Tax Manager – Investment Funds, Advisory

Arootah

Tax Manager responsible for tax operations supporting investment vehicles and managed accounts at a global investment organization. Collaborating with cross-functional teams to ensure efficient tax reporting and governance.

Posted 5/29/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $130,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Oversee tax-related activities for investment partnerships and managed account structures, including coordination of filings, investor reporting, and related compliance obligations.
Review and manage tax deliverables prepared by external accounting firms and administrators.
Provide guidance to internal stakeholders regarding the tax impact of investment activity and portfolio transactions.
Assist in evaluating tax considerations associated with equities, fixed income instruments, derivatives, and other complex financial products.
Support internal processes related to tax allocations, realized/unrealized gains and losses, and investment accounting matters.
Coordinate with auditors, administrators, and external advisors to resolve reporting issues and maintain consistency across tax workstreams.
Track changes in tax legislation, regulatory guidance, and reporting requirements relevant to investment management businesses.
Help strengthen internal controls, operating procedures, and governance documentation related to tax operations.
Identify opportunities to improve efficiency, reduce operational risk, and enhance reporting accuracy across tax processes.
Participate in strategic projects and operational initiatives supporting the continued growth of the platform.

Requirements

What you’ll need

5+ years of experience within investment management tax, partnership taxation, or public accounting environments.
Background supporting hedge funds, private funds, alternative investments, or managed account structures preferred.
Familiarity with partnership allocations, investor reporting, and fund-related tax compliance requirements.
Understanding of tax treatment for financial instruments including derivatives, swaps, and other structured transactions.
Ability to interpret complex tax matters and communicate implications effectively to both technical and non-technical stakeholders.
Experience working alongside external accounting firms, fund administrators, and audit teams.
CPA designation and/or advanced taxation degree preferred.
Strong analytical, organizational, and problem-solving capabilities.
Advanced Excel proficiency and comfort working with large financial datasets.
Ability to manage competing priorities while operating effectively in a collaborative team environment.

Benefits

Comp & perks

Medical, Dental, and Vision Insurance
401(k) Retirement Plan
Paid Time Off and Holidays
Professional Development Opportunities
Performance-Based Incentive Compensation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax-related activitiestax deliverablestax allocationsrealized gainsunrealized gainsinvestment accountingtax compliancefinancial instrumentsderivativesExcel proficiency

Soft Skills

analytical capabilitiesorganizational skillsproblem-solvingcommunicationcollaborative team environmentability to manage competing priorities

Certifications

CPA designationadvanced taxation degree