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JCW

Tax Manager, Funds

JCW, New York

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1 day ago Be among the first 25 applicants

This range is provided by JCW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Tax Recruiter at JCW Search | Asset Management & Financial Services

Position: Tax Manager, Funds

Location: New York, NY

Reports to: VP, US Taxation

Type: Full-time, Permanent

Overview:

A leading global investment firm is seeking a Manager, US Taxation to join their growing tax team. This newly created position will play a key role in overseeing tax compliance and reporting for a mix of RIC and private fund products. This is an exciting opportunity for a driven tax professional to grow within a dynamic and fast-paced environment that supports long-term career development.

Key Responsibilities:

  • Manage US tax compliance and reporting for registered investment company (RIC) structures
  • Oversee K-1 reporting for designated private fund vehicles
  • Ensure timely and accurate preparation and filing of federal, state, and local tax returns
  • Coordinate quarterly estimated tax payments across multiple jurisdictions
  • Assist with monthly tax provision calculations and annual 1099 reporting
  • Lead responses to US federal, state, and local tax authority inquiries
  • Respond to investor tax questions and coordinate related communications

Qualifications:

  • 4–7 years of tax experience in public accounting (Big 4 preferred) and/or the asset management industry
  • CPA preferred
  • Experience managing complex tax compliance workflows
  • Exposure to cross-border tax matters and treaty analysis is a plus
  • Ability to communicate technical tax issues clearly to non-tax professionals
  • Strong analytical, organizational, and problem-solving skills
  • Comfortable working independently and managing multiple priorities under pressure
  • Excellent interpersonal and written communication skills

Why Apply?

This role offers meaningful exposure to a broad range of investment vehicles, high-level mentorship, and the opportunity to grow within a prestigious and globally recognized platform. Candidates seeking hands-on experience and upward mobility in a sophisticated tax environment are strongly encouraged to apply.

For more information regarding this position or other tax opportunities, please reach out to

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing
  • Industries

    Investment Management and Financial Services

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