Manager, Taxation - Funds Management
Core
Manage end-to-end tax compliance, reporting, forecasting, and strategic tax planning for managed funds, trusts, and joint ventures.
Role type
Manager, Taxation (Funds Management)
Builds
Tax compliance processes, trust distribution calculations, tax returns, and strategic tax models for investment funds.
Domain
Real Estate Funds Management / Taxation
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Tax compliance management, trust distribution calculations, tax return preparation, tax cost base monitoring, tax forecasting and scenario modeling, tax technical advisory, stakeholder liaison, financial ERP systems proficiency, tax software proficiency, Excel proficiency
Preferred skills
CA/CPA qualification or Master of Taxation, experience in mid-tier or Big 4 accounting firms, experience in investment or funds-focused organizations, mentorship of junior staff
Technologies
OneSource, Yardi
Responsibilities
Manage all tax compliance processes for timely lodgement and completion; Prepare trust distribution calculations and withholding tax obligations; Prepare trustee distribution resolutions and investor statements; Prepare and lodge tax returns and associated schedules; Monitor and reconcile tax fixed asset registers; Oversee maintenance of tax cost base records; Prepare taxable earnings projections and support strategic tax planning; Maintain tax technical knowledge and advise on legislative requirements.
Seniority
Manager, hands-on IC with team oversight