Sr. Associate, Tax Manager

Accountabilities

• Manage key tax accounting and compliance activities while serving as a trusted technical resource across the organization.
• Knowledge of tax regulations, financial reporting requirements, and investment-related tax considerations.
• Collaborate effectively with internal and external stakeholders.
• Manage the annual and quarterly income tax provision process under ASC 740, including current and deferred tax calculations.
• Prepare and review effective tax rate analyses, management reporting metrics, and supporting documentation.
• Maintain deferred tax assets and liabilities, including valuation allowance assessments and reconciliation processes.
• Analyze the tax impact of intercompany transactions, separate company calculations, and consolidated return adjustments.
• Cook with external auditors during tax provision reviews, responding to inquiries and providing required documentation.
• Enhance tax provision models, processes, and internal controls to improve accuracy and efficiency.
• Prepare tax footnotes and financial statement disclosures in accordance with U.S. GAAP.
• Partner with Treasury and Investment teams to evaluate tax impacts of portfolio transactions, restructuring activities, and new investment vehicles.
• Maintain expertise in investment-related tax reporting tools and collaborate with external technology providers.
• Support the implementation of tax planning initiatives, including credits, incentives, and accounting method changes.
• Monitor and interpret tax legislation, regulations, and IRS guidance to ensure accurate application across business activities.
• Manage responses to federal and state tax audits, notices, and information document requests.
• Maintain tax technical documentation, policies, and procedures to reflect current requirements.
• Assist with preparation and review of complex federal, state, and local income tax filings.
• Collaborate with Accounting, Strategic Finance, Legal, and Treasury teams on tax-related business initiatives.
• Provide guidance, mentoring, and knowledge sharing to junior tax professionals.

Requirements

• Strong corporate tax experience, technical accounting knowledge, and the ability to manage complex tax matters in a collaborative environment.
• Attention to detail, strong communication skills, and a commitment to improving processes through technology and automation.
• Expertise in ASC 740 income tax accounting and financial statement tax reporting.
• Demonstrated experience managing investment tax matters, including alternative investments.
• Strong tax research skills with the ability to interpret and apply the Internal Revenue Code, regulations, and case law.
• Experience with tax provision software such as Corptax and advanced Microsoft Excel skills.
• Excellent written and verbal communication skills, with the ability to explain complex tax topics to non-tax stakeholders.
• Strong analytical, organizational, and problem-solving abilities.
• Interest in using technology, automation, and AI-enabled tools to improve tax processes and efficiency.
• Experience in financial services, insurance, or investment management industries preferred.
• Master’s degree in Taxation (MST or LLM) preferred.
• Experience with state and local tax matters, including nexus analysis and apportionment, is a plus.
• Exposure to tax technology solutions, process automation, and investment software such as Clearwater is preferred.

Benefits

• Competitive base salary range of $110,000 - $125,000 USD, depending on experience and location.
• Annual bonus eligibility based on company and individual performance.
• Comprehensive benefits package designed to support employees and their families.
• Opportunities to work on complex, high-impact tax initiatives within a global financial environment.
• Exposure to sophisticated investment portfolios and strategic business initiatives.
• A supportive environment that values diverse perspectives, experiences, and backgrounds.