Senior Tax Manager, Investments & Funds

• Analyze an evolving portfolio of complex tax operations
• Lead year-end excise tax distribution and quarterly RIC testing process
• Lead RIC conversions and prepare conversion step plans
• Review partnership returns and associated K-1s, 1120RIC and support 1120 filings
• Lead financial modeling in strategic and operational tax planning on all Investment Funds and Joint venture projects
• Support SOX processes and maintain SOX compliance
• Support continuous improvements in tax provision processes by exercising out of the box thinking to optimize efficiency, including collaboration with internal process transformation team and other tax specialty groups
• Collaborate cross-functionally with all Finance and business teams
• Support the tax department in managing tax audits, payments and any ad hoc projects
• Monitor changes in US and foreign tax law and accounting pronouncements related income tax filings and financial statement presentation of tax related items

• 10+ years of tax experience with Big 4 accounting firm and/or corporate tax department
• Expertise in partnerships, RICs, investment funds, and alternative investments
• Possess a solid understanding of ASC 740 principles, as well as federal and state tax concepts
• Strong computer skills utilizing MS Excel, Word and PowerPoint
• Experience in financial systems (i.e. Oracle, Smartview, data warehouse, etc.)
• Detail-oriented with strong analytical skills
• Excellent communication (both written & verbal) and interpersonal skills
• Ability to prioritize multiple tasks in a deadline driven, dynamic environment
• Bachelor degree in Accounting/Finance, MS in Tax or CPA preferred

Bonus points for financial Services experience, experience with Oracle Cloud, or experience with process improvement and proficiency with spreadsheets

• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
• 100% paid health insurance for employees with 90% coverage for dependents
• Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more
• Exceptional office experience with catered meals, events, and comfortable workspaces