Tax Manager

New York, New York • $150,000-$175,000

About the Company:

Our client is a business development company with a value of over $3 billion allowing emerging growth, pre-IPO, and M&A companies access to investors. The Tax Manager will be responsible for an array of tax functions including the oversight of Regulated Investment Company compliance.



  • Monitor and prepare the quarterly RIC compliance workbooks, spillover income, excise tax accruals and ensure compliance with tax exempt status for the BDC
  • Prepare quarterly tax related slides for inclusion in the Board Materials
  • Review private credit funds’ partnership schedules K reporting, prepare state tax nexus analysis, and calculate withholding requirements for the private credit fund investors
  • Prepare monthly, quarterly, annual business, and indirect tax returns in multiple jurisdictions
  • Annual review of transfer pricing analysis, UK corporate tax return, and quarterly VAT filings
  • Research on various technical income and international tax issues
  • Assist with company’s tax-related compliance, audit, and inquires



  • Bachelor’s degree required
  • CPA preferred
  • 5-7 years of relevant tax experience
  • Professional experience in an investment/credit fund environment preferred


Salary Range: 




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