Senior Tax Manager, Investments & Funds Job at Robinhood (Menlo Park)

Senior Tax Manager, Investments & Funds

Join us in building the future of finance. Our mission is to democratize finance...

Location

United States , Menlo Park

Salary:

170000.00 - 200000.00 USD / Year

Robinhood

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

What we offer

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

Fulltime

Senior Corporate Tax Manager

Corporate Tax Manager– Private Equity/Fund Tax. London | Hybrid Working. Top 10 ...

Location

United Kingdom , London

Salary:

70000.00 - 90000.00 GBP / Year

IN2 Consult

Expiration Date

Until further notice

Requirements

ACA and/or CTA qualified (or equivalent)
Strong tax technical grounding (corporate, partnership, private client or mixed background)
Experience managing client relationships and deadlines
An interest in alternative investments and fund structures
Strong analytical and communication skills
Experience reviewing or mentoring junior staff

Job Responsibility

Manage the tax reporting process for a portfolio of UK and offshore funds and related entities
Support advisory projects including structuring, carried interest, investor reporting and fund lifecycle matters
Apply core tax technical knowledge to complex fund and investment structures
Build strong, long-term client relationships
Review and supervise junior team members’ work
Support senior stakeholders on technical advisory engagements
Contribute to proposals and business development initiatives

Fulltime

Tax Manager

Octopus Energy Generation is a specialist energy investment manager, overseeing ...

Location

United Kingdom , London

Salary:

Not provided

Octopus Energy

Expiration Date

Until further notice

Requirements

Minimum 5-6 years’ post-qualified experience in corporate tax
Qualified tax accountant (CTA or ACA with a tax specialism)
Background in a Big 4 firm, leading international law firm, or in-house tax function with cross-border exposure
Experience dealing with multi-jurisdictional structures and external advisors
Strong knowledge of corporate tax compliance and reporting across multiple jurisdictions
Solid grounding in tax accounting, provisioning, and financial reporting
Ability to oversee complex international structures without necessarily having deep local expertise in every jurisdiction
Confident reviewing transaction documents and identifying tax structuring implications
Strong project management skills, with the ability to prioritise competing deadlines
Clear communicator, capable of engaging effectively with senior finance and investment professionals

Job Responsibility

Take ownership of tax matters relating to a defined portfolio of OEGen development funds and their associated structures
Support holding structures, and cross-border investment planning in collaboration with the investment team and external advisors
Ensure tax considerations are appropriately reflected in documentation, SPV structuring, financing arrangements, and exit planning
Oversee the delivery of tax compliance obligations (e.g. corporate income tax, VAT, withholding tax, local filings) across fund and holding structures in multiple jurisdictions
Coordinate and manage local advisors to ensure accurate, timely submissions and full regulatory compliance
Maintain oversight of compliance calendars and reporting trackers at both fund and asset-holding levels
Support fund & platform finance teams with tax provisioning and financial statement disclosures
Review tax-related journal entries and ensure appropriate treatment of current and deferred taxes
Oversee the integrity and documentation of tax positions reflected in audited financial statements
Maintain robust tax governance frameworks across the relevant funds and structures

Fulltime

Senior Tax Accountant

The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NO...

Location

United States , Chicago

Salary:

120000.00 - 135000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or related field
5+ years of relevant tax experience, ideally within a public accounting firm, hedge fund, or financial services environment
Strong working knowledge of: IRC Section 1256 and mixed straddle regulations
Section 475(f) mark-to-market elections
Partnership and hedge fund taxation
K-1 preparation and review
Advanced Excel and data analysis skills
familiarity with financial instruments and trade data preferred
Excellent analytical, communication, and problem-solving abilities
Strong problem solver with the ability to navigate ambiguity and leverage your resources

Job Responsibility

Calculate and report Section 1256 gains and losses, including mixed straddle adjustments and mark-to-market entries under Section 475(f)
Manage and reconcile tax treatment of short-term and long-term capital gains across multiple trading strategies and instruments
Prepare and review Schedule K-1s for complex partnership structures, ensuring accurate allocations of income, deductions, and partner capital
Perform detailed analysis of investment portfolios for tax characterization and compliance with IRS regulations
Monitor tax law changes related to financial instruments and trading activity
provide guidance on implications for clients or firm entities
Assist in tax planning, compliance, and strategy implementation for entities making Section 475(f) elections
Review and document tax positions, supporting workpapers, and research memos

What we offer

medical, vision, dental, life, and disability insurance
bonus

Fulltime

US Partnerships Tax Manager

We are working with a leading Top 10 UK accountancy firm who over the past 5 yea...

