Manager - Fund Tax

Selby Jennings; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Selby Jennings in Houston, TX seeks a Manager - Fund Tax to oversee federal, state, and other fund tax filings. You will review tax provisions, manage analyses affecting distributions, and drive process improvements while mentoring juniors.

You’ll collaborate with accounting, finance, operations, legal, and portfolio management to ensure regulatory compliance. The ideal candidate has 5+ years in fund taxation, strong knowledge of investment-related taxation, and advanced Excel skills.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of tax experience in public accounting, financial services, asset management, or investment fund environments.
• Strong knowledge of investment-related taxation and RIC taxation.
• Experience researching complex tax issues and interpreting regulatory guidance.
• Prior leadership or supervisory experience preferred.
• Advanced Excel skills and familiarity with tax research tools.
• Strong communication, analytical, and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Oversee and review federal, state, and other tax filings for funds and related entities.
• Review tax provisions and disclosures included in financial statements.
• Manage tax analyses affecting fund distributions, including book-to-tax adjustments.
• Support distribution planning and reporting to ensure regulatory compliance.
• Oversee fund-level tax compliance testing and reporting requirements.
• Evaluate tax implications related to fund restructurings, mergers, or corporate actions.
• Drive process improvements, automation, and internal controls enhancements.
• Mentor and develop junior team members with technical tax guidance.
• Collaborate cross-functionally with accounting, finance, operations, legal, and portfolio management.

Skills

Tax knowledge

Leadership

Communication

Analytical skills

Organizational skills

Project management

Excel

Tax research tools

Education

Bachelor's degree

Tools

Excel

Tax research tools

Job description

Manager - Fund Tax (PR/608669) Houston, Texas

• Oversee and review federal, state, and other tax filings for investment funds and related entities.
• Review tax provisions and disclosures included in financial statements.
• Manage tax analyses affecting fund distributions, including complex book-to-tax adjustments and investment-related tax considerations.
• Support distribution planning and reporting to ensure compliance with applicable regulatory and tax requirements.
• Oversee fund-level tax compliance testing and reporting requirements.
• Evaluate tax implications related to fund restructurings, mergers, and other corporate actions.
• Drive process improvements, automation initiatives, and enhancements to internal controls.
• Mentor and develop junior team members while providing technical tax guidance.
• Collaborate cross-functionally with accounting, finance, operations, legal, and portfolio management stakeholders.

Manager - Fund Tax Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of tax experience within public accounting, financial services, asset management, or investment fund environments.
• Strong knowledge of investment-related taxation, partnership taxation, or regulated investment company (RIC) taxation.
• Experience researching complex tax issues and interpreting regulatory guidance.
• Prior leadership or supervisory experience preferred.
• Advanced Excel skills and familiarity with tax research tools.
• Strong communication, analytical, and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.