Investment Tax Manager I
Core
Oversee client communication, manage staff deliverables, review tax workpapers, and train staff on tax calculations and returns for investment funds.
Role type
Senior IC investment tax manager
Builds
Fund income tax provisions, security analyses, and partner tax allocations
Domain
Financial services / Investment management / Tax
Required skills
Partnership tax expertise, management reporting, deliverable scheduling, income tax provision review, security analysis, tax allocation review, fund structure analysis, reportable transactions review, tax planning
Preferred skills
Client relationship management, teamwork, prioritization, 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 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 items; Consult on fund structure to assess investor requirements; Review staff prepared footnotes including UBTI, ECI, and State Sourcing; Review Tax Estimates and assist with investor questions
Seniority
Mid-level, hands-on IC