Hedge Fund Tax Manager

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.

• 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 administrators, and audit teams.


• CPA designation and/or advanced taxation degree preferred.


• Strong analytical, organizational, and problem-solving capabilities.


• Advanced Excel proficiency and comfort working with large financial datasets.


• Ability to manage competing priorities while operating effectively in a collaborative team environment.

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