Nextera Search
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$130,000.00/yr - $155,000.00/yr An Asset Manager is seeking an experienced professional to join their team as a Tax Manager in their New York City office. Responsibilities: Lead all aspects of RIC tax reporting and compliance for private market investment funds. Collaborate with Big 4 accounting firms on year-end tax provision preparation, review and draft tax footnotes for financial statements, and manage deferred tax and FIN 48/ASC 740 documentation. Supervise the preparation and timely filing of federal, state, and excise tax returns in coordination with fund accounting teams and external vendors. Perform and review GAAP-to-tax reconciliations, ensuring accurate maintenance of tax basis records, book/tax differences, and supporting documentation. Calculate and monitor compliance with RIC qualification requirements, including income and asset tests, and distribution thresholds. Lead distribution analysis and develop excise tax strategies to enhance tax efficiency for shareholders. Respond to IRS and state tax notices and inquiries, coordinating effectively with external advisors as needed. Partner with Accounting, Operations, and executive leadership—including the CFO and CEO—on tax strategy, fund structuring, and financial reporting matters. Stay informed of evolving tax laws impacting RICs and alternative fund vehicles; recommend and implement policy changes and structural updates as needed. Qualifications: 6–10 years of progressive tax experience, preferably within asset management, mutual funds, or alternative investment firms Deep knowledge of RIC taxation and Subchapter M compliance is required Background in Big 4 public accounting strongly preferred Bachelor’s degree in Accounting, Finance, or Taxation; CPA or MST is highly valued Comprehensive understanding of U.S. tax regulations for investment entities, including tax allocations and financial statement disclosures Strong analytical abilities with exceptional attention to detail and accuracy Excellent written and verbal communication skills, with the ability to convey complex tax matters to non-specialist audiences Demonstrated leadership and project management skills, with the ability to manage multiple priorities and collaborate effectively across teams and with external tax professionals Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Investment Management Referrals increase your chances of interviewing at Nextera Search by 2x Sign in to set job alerts for “Tax Manager” roles.
Rock Hill, SC $125,000.00-$165,000.00 1 day ago Senior Tax Manager- US Corporate & International Tax
Financial Tax Accountant - Charlotte, NC
Manager/Vice President - Tax, RIC Reporting
Charlotte, NC $130,000.00-$155,000.00 2 weeks ago Charlotte, NC $160,000.00-$180,000.00 1 month ago Charlotte, NC $140,000.00-$160,000.00 4 weeks ago Charlotte, NC $125,000.00-$165,000.00 3 days ago Rock Hill, SC $100,000.00-$150,000.00 3 weeks ago Charlotte, NC $100,000.00-$150,000.00 1 day ago Charlotte, NC $110,000.00-$160,000.00 1 week ago Senior Tax Professional - Work from Home
Matthews, NC $110,000.00-$140,000.00 1 week ago Charlotte, NC $90,300.00-$165,400.00 2 weeks ago Charlotte, NC $125,000.00-$165,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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$130,000.00/yr - $155,000.00/yr An Asset Manager is seeking an experienced professional to join their team as a Tax Manager in their New York City office. Responsibilities: Lead all aspects of RIC tax reporting and compliance for private market investment funds. Collaborate with Big 4 accounting firms on year-end tax provision preparation, review and draft tax footnotes for financial statements, and manage deferred tax and FIN 48/ASC 740 documentation. Supervise the preparation and timely filing of federal, state, and excise tax returns in coordination with fund accounting teams and external vendors. Perform and review GAAP-to-tax reconciliations, ensuring accurate maintenance of tax basis records, book/tax differences, and supporting documentation. Calculate and monitor compliance with RIC qualification requirements, including income and asset tests, and distribution thresholds. Lead distribution analysis and develop excise tax strategies to enhance tax efficiency for shareholders. Respond to IRS and state tax notices and inquiries, coordinating effectively with external advisors as needed. Partner with Accounting, Operations, and executive leadership—including the CFO and CEO—on tax strategy, fund structuring, and financial reporting matters. Stay informed of evolving tax laws impacting RICs and alternative fund vehicles; recommend and implement policy changes and structural updates as needed. Qualifications: 6–10 years of progressive tax experience, preferably within asset management, mutual funds, or alternative investment firms Deep knowledge of RIC taxation and Subchapter M compliance is required Background in Big 4 public accounting strongly preferred Bachelor’s degree in Accounting, Finance, or Taxation; CPA or MST is highly valued Comprehensive understanding of U.S. tax regulations for investment entities, including tax allocations and financial statement disclosures Strong analytical abilities with exceptional attention to detail and accuracy Excellent written and verbal communication skills, with the ability to convey complex tax matters to non-specialist audiences Demonstrated leadership and project management skills, with the ability to manage multiple priorities and collaborate effectively across teams and with external tax professionals Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Investment Management Referrals increase your chances of interviewing at Nextera Search by 2x Sign in to set job alerts for “Tax Manager” roles.
Rock Hill, SC $125,000.00-$165,000.00 1 day ago Senior Tax Manager- US Corporate & International Tax
Financial Tax Accountant - Charlotte, NC
Manager/Vice President - Tax, RIC Reporting
Charlotte, NC $130,000.00-$155,000.00 2 weeks ago Charlotte, NC $160,000.00-$180,000.00 1 month ago Charlotte, NC $140,000.00-$160,000.00 4 weeks ago Charlotte, NC $125,000.00-$165,000.00 3 days ago Rock Hill, SC $100,000.00-$150,000.00 3 weeks ago Charlotte, NC $100,000.00-$150,000.00 1 day ago Charlotte, NC $110,000.00-$160,000.00 1 week ago Senior Tax Professional - Work from Home
Matthews, NC $110,000.00-$140,000.00 1 week ago Charlotte, NC $90,300.00-$165,400.00 2 weeks ago Charlotte, NC $125,000.00-$165,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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