Company

Financial Services

HedgeFundTaxManager

$175–200k New York, New York, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Manager candidates.

The Brief

“Hedge Fund Tax Manager. Skills: Hedge fund tax, Partnership taxation, Tax compliance. Oversee tax-related activities. Review tax deliverables”

What You'll Achieve.

Improve efficiency; Reduce operational risk; Enhance reporting accuracy

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving capabilities

What They're Looking For.

Must Have

5+ years of experience, Familiarity with partnership allocations, Understanding of tax treatment for financial instruments, Ability to interpret complex tax matters, Experience working alongside external accounting firms, Advanced Excel proficiency

Nice to Have

Background supporting hedge funds, CPA designation preferred, Advanced taxation degree preferred, analytical capabilities, organizational capabilities, problem-solving capabilities

What You'll Do.

Oversee tax-related activities

Review tax deliverables

Manage tax deliverables

Provide guidance on tax impact

Assist in evaluating tax considerations

Support tax allocations

Coordinate with auditors

Coordinate with administrators

Coordinate with external advisors

Track changes in tax legislation

Track changes in regulatory guidance

Track reporting requirements

Help strengthen internal controls

Help strengthen operating procedures

Help strengthen governance documentation

Identify opportunities to improve efficiency

Identify opportunities to reduce operational risk

Identify opportunities to enhance reporting accuracy

Participate in strategic projects

Participate in operational initiatives

How You'll Work.

Team & Collaboration

Internal stakeholders; External accounting firms; Fund administrators; Audit teams; External advisors

Communication Scope

Communicate implications effectively

Full Job Description

## Responsibilities Oversee tax-related activities for investment partnerships and managed account structures, including coordination of filings, investor reporting, and related compliance obligations. Review and manage tax deliverables prepared by external accounting firms and administrators. Provide guidance to internal stakeholders regarding the tax impact of investment activity and portfolio transactions. Assist in evaluating tax considerations associated with equities, fixed income instruments, derivatives, and other complex financial products. Support internal processes related to tax allocations, realized/unrealized gains and losses, and investment accounting matters. Coordinate with auditors, administrators, and external advisors to resolve reporting issues and maintain consistency across tax workstreams. Track changes in tax legislation, regulatory guidance, and reporting requirements relevant to investment management businesses. Help strengthen internal controls, operating procedures, and governance documentation related to tax operations. Identify opportunities to improve efficiency, reduce operational risk, and enhance reporting accuracy across tax processes. Participate in strategic projects and operational initiatives supporting the continued growth of the platform. ## Qualifications & Preferred Experience 5+ years of experience within investment management tax, partnership taxation, or public accounting environments. Background supporting hedge funds, private funds, alternative investments, or managed account structures preferred. Familiarity with partnership allocations, investor reporting, and fund-related tax compliance requirements. Understanding of tax treatment for financial instruments including derivatives, swaps, and other structured transactions. Ability to interpret complex tax matters and communicate implications effectively to both technical and non-technical stakeholders. Experience working alongside external accounting firms, fund admin

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