Tax Operations Manager

Company OverviewWe are partnering with a market-leading alternative investment manager with a global footprint and significant capital under management. The firm specializes in complex credit and structured investment strategies and continues to experience substantial growth across products, investors, and jurisdictions.As the organization scales, the Investor Operations and Tax Operations infrastructure is evolving to support increasing regulatory complexity, investor onboarding volume, and global reporting requirements.The OpportunityThe Tax Operations Team currently operates within a growing global reporting structure that requires additional leadership support to improve scalability, execution, and operational efficiency.The Senior Associate (Team Lead) will oversee offshore tax operations execution, manage day-to-day workflow, support investor onboarding and tax reporting processes, and serve as a primary escalation point for operational and reporting matters.This role sits at the intersection of investor operations, tax reporting, compliance, and process improvement, making it ideal for someone who enjoys balancing technical execution, leadership, and operational oversight.Key ResponsibilitiesTeam Leadership & Operational OversightLead and manage offshore tax operations workflow and daily execution activitiesOversee deliverables, quality control, capacity planning, and SLA performanceAssign work, monitor team metrics, and ensure timely completion of operational tasksServe as escalation point for complex tax operations and onboarding issuesSupport training, development, and performance management across the teamInvestor Onboarding & Tax OperationsOversee onboarding and maintenance of investor tax documentation for domestic and international investorsReview and validate tax forms including W-9, W-8, and FATCA/CRS self-certificationsSupport onboarding due diligence and tax-related investor communicationsMaintain accuracy and integrity of investor tax data within internal systemsCoordinate withholding and reporting support across investor accountsTax Reporting & Regulatory ComplianceSupport U.S. and international tax reporting requirements, including:K-110991042-SForm 8966FATCA / CRS submissionsEnsure compliance with U.S. reporting requirements and international tax regimes, including Cayman Islands and Luxembourg frameworksAssist with operational support for tax filings and reporting deliverablesPartner with internal tax, legal, and compliance stakeholders on regulatory mattersProcess Improvement & AutomationIdentify opportunities to improve operational workflows and controlsPartner with Operations and Technology teams on automation and reporting enhancementsAssist with standardization of onboarding and reporting proceduresSupport implementation of process improvements leveraging technology and automation toolsIdeal Candidate Profile5+ years of experience in tax operations, investor operations, fund administration, or related financial services environmentsPrior management or team leadership experience requiredStrong experience with tax form validation for both domestic and foreign investorsKnowledge of FATCA, CRS, withholding, and IRS information reporting requirements requiredExperience supporting U.S. and international tax filingsStrong organizational and prioritization skills within high-volume environmentsExcellent written and verbal communication skillsHistorically strong candidates often come from large banks, fund administrators, or Big 4 environmentsPreferred QualificationsExperience with Microsoft Dynamics or comparable CRM systemsExposure to Power BI, automation tools, and/or AI-enabled workflowsExperience working within alternative investments, private credit, or asset management environmentsWhy This OpportunityHigh-visibility operational leadership role within a growing investment platformOpportunity to help scale and modernize tax operations infrastructureBlend of leadership, tax operations, investor onboarding, and process improvement workCollaborative culture with strong internal advancement opportunitiesCompetitive benefits including fully covered healthcare, generous PTO, retirement contributions, wellness programs, and hybrid flexibility