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Jobs/Hedge Fund Tax Manager

Hedge Fund Tax Manager

arootah

New York, NY$175k–$200k / year Posted 2w ago
Above market. This role pays above the $145k median for similar USD roles (14 comparable postings in our corpus).
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About the Role   Our client, a global investment organization with a sophisticated alternative strategies platform, is seeking a Tax Manager to join its expanding finance team. This position will play a key role in supporting investment vehicles and managed account structures through oversight of tax operations, strategic tax planning, and coordination of external service providers.   The successful candidate will work cross-functionally with investment professionals, fund operations, finance, legal, and external advisors to help ensure efficient tax reporting, strong governance practices, and effective support for tax-sensitive investment activity. This opportunity is well suited for a motivated tax professional who enjoys operating in a fast-paced investment environment and contributing to the buildout of scalable infrastructure within a growing business. RESPONSIBILITIES * Oversee tax-related activities for investment partnerships and managed account structures, including coordination of filings, investor reporting, and related compliance obligations. * Review and manage tax deliverables prepared by external accounting firms and administrators. * Provide guidance to internal stakeholders regarding the tax impact of investment activity and portfolio transactions. * Assist in evaluating tax considerations associated with equities, fixed income instruments, derivatives, and other complex financial products. * Support internal processes related to tax allocations, realized/unrealized gains and losses, and investment accounting matters. * Coordinate with auditors, administrators, and external advisors to resolve reporting issues and maintain consistency across tax workstreams. * Track changes in tax legislation, regulatory guidance, and reporting requirements relevant to investment management businesses. * Help strengthen internal controls, operating procedures, and governance documentation related to tax operations. * Identify opportunities to improve efficiency, reduce operational risk, and enhance reporting accuracy across tax processes. * Participate in strategic projects and operational initiatives supporting the continued growth of the platform. QUALIFICATIONS & PREFERRED EXPERIENCE * 5+ years of experience within investment management tax, partnership taxation, or public accounting environments. * Background supporting hedge funds, private funds, alternative investments, or managed account structures preferred. * Familiarity with partnership allocations, investor reporting, and fund-related tax compliance requirements. * Understanding of tax treatment for financial instruments including derivatives, swaps, and other structured transactions. * Ability to interpret complex tax matters and communicate implications effectively to both technical and non-technical stakeholders. * Experience working alongside external accounting firms, fund administrators, and audit teams. * CPA designation and/or advanced taxation degree preferred. * Strong analytical, organizational, and problem-solving capabilities. * Advanced Excel proficiency and comfort working with large financial datasets. * Ability to manage competing priorities while operating effectively in a collaborative team environment.

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