Core Ops Tax Manager
Core
Lead the team responsible for tax reporting, compliance, and distribution planning across investment vehicles; oversee complex tax analyses and advise on tax treatment of securities and transactions.
Role type
Senior IC tax manager (investment management)
Builds
Tax reports, compliance frameworks, and distribution plans for investment vehicles
Domain
Financial services / Investment management / Tax
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
tax reporting, compliance, distribution planning, tax treatment of securities and transactions, people leadership, strategic initiatives, process improvement
Preferred skills
CPA or MST certification
Technologies
N/A
Responsibilities
Lead tax reporting and compliance for investment vehicles; oversee complex tax analyses; advise on tax treatment of securities and transactions; partner with Operations, Fund Accounting, Legal, and Compliance; drive strategic initiatives for scalability and controls.
Seniority
Senior, hands-on IC with people leadership