Manager - RIC Tax

Selby Jennings; Chicago (IL); On-site; USD 110,000 - 140,000; Full time

Job summary

Selby Jennings is seeking a Manager - RIC Tax to oversee federal, state, and other tax filings for investment funds and related entities in Chicago. The role includes reviewing tax provisions in financial statements and managing fund distributions with book-to-tax considerations.

Leading tax analyses, mentoring junior staff, and collaborating with accounting, finance, operations, and legal teams are key aspects of this position. Strong Excel and tax research tool expertise is expected.

Qualifications

• Experience researching complex tax issues and interpreting regulatory guidance.
• Ability to lead or supervise a team with strong communication and organizational skills.
• Advanced Excel skills and familiarity with tax research tools are expected.

Responsibilities

• 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 book-to-tax adjustments and investment-related considerations.
• 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, and other corporate actions.
• Drive process improvements, automation initiatives, and enhancements to internal controls.
• Mentor and develop junior team members with technical tax guidance.
• Collaborate cross-functionally with accounting, finance, operations, legal, and portfolio management stakeholders.

Skills

Communication

Analytical thinking

Organizational skills

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Excel

Tax research tools

Job description

• 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 - RIC 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.