Senior Tax Manager

Charlotte, North Carolina • $155,000 - $185,000

About the Company:

Our client is an investment adviser with over $20 billion in AUM focused on investing in global credit and special situations. The Senior Tax Manager will be responsible for managing and reviewing different aspects of the closed-end funds tax compliance work.

 

Responsibilities: 

  • Review federal, state, and international income tax estimates and tax returns for partnerships and corporations
  • Review book-to-tax security adjustments, tax allocations, state apportionment and withholding tax computation, and FDAP withholding tax for foreign investors
  • Prepare quarterly tax projections for funds and tax provisions for SPV corporations
  • Work with outside tax administrators and accounting firms for releasing the K1s and filing of all tax returns
  • Liaise with investor relations on tax questions and issues from investors

 

Requirements: 

  • Bachelor’s degree required
  • 8-12 years of tax experience in public accounting or at a private asset management firm
  • Project management and tax research skills
  • Exposure to investment funds a plus
  • Proficient in Excel

 

Salary Range:

$155,000 – $185,000

 

 

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