversee fund-level tax compliance testing and reporting requirements.
• Evaluate tax implications related to fund restructurings, mergers, and other corporate actions.
• Drive process improvements, automation initiatives, and enhancements to internal controls.
• Mentor and develop junior team members while providing technical tax guidance.
• Collaborate cross-functionally with accounting, finance, operations, legal, and portfolio management stakeholders.

Manager - Fund Tax Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA designation preferred.
• 5+ years of tax experience within public accounting, financial services, asset management, or investment fund environments.
• Strong knowledge of investment-related taxation, partnership taxation, or regulated investment company (RIC) taxation.
• Experience researching complex tax issues and interpreting regulatory guidance.
• Prior leadership or supervisory experience preferred.
• Advanced Excel skills and familiarity with tax research tools.
• Strong communication, analytical, and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.

\nCompany Description

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.

By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.

We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.

From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Company Description

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.