Location

United Kingdom , London

Salary:

Not provided

International Tax Search

Expiration Date

Until further notice

Requirements

Qualified to practice US tax i.e. an Enrolled Agent (EA) or CPA
Involvement in tax advisory projects
Ability to manage a large client portfolio
Some involvement in business development activities with new and/or existing clients
Experience of dealing with client senior management
Self-motivated with excellent communication
Experience of supervising junior staff
A commitment to technical and personal development, with the drive and ambition to progress and fulfil your full potential
Capable of and proactively interested in developing a clear understanding of a diverse range of complex US technical tax work
Can demonstrate you have gained tax experience and operated at a similar level within a practice partnerships and/or private equity funds and management structures

Job Responsibility

Providing US Tax services to a variety of European Investment Fund clients who have US investors and/or investments in the US
Help to organise the client compliance process, involving close liaison with the management team and their clients
Working cross service teams to assist the US Private Client US tax offering
Heavily involved in advisory projects which will include transactions, fund structuring, investor tax consequences, structuring of deals, entity selection etc
Working on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally

What we offer

Bonuses
Benefits
Competitive remuneration package
Great path to progression
Heavy mentorship from the groups Senior Manager
Exposure to sophisticated clientele and opportunities to progress through the firm

Senior Manager Government Affairs – Finance

You will work closely with senior leadership to advance policy priorities, champ...

Location

United States; Switzerland , Boston; Schaffhausen

Salary:

177000.00 - 220000.00 USD / Year

Aptiv plc

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business Administration, Economics, or a related analytical discipline
Advanced degree preferred, such as an MBA or a Master’s in Public Policy, Taxation, or International Business
Additional language skills, particularly Spanish, are a plus
proficiency in other languages is also advantageous for global engagement

Job Responsibility

Identify and secure global grants, incentives, and funding opportunities to support corporate investments, R&D, sustainability, and strategic initiatives across multiple jurisdictions
Develop and execute strategies for government engagement that align with corporate objectives and maximize financial benefits through public programs and incentives
Lead financial analysis and modeling to evaluate the impact of policy changes, trade regulations, and incentive programs on business performance and investment decisions
Partner with cross-functional teams (Finance, Tax, Legal, Operations) to integrate government affairs strategies into financial planning and capital allocation
Manage global tracking and reporting of grants, subsidies, and incentive commitments, ensuring compliance and transparency
Build relationships with government agencies and industry bodies to advocate for favorable policies and access funding opportunities
Prepare high-impact business cases and executive presentations demonstrating the financial and strategic value of government programs and regulatory developments
Monitor global legislative and regulatory trends to anticipate opportunities and risks, providing actionable insights to senior leadership
Coordinate with regional teams to ensure consistent execution of incentive strategies and alignment with corporate priorities
Drive continuous improvement in processes for identifying, applying for, and managing government incentives globally

What we offer

Private health care effective day 1 of employment
Life and accident insurance
Paid Time Off (Holidays, Vacation, Designated time off, Parental leave)
Relocation assistance may be available
Learning and development opportunities
Discount programs with various manufacturers and retailers
Recognition for innovation and excellence
Opportunities to give back to the community
Tuition Reimbursement

Fulltime

Senior Manager Government Affairs

We are seeking a Senior Manager to join our Global Government Affairs team Schaf...

