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.
Responsibilities:
- 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
Requirements:
- 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
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