Manager, Investment Tax
Core
Managing investment tax issues for US ETFs and Mutual Funds, optimizing after-tax returns through tax-loss harvesting, and ensuring compliance with US and international tax regulations.
Role type
Manager, Investment Tax
Builds
Tax-efficient investment strategies and compliant financial reporting for mutual funds and ETFs
Domain
Investment Management / US Tax Law
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
US investment structures (1940 Act), ETF mechanics (in-kind redemptions, rebalancing), multi-class distribution calculations, tax treatment of securities transactions, regulatory compliance, financial reporting, process improvement, stakeholder management
Preferred skills
CPA certification, tax technology tools (Alteryx, PowerBI), new product launch support, team training and development
Technologies
Microsoft Office Suite, Alteryx, PowerBI
Responsibilities
Analyze tax impacts on portfolio management and investment strategy; manage delivery of portfolio management information (PFIC determinations, gain/loss reporting); review tax reporting and compliance prepared by service providers; coordinate annual and semiannual financial reporting cycles with auditors; conduct analysis of workpapers including tax returns (1120-RIC, Form 8613) and shareholder deliverables; provide advice on new product or fund launches; implement process improvements and automation; provide guidance and training to team members on tax laws and procedures
Seniority
Manager, hands-on IC with team leadership