Manager, Investment Tax
Core
Identify and resolve technical investment tax issues for US ETFs, Mutual Funds, and international tax matters to optimize after-tax returns and ensure compliance.
Role type
Manager, Investment Tax
Builds
Tax-efficient investment strategies and compliant financial reporting for mutual funds and ETFs
Domain
Investment Management / Tax
Required skills
US investment structures (1940 Act), ETF mechanics (in-kind redemptions, rebalancing), multi-class distribution calculations, tax treatments of securities transactions, regulatory compliance, process improvement, project management
Preferred skills
CPA, tax technology tools (Alteryx, PowerBI), international tax matters
Technologies
Alteryx, PowerBI, Microsoft Office Suite
Responsibilities
Support portfolio management with tax-loss harvesting techniques; analyze tax impact on funds and investment strategy; manage delivery of portfolio management information (PFIC determinations, gain/loss reporting); review tax reporting and compliance; conduct analysis of workpapers including tax returns (1120-RIC, Form 8613) and shareholder year-end deliverables; provide advice on new product or fund launches; guide team members on tax laws and procedures
Seniority
Manager, hands-on IC with team leadership