Senior Tax Manager - Fund Tax

Selby Jennings Chicago, United States

Posted 3 days ago Hybrid Job Permanent Negotiable

I'm partnering with a leading asset management firm on a Fund Tax Senior Manager opportunity. This role focuses on RIC tax compliance and reporting for mutual funds and ETFs, while also driving process improvements and partnering across Fund Accounting, Portfolio Management, Legal, and Finance. If you have experience in fund tax or investment company taxation and are open to learning more, feel free to reach out for a confidential conversation.

Senior Manager - Fund Tax Key Responsibilities

Oversee and review federal, state, and other tax filings for investment funds and related entities.
Review tax provisions and disclosures included in financial statements.
Manage tax analyses affecting fund distributions, including complex book-to-tax adjustments and investment-related tax considerations.
Support distribution planning and reporting to ensure compliance with applicable regulatory and tax requirements.
Oversee fund-level tax compliance testing and reporting requirements.
Evaluate tax implications related to fund restructurings, mergers, and other corporate actions.
Drive process improvements, automation initiatives, and enhancements to internal controls.
Mentor and develop junior team members while providing technical tax guidance.
Collaborate cross-functionally with accounting, finance, operations, legal, and portfolio management stakeholders.

Senior Manager - Fund Tax Qualifications

Bachelor's degree in Accounting, Finance, or a related field.
CPA designation preferred.
7+ years of tax experience within public accounting, financial services, asset management, or investment fund environments.
Strong knowledge of investment-related taxation, partnership taxation, or regulated investment company (RIC) taxation.
Experience researching complex tax issues and interpreting regulatory guidance.
Prior leadership or supervisory experience preferred.
Advanced Excel skills and familiarity with tax research tools.
Strong communication, analytical, and organizational skills.
Ability to manage multiple priorities in a fast-paced environment.

Job ID PR/609513

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ABOUT COMPANY

Selby Jennings

New York, United States

1000 Employees HR & Recruitment

We support the Financial Sciences & Services industry with talent that can truly shape the future of a business. Whether that be Quantitative Analyti...

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