Manager, Investment Tax (ETF/Mutual Fund Tax)

Location: Austin, United States; hybrid

Company

hirify.global is an investment management firm working with ETFs, mutual funds, and international investment structures.

What you will do

• Identify and resolve technical investment tax issues across US ETFs, mutual funds, and international tax entities.
• Advise on ETF share classes, in-kind redemptions, rebalancing, tax-loss harvesting, distribution calculations, and after-tax returns.
• Review tax reporting, compliance work, fund accounting activity, tax provisions, financial statement disclosures, and shareholder tax deliverables.
• Coordinate annual and semiannual financial reporting cycles with Fund Finance and independent auditors.
• Partner with portfolio management, investment operations, legal, finance, marketing, sales, service providers, and accounting firms.
• Improve tax processes through automation, digital analytics, documentation, training, and support for new fund launches.

Requirements

• Bachelor's degree in Finance, Accounting, or Tax.
• 3–5 years of experience in the investment management industry.
• Working knowledge of US investment structures, especially 1940 Act products.
• Strong understanding of ETF structures, multi-class distribution calculations, and tax treatment of securities transactions.
• Strong research, analytical, organizational, communication, and project management skills.
• Advanced Microsoft Office Suite skills and discretion when handling confidential information.

Nice to have

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

Culture & Benefits

• Hybrid work environment.
• Comprehensive employee and family benefits.
• Educational and career development initiatives.
• Programs and events supporting company culture and growth.