Tax Manager – Investment Funds & Advisory – Client Role

About The RoleOur client, a global investment organization with a sophisticated alternative strategies platform, is seeking a Tax Manager to join its expanding finance team. This position will play a key role in supporting investment vehicles and managed account structures through oversight of tax operations, strategic tax planning, and coordination of external service providers.The successful candidate will work cross-functionally with investment professionals, fund operations, finance, legal, and external advisors to help ensure efficient tax reporting, strong governance practices, and effective support for tax-sensitive investment activity.This opportunity is well suited for a motivated tax professional who enjoys operating in a fast-paced investment environment and contributing to the buildout of scalable infrastructure within a growing business.ResponsibilitiesOversee tax-related activities for investment partnerships and managed account structures, including coordination of filings, investor reporting, and related compliance obligationsReview and manage tax deliverables prepared by external accounting firms and administratorsProvide guidance to internal stakeholders regarding the tax impact of investment activity and portfolio transactionsAssist in evaluating tax considerations associated with equities, fixed income instruments, derivatives, and other complex financial productsSupport internal processes related to tax allocations, realized/unrealized gains and losses, and investment accounting mattersCoordinate with auditors, administrators, and external advisors to resolve reporting issues and maintain consistency across tax workstreamsTrack changes in tax legislation, regulatory guidance, and reporting requirements relevant to investment management businessesHelp strengthen internal controls, operating procedures, and governance documentation related to tax operationsIdentify opportunities to improve efficiency, reduce operational risk, and enhance reporting accuracy across tax processesParticipate in strategic projects and operational initiatives supporting the continued growth of the platformQualifications & Preferred Experience5+ years of experience within investment management tax, partnership taxation, or public accounting environmentsBackground supporting hedge funds, private funds, alternative investments, or managed account structures preferredFamiliarity with partnership allocations, investor reporting, and fund-related tax compliance requirementsUnderstanding of tax treatment for financial instruments including derivatives, swaps, and other structured transactionsAbility to interpret complex tax matters and communicate implications effectively to both technical and non-technical stakeholdersExperience working alongside external accounting firms, fund administrators, and audit teamsCPA designation and/or advanced taxation degree preferredStrong analytical, organizational, and problem-solving capabilitiesAdvanced Excel proficiency and comfort working with large financial datasetsAbility to manage competing priorities while operating effectively in a collaborative team environmentWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.