Tax Manager

$160k - $185k

Vaco by Highspring

Lincoln, NE

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

Bachelors 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

Apply

Vacancy posted 2 days ago

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