Daley And Associates, LLC
Global Fund Tax Manager (Asset Manager / Tax Advisory Focus)
Daley And Associates, LLC, Boston, Massachusetts, us, 02298
Global Fund Tax Manager (Asset Manager / Tax Advisory Focus)
Our team is working with a global asset manager looking to hire a Global Fund Tax Manager to support complex North American operational fund tax matters, focusing on private funds, alternative investments, digital assets, and non-traditional product structures.
Compensation:
Full-time hybrid, 3 days in office/2 at home, base 140-160K plus bonus and strong benefits.
Contact:
Vincenzo Kulturides – vkulturides@daleyaa.com
Core Responsibilities:
Serve as senior tax subject-matter expert advising on complex North American operational fund tax issues, focusing on private funds, alternative investments (i.e., digital assets), and non-traditional product structures.
Support 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 to support product objectives.
Provide periodic and ad-hoc tax planning for portfolio managers.
Lead 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.
Experience, Education & Certifications:
7+ years in tax, preferably focused on investment funds.
Master’s degree in Tax, Law, Accounting, or Finance.
CPA, CA, or ACCA certification preferred.
Expertise in complex retail and private investment structures.
Knowledge of complex securities and alternative investments.
Strong operational efficiency skills. Accredited in Lean Six Sigma, CPOE, CEE, or equivalent preferred.
Experience with project management and automation tools (Alteryx, Power BI, Tableau).
Soft skills: Ability to communicate complex tax issues clearly.
Seniority Level: Mid-Senior level
Employment Type: Full-time
Job Function: Business Development
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Compensation:
Full-time hybrid, 3 days in office/2 at home, base 140-160K plus bonus and strong benefits.
Contact:
Vincenzo Kulturides – vkulturides@daleyaa.com
Core Responsibilities:
Serve as senior tax subject-matter expert advising on complex North American operational fund tax issues, focusing on private funds, alternative investments (i.e., digital assets), and non-traditional product structures.
Support 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 to support product objectives.
Provide periodic and ad-hoc tax planning for portfolio managers.
Lead 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.
Experience, Education & Certifications:
7+ years in tax, preferably focused on investment funds.
Master’s degree in Tax, Law, Accounting, or Finance.
CPA, CA, or ACCA certification preferred.
Expertise in complex retail and private investment structures.
Knowledge of complex securities and alternative investments.
Strong operational efficiency skills. Accredited in Lean Six Sigma, CPOE, CEE, or equivalent preferred.
Experience with project management and automation tools (Alteryx, Power BI, Tableau).
Soft skills: Ability to communicate complex tax issues clearly.
Seniority Level: Mid-Senior level
Employment Type: Full-time
Job Function: Business Development
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