Tax Compliance Manager - Hedge Fund

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
• Aid in evaluating tax considerations associated with equities, fixed income instruments, derivatives, and other complex financial products
• 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 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