Funds Tax

Job description

Job Overview We are looking for an experienced tax professional to join our Tax team. This individual will be responsible for assisting with the management, execution, and continuous improvement of the firm’s tax function, with a focus on our sponsored funds. This role serves as a subject matter expert for tax matters, particularly those impacting our sponsored funds, and provides strategic oversight across U.S. federal, state, local, and international tax compliance, reporting, and risk management. The role reports to the head of our tax team. Responsibilities: - Oversee and manage the tax function (including U.S. federal, state, local, and international tax matters) for our sponsored funds, which invest primarily in public equities and certain derivatives. - Establish and maintain strong governance, controls, and processes around fund tax compliance and reporting (e.g., Schedule K-1s, K-3s, PFIC QEF Statements, etc.). - Provide oversight of international tax matters affecting our funds, including non-U.S. dividend and withholding taxes, capital gain accruals and related filings/payments and identification and execution of dividend withholding tax reclaim opportunities. - Manage e...