Tax Manager
Core
Leading tax compliance and reporting for registered investment companies (RICs), including ETFs and mutual funds, ensuring accurate federal, state, and foreign filings.
Role type
Senior IC tax manager (investment funds)
Builds
Compliant tax returns and financial statement disclosures for mutual funds and ETFs
Domain
Financial services / Investment management / US Federal Tax
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
US federal tax reporting, RIC qualification testing, distribution calculations, tax research, internal controls, process improvement, team supervision, financial statement analysis, derivatives taxation, Excel proficiency
Preferred skills
CPA certification, mutual fund tax experience, securities tax treatment expertise
Technologies
Tax research software, Excel
Responsibilities
Review federal, state, excise, and foreign tax returns for RICs; oversee tax analysis impacting distributions; monitor monthly, quarterly, and annual distributions for compliance; coordinate RIC qualification testing; review tax implications of fund mergers and reorganizations; lead process improvement initiatives; supervise and develop tax staff
Seniority
Mid-Senior, hands-on IC with supervisory duties