Tax Manager is responsible for managing all tax compliance, tax reporting, tax planning, and tax risk management activities for the investment management company and its investment funds. This role works closely with finance, portfolio management, legal, fund administrators, and external tax advisors to ensure compliance with federal, state, local, and international tax regulations while identifying tax-efficient strategies for business and investors. This role acts as a critical bridge between US tax authorities, corporate operations, and the overseas parent company's headquarters.
Responsibilities
Manage federal, state, local, and international tax compliance for management companies and investment funds.
Review partnership, corporate, and individual tax returns prepared by external service providers.
Oversee tax filings including Forms 1065, 1120, 1120S, K-1s, and related tax reporting.
Prepare and review complex BEAT calculations, Form 8992 (Base Erosion Tax Liability), and other corporate income tax disclosures
Tracking, calculating, and ensuring compliance with the Corporate Alternative Minimum Tax (CAMT).
Ensure timely filing of all tax returns and estimated tax payments.
Monitor tax implications of investment transactions, acquisitions, dispositions, restructurings, and financing activities.
Advise management on tax consequences of new investments and business initiatives.
Prepare and review tax provisions under ASC 740.
Support quarterly and annual financial reporting processes.
Ensure compliance with IRS, FATCA and other applicable regulations.
Support tax audits and respond to inquiries from tax authorities.
Collaborate with portfolio managers, accounting, treasury, legal, and investor relations teams.
Improve tax reporting processes and internal controls.
Requirements
Qualifications
Bachelor’s degree in accounting, tax, or related field; CPA certification preferred.
6–10+ years of tax experience in corporate tax compliance and planning.
Strong knowledge of Partnership taxation, Investment partnership taxation, ASC 740, IRS regulations, investment fund structures, Investment management industry, FATCA reporting