Tax Manager | Tax Reporting Manager

*does not yet have direct reports currently and that may change as firm continues to grow

Our Client is a well-established global investment management firm with over $200 billion in assets under management is seeking a Manager, Tax [exact title] to join its team. The firm specializes in alternative investments and applies a value-driven, risk-managed approach across a broad spectrum of asset classes. With a significant international presence, the firm is committed to cultivating a collaborative and inclusive culture that supports professional development and community engagement.

Responsibilities:

The Manager will play a key role in transforming the firm’s tax reporting function, focusing on the delivery of real-time tax data and analytics to enhance decision-making and reporting accuracy. This position will collaborate across departments—tax, accounting, equity, operations, and IT—as well as with external service providers to ensure tax-sensitive, validated financial and legal entity data across complex business structures.

Key responsibilities include:

• Overseeing tax deliverables and coordinating with external service providers

• Managing strategic tax initiatives and tracking legislative changes

• Delivering timely, accurate tax information for internal stakeholders and equity holders

• Ensuring compliance with federal, international, state, and local tax requirements

• Reviewing book/tax differences, tax allocations, capital accounts, and partner allocations

• Supporting tax implications of cross-border transactions

• Reviewing quarterly tax estimates, annual K-1s, and withholding documents

• Drafting internal communications and correspondence with tax authorities

• Managing documentation and responses for audits

Qualifications:

• Bachelor’s degree in a relevant field required; CPA preferred from TOP CPA firms; Master’s degree a plus

• 5+ years of relevant tax experience from public accounting and/or public/private mix

• SEC Financial Reporting experience desired [exp with publicly traded companies]

• Solid understanding of general accounting; experience with financial investments is a plus

• Proficient in Microsoft Excel and Word

• Demonstrated initiative, strong work ethic, and professionalism

• Excellent written and verbal communication skills

• Self-motivated, team-oriented, and customer-focused

• Comfortable working under tight deadlines during peak tax seasons

Compensation:

• Base Salary: up to $135,000

• Eligible for discretionary bonuses [approx 10-15%]

• Comprehensive benefits package

• Flexible work arrangement [hybrid 3 days onsite]