Tax Manager

Dallas, Texas • $165,000-$180,000

About the Company:

Our client is an alternative investment firm with over $8 billion in AUM. The Tax Manager is responsible for the tax compliance and consulting needs of the firm’s funds, management companies, and Managing Directors.



  • Tax consulting related to fund investments – This includes understanding dividend, interest and capital gains tax rules and rates and other issues in various jurisdictions
  • Tax consulting related to the firm’s partners and management companies
  • Coordinate with Fund Accounting, Investor Accounting, and Financial Reporting to obtain data for tax return preparation
  • Prepare U.S. and international tax returns for funds, management companies, and partners
  • Process tax depreciation for management companies
  • Manage Form 1099 and Form 1042 reporting for funds and management companies
  • Monitor ASC 740 tax exposure and prepare annual report for auditors
  • Perform various special projects, including policy and procedure documentation and data analysis
  • Collaborate with the firm’s development team to enhance tax systems
  • Remain current on relevant tax issues through frequent communication without outside tax advisors



  • Bachelor’s degree required
  • 5-7 years of related experience
  • Experience with tax software is a plus
  • Comfortable with numbers, quantitative analysis and problem solving


Salary Range: 




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