• Serve as a subject matter tax expert and provide tax advice on complex North American operational fund tax issues
• Support complex North American operational tax compliance processes and governance frameworks
• Identify operational tax issues impacting complex fund structures and collaborate with internal and external tax advisors
• Support periodic and ad-hoc tax planning for portfolio managers
• Lead and support projects, including process improvement and automation initiatives to enhance operational efficiency
• Advise on operational and strategic tax matters and internal process development
• Identify, assess and mitigate tax-related risks
• Manage relationships with external service providers
• Lead change initiatives and educate teams on tax best practices

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