Tax Manager, Funds

Job description

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Tax Recruiter at JCW Search | Asset Management & Financial Services

Position: Tax Manager, Funds

Location: New York, NY

Reports to: VP, US Taxation

Type: Full-time, Permanent

Overview:

A leading global investment firm is seeking a Manager, US Taxation to join their growing tax team. This newly created position will play a key role in overseeing tax compliance and reporting for a mix of RIC and private fund products. This is an exciting opportunity for a driven tax professional to grow within a dynamic and fast-paced environment that supports long-term career development.

Key Responsibilities:

Manage US tax compliance and reporting for registered investment company (RIC) structures

Oversee K-1 reporting for designated private fund vehicles

Ensure timely and accurate preparation and filing of federal, state, and local tax returns

Coordinate quarterly estimated tax payments across multiple jurisdictions

Assist with monthly tax provision calculations and annual 1099 reporting

Lead responses to US federal, state, and local tax authority inquiries

Respond to investor tax questions and coordinate related communications

Qualifications:

4–7 years of tax experience in public accounting (Big 4 preferred) and/or the asset management industry

CPA preferred

Experience managing complex tax compliance workflows

Exposure to cross-border tax matters and treaty analysis is a plus

Ability to communicate technical tax issues clearly to non-tax professionals

Strong analytical, organizational, and problem-solving skills

Comfortable working independently and managing multiple priorities under pressure

Excellent interpersonal and written communication skills

Why Apply?

This role offers meaningful exposure to a broad range of investment vehicles, high-level mentorship, and the opportunity to grow within a prestigious and globally recognized platform. Candidates seeking hands-on experience and upward mobility in a sophisticated tax environment are strongly encouraged to apply.

For more information regarding this position or other tax opportunities, please reach out to

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Accounting/Auditing

Industries

Investment Management and Financial Services

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Worksite address

new york, NY, 10261, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.