A global investment management firm seeks a Tax Manager to join their dynamic team.

Responsibilities

The Manager will be responsible for coordinating and overseeing projects and work streams designed to transform the tax reporting function at the firm, with an emphasis on providing real-time tax data and analytics to streamline reporting and inform decision making. The candidate will work closely with other Firm personnel in accounting, tax, equity, operations and IT along with our outside tax/accounting service providers to ensure that accounting, legal entity, and investor information is tax-sensitized and validated to ensure accurate tax reporting across the firm Operating Group, Intermediate Holding Companies and the ultimate firm unitholders of the corporate structure.

• Managing tax deliverables and processes alongside external tax service providers;
• Managing various strategic tax projects and keeping pace with various state and local legislative changes;
• Delivering accurate and timely tax information for the management company and equity partners;
• Ensuring accuracy and timing of US federal, international, state and local tax returns, and payments;
• Reviewing and calculating the book/tax differences, tax allocations, trial balance, capital accounts and partner allocations;
• Assisting in the analysis of cross-border acquisitions and dispositions to determine proper tax treatment for US purposes;
• Reviewing quarterly tax estimates, withholding statements, and annual K-1 deliverables;
• Drafting various communications to senior stakeholders and partners across the organization;
• Drafting correspondence with state and federal tax authorities;
• Managing responses and documentation for all aspects of audits.

Qualifications
• 5+ years of relevant tax experience
• Strong knowledge of general accounting, with knowledge of financial investment issues being a plus
• The candidate must be proficient in Microsoft Excel and Word.

• A Bachelor’s degree relevant to position and CPA preferred, a Master’s degree a plus.

Benefits

• In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement
• The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education

 

 

 

Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

 

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Posted On: Tuesday, May 20, 2025
Compensation: $120,000 -$150,000