Daley And Associates, LLC
Global Fund Tax Manager (Asset Manager / Tax Advisory Focus)
Daley And Associates, LLC, WorkFromHome
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 –
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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