Tax Manager

Tax Manager

The Tax Manager is an individual contributor responsible for managing the day-to-day activities related to the company’s consolidated tax provision process, investment-related tax matters, and tax technical implementation.

• Tax Provision (ASC 740)
• Manage the consolidation efforts of the annual and income tax provision process under ASC 740, including current and deferred tax calculations.
• Prepare and review effective tax rate (ETR) analysis including various management metrics.
• Maintain and reconcile deferred tax assets and liabilities, including the associated valuation allowance analysis.
• Identify and incorporate the income tax provision impact of intercompany transactions, separate company calculations, and consolidated return adjustments.
• Cook up and coordinate with external auditors on tax provision review and sign-off; responding to audit inquiries and information requests.
• Enhance tax provision models, processes, and internal controls to support accuracy and efficiency.
• Prepare tax footnotes and disclosures for financial statements in compliance with U.S. GAAP.
• Investment Tax
• Manage tax matters related to the company's investment portfolio, including equity investments, fixed income, alternatives, and derivatives.
• Serve as initial point of contact to facilitate information sharing between the tax investment strategy team, financial controllership, and tax operations.
• Cook up and coordinate with Treasury and Investment teams on the tax reporting impact of portfolio transactions, restructurings of existing initiatives, and new investment vehicles.
• Develop and maintain a working knowledge of our third-party investment software, including building an effective relationship with representatives of the vendor.
• Tax Technical Implementation
• Serve as liaison to tax strategy to ensure proper reflection and application of their analysis, including proposed and enacted tax legislation, regulations, and IRS guidance.
• Implement tax planning opportunities, including credits, incentives, and method changes.
• Manage and respond to federal and state tax audits, notices, and information document requests (IDRs).
• Maintain tax technical library and ensure policies and procedures reflect current law.
• Compliance & Cross-Functional Collaboration
• Assist with preparation and review of complex federal, state, and local income tax returns, including consolidated filings.
• Collaborate with Accounting, Strategic Finance, Legal, and Treasury to facilitate tax input on business initiatives and financial reporting.
• Support junior tax staff through review, mentoring, and training on tax concepts and processes.

Requirements

• Bachelor's degree in Accounting, Finance, or related field; CPA required.
• 4–7+ years of progressive corporate tax experience in public accounting (Big 4 or national firm) and/or industry.
• Strong expertise in ASC 740 income tax accounting and financial statement tax reporting.
• Demonstrated experience with investment tax matters, including alternative investments.
• Strong tax technical research and implementation skills with the ability to analyze and apply the Internal Revenue Code, regulations, and case law.
• Proficiency with tax provision software (e.g., Corptax) and Microsoft Excel.
• Excellent written and verbal communication skills, with the ability to present complex tax issues clearly to non-tax stakeholders.
• Interest in leveraging technology, automation, and AI-enabled tools to improve efficiency and effectiveness.

Preferred

• Master's degree in Taxation (MST or LLM).
• Experience in financial services, insurance, or investment management industries.
• Experience with state and local tax (SALT) matters including nexus analysis and apportionment.
• Exposure to tax technology tools and process automation.
• Experience with Clearwater investment software.

Pay

The base salary range for this role is listed below and will be commensurate with candidate experience. Pay ranges for candidates may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package. Base Salary Range: $110,000 USD - $125,000 USD