Investment Tax Manager: Lead Reporting & Planning

Vaco; Charlotte (NC); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Vaco by Highspring seeks an experienced Tax Manager to lead tax reporting, compliance, and distribution planning across a diverse portfolio of investment vehicles. You will oversee complex analyses, provide guidance on securities tax treatment, and ensure timely reporting while driving internal controls and efficiency.

The role emphasizes collaboration with Investment Operations, Fund Accounting, Legal, and Compliance, and will support Charlotte market expansion with a focus on scalability and

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, Economics, Business, or related field.
• 10+ years of progressive tax experience within investment management, financial services, or public accounting.
• 5+ years of people management experience, including demonstrated success developing and leading high-performing teams.
• Strong knowledge of investment-related tax reporting, compliance, distribution planning, and the tax treatment of securities and transactions.
• CPA designation or Master's in Taxation (MST) preferred.

Responsabilités

• Lead and develop a team of 6 responsible for tax reporting, compliance, and distribution planning across various investment vehicles.
• Oversee complex tax analyses, calculations, and reporting activities, ensuring accuracy and compliance with applicable tax regulations.
• Provide technical guidance on the tax treatment of securities, investment transactions, corporate actions, and related investment activities.
• Manage tax-related distribution planning and reporting requirements for investment funds.
• Partner with Investment Operations, Fund Accounting, Legal, Compliance, and external service providers to support tax reporting and operational requirements.
• Serve as a subject matter expert on investment-related tax matters, providing guidance and recommendations to internal stakeholders and senior leadership.
• Identify and implement process improvements, automation opportunities, and operational efficiencies to enhance scalability and strengthen internal controls.
• Support strategic initiatives, organizational changes, and the transition of key business functions into the Charlotte market.
• Establish and maintain effective relationships with internal business partners and external tax service providers.
• Ensure timely resolution of complex tax issues while maintaining a strong focus on accuracy, risk management, and operational excellence.

Connaissances

Tax reporting

Distribution planning

People leadership

Stakeholder communication

Process improvement

Formation

Bachelor's degree in Accounting, Finance, Taxation, Economics, Business, or related field

Description du poste

Vaco by Highspring seeks an experienced Tax Manager to lead tax reporting, compliance, and distribution planning across a diverse portfolio of investment vehicles. You will oversee complex analyses, provide guidance on securities tax treatment, and ensure timely reporting while driving internal controls and efficiency.

The role emphasizes collaboration with Investment Operations, Fund Accounting, Legal, and Compliance, and will support Charlotte market expansion with a focus on scalability and