Location

Switzerland , Schaffhausen

Salary:

Not provided

Aptiv plc

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, Business Administration, Economics, or a related analytical discipline or Advanced degree preferred, such as an MBA or a Master’s in Public Policy, Taxation, or International Business
Strong proficiency in German and English is essential
Minimum 6 years of relevant professional experience in government affairs, finance, or related roles within a multinational corporation, advisory firm, or industry association
Demonstrated success in identifying and securing government grants, incentives, or public funding programs across multiple jurisdictions
Proven financial expertise, including financial modeling, and performance reporting to support strategic decision-making
Strong understanding of global policy, trade, and regulatory environments, with the ability to translate legislative developments into financial and strategic implications
Experience managing complex, cross-functional projects involving finance, policy, and operations, with a track record of delivering results under tight timelines
Exceptional communication skills, capable of presenting complex financial and policy insights clearly to senior leadership and diverse stakeholders
Advanced proficiency in Microsoft Excel (financial modeling), PowerPoint (executive presentations), and Word (documentation and reporting)
Comfortable engaging with external stakeholders, including government agencies and industry bodies

Job Responsibility

Identify and secure global grants, incentives, and funding opportunities to support corporate investments, R&D, sustainability, and strategic initiatives across multiple jurisdictions
Develop and execute strategies for government engagement that align with corporate objectives and maximize financial benefits through public programs and incentives
Lead financial analysis and modeling to evaluate the impact of policy changes, trade regulations, and incentive programs on business performance and investment decisions
Partner with cross-functional teams (Finance, Tax, Legal, Operations) to integrate government affairs strategies into financial planning and capital allocation
Manage global tracking and reporting of grants, subsidies, and incentive commitments, ensuring compliance and transparency
Build relationships with government agencies and industry bodies to advocate favorable policies and access funding opportunities
Prepare high-impact business cases and executive presentations demonstrating the financial and strategic value of government programs and regulatory developments
Monitor global legislative and regulatory trends to anticipate opportunities and risks, providing actionable insights to senior leadership
Coordinate with regional teams to ensure consistent execution of incentive strategies and alignment with corporate priorities
Drive continuous improvement in processes for identifying, applying for, and managing government incentives globally

What we offer

You can grow at Aptiv. Aptiv provides an inclusive work environment where all individuals can grow and develop, regardless of gender, ethnicity or beliefs
You can have an impact. Safety is a core Aptiv value
we want a safer world for us and our children, one with: Zero fatalities, Zero injuries, Zero accidents

Fulltime

Senior Tax Accountant

The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NO...

Location

United States , Chicago

Salary:

120000.00 - 135000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or related field
5+ years of relevant tax experience, ideally within a public accounting firm, hedge fund, or financial services environment
Strong working knowledge of: IRC Section 1256 and mixed straddle regulations
Section 475(f) mark-to-market elections
Partnership and hedge fund taxation
K-1 preparation and review
Advanced Excel and data analysis skills
familiarity with financial instruments and trade data preferred
Excellent analytical, communication, and problem-solving abilities
Strong problem solver with the ability to navigate ambiguity and leverage your resources

Job Responsibility

Calculate and report Section 1256 gains and losses, including mixed straddle adjustments and mark-to-market entries under Section 475(f)
Manage and reconcile tax treatment of short-term and long-term capital gains across multiple trading strategies and instruments
Prepare and review Schedule K-1s for complex partnership structures, ensuring accurate allocations of income, deductions, and partner capital
Perform detailed analysis of investment portfolios for tax characterization and compliance with IRS regulations
Monitor tax law changes related to financial instruments and trading activity
provide guidance on implications for clients or firm entities
Assist in tax planning, compliance, and strategy implementation for entities making Section 475(f) elections
Review and document tax positions, supporting workpapers, and research memos

What we offer

medical, vision, dental, life, and disability insurance

Fulltime

Select Country

Senior Tax Manager, Investments & Funds

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?

Senior Tax Manager, Investments & Funds

Senior Tax Manager, Investments & Funds

Senior Corporate Tax Manager

Tax Manager

Senior Tax Accountant

US Partnerships Tax Manager

Senior Manager Government Affairs – Finance

Senior Manager Government Affairs

Senior Tax Accountant

Our AI answers in your language