Tax Manager - Investment Funds & Advisory - Client Role

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.

Requirements

• 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.

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Company Intel

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