Company
Financial Services
HedgeFundTaxManager
Neural analysis suggests this role is
optimal for Manager candidates.
“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.
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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