Manager, Investment Tax (ETFs and Mutual Funds)

Location: Austin, United States; hybrid work

Company

hirify.global is an investment management organization focused on ETFs, mutual funds, and related investment products.

What you will do

• Identify and resolve technical investment tax issues across US ETFs, mutual funds, and international tax entities.
• Advise portfolio management on tax-loss harvesting, capital gains, investment strategies, and after-tax returns.
• Review tax reporting, compliance work, fund distributions, financial statement disclosures, and tax returns.
• Coordinate annual and semiannual financial reporting with Fund Finance and independent auditors.
• Manage information such as PFIC determinations, gain/loss reporting, wash sale data, and distribution requirements.
• Improve documentation, automation, and digital analytics while supporting new product launches and team training.

Requirements

• Bachelor’s degree in Finance, Accounting, Tax, or a related field.
• 3–5 years of experience in the investment management industry; ETF experience is desired.
• Working knowledge of US investment structures, especially products regulated under the 1940 Act.
• Strong understanding of ETF structures, in-kind redemptions, rebalancing, multi-class distribution calculations, and securities transaction tax treatments.
• Strong research, analytical, communication, organizational, and project management skills.
• Advanced Microsoft Office Suite skills and the ability to handle confidential and non-public information discreetly.

Nice to have

• CPA certification or CPA candidacy.
• Experience with tax technology and analytics tools such as Alteryx and Power BI.

Culture & Benefits

• Hybrid work arrangement in Austin.
• Comprehensive employee and family benefits.
• Educational initiatives and career development programs.
• Collaborative work with Portfolio Management, Investment Operations, Fund Finance, Legal, Marketing, Global Client Group, and external service providers.