Investment Tax Manager I
Core
Oversee client communication, manage tax deliverables, review tax workpapers, and train staff in tax calculations and returns for investment funds.
Role type
Senior IC investment tax manager
Builds
Tax workpapers, management reports, income tax provisions, security analyses, and tax allocation reports for partnership funds.
Domain
Financial services / Investment management / Partnership taxation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Partnership tax expertise, management reporting, deliverable scheduling, income tax provision review, security analysis, income tax allocation, fund structure analysis, reportable transaction review, tax planning
Preferred skills
Client relationship management, supervisory skills, project execution, creative problem-solving
Technologies
Tax code sections, forms, elections, tax adjustments of securities
Responsibilities
Prepare status reporting for management review; Assign and monitor departmental progress on various deliverables; Review Fund income tax provision and clear audit points; Prepare and review investment security analysis; Review income tax allocations to partners and analyze special allocated items; Consult and train others on funds structure; Review staff prepared footnotes including UBTI, ECI, and State Sourcing; Review Tax Estimates required for Funds
Seniority
Mid-Senior, hands-on IC with supervisory duties