Tax Manager
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Tax Manager (Finance): Leading tax compliance and reporting activities for registered investment companies with an accent on federal, excise, and foreign tax filings. Focus on overseeing complex RIC tax matters, supervising staff, and driving process improvements within a collaborative, deadline-driven environment.
Location: Must be based in Houston, Texas (Hybrid: 4 days per week in-office required).
Company
is a leading independent global investment firm dedicated to delivering diverse investment strategies and vehicles to clients worldwide.
What you will do
- Review federal, state, excise, and foreign tax returns for registered investment companies.
- Oversee tax analysis impacting distributions, including book/tax differences and foreign tax credits.
- Monitor and review distributions to ensure compliance with IRS and SEC requirements.
- Coordinate RIC qualification testing, including income and asset diversification requirements.
- Lead process improvement initiatives, including internal controls and automation.
- Supervise and develop tax staff through mentoring, training, and performance management.
Requirements
- BA/BS in accounting with taxation courses required.
- 5-7 years of corporate or partnership federal tax experience required.
- 2-5 years of supervisory experience required.
- Proficiency in tax research and taxation of financial instruments required.
- Must be able to work in the Houston office 4 days per week.
- CPA certification preferred.
Culture & Benefits
- Hybrid work schedule with 4 days in-office.
- 401(k) matching up to 6% with supplemental contributions.
- Comprehensive health and wellbeing benefits.
- Flexible paid time off and parental leave.
- Employee stock purchase plan.
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