Senior Manager, Tax Compliance

Atlantic Group; Philadelphia (Philadelphia County); Hybrid; USD 160,000 - 175,000; Full time

Job summary

A leading financial consultancy is seeking a Senior Manager of Tax Compliance to oversee tax compliance and reporting for regulated investment companies in Philadelphia. This hybrid role requires 7+ years of investment tax experience and strong expertise in Subchapter M and RIC taxation. The ideal candidate will exhibit excellent communication, project management skills, and the ability to implement consistent tax policies. The position offers a competitive salary ranging from $160,000 to $175,000 plus bonus.

Qualifications

• 7+ years of investment tax experience with regulated investment companies.
• Public accounting experience is preferred.
• Strong expertise in Subchapter M and RIC taxation.

Responsibilities

• Lead federal, state, and local tax compliance for investment funds.
• Ensure ongoing compliance with Subchapter M requirements.
• Oversee interim and annual income tax provisions under ASC 740.

Skills

Highly organized

Detail-oriented

Excellent project management skills

Strong written and verbal communication

Ability to balance multiple priorities

Education

Bachelor's degree in Accounting or Finance

Master of Taxation

Job description

Job Overview – Senior Manager, Tax Compliance

Compensation: $160,000 – $175,000/year + bonus

Location: Philadelphia, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Senior Manager, Tax Compliance in Philadelphia, PA for our client. This hybrid role leads tax compliance and reporting for regulated investment companies (RICs), ensuring adherence to Subchapter M, ASC 740, and evolving tax regulations. You will oversee third‑party tax providers, support investor reporting, and partner cross‑functionally to maintain strong controls and scalable tax processes. Ideal for a senior investment tax professional with deep RIC experience and a strategic, process‑driven mindset.

Responsibilities as the Senior Manager, Tax Compliance:

• Tax Compliance Oversight: Lead federal, state, and local tax compliance for investment funds, including excise tax calculations and investor tax reporting.
• Subchapter M & RIC Compliance: Ensure ongoing compliance with Subchapter M requirements across investment fund structures.
• Tax Provisions & Controls: Oversee interim and annual income tax provisions under ASC 740 while maintaining strong internal controls and risk management.
• Cross‑Functional Management: Manage external tax providers and partner with investment, accounting, legal, and operations teams to implement consistent tax policies.
• Improvement & Regulatory Monitoring: Monitor tax law changes and drive process improvements through technology and automation to enhance efficiency and accuracy.

Qualifications for the Senior Manager, Tax Compliance:

• Education: Bachelor’s degree in Accounting or Finance required, with a Master of Taxation preferred.
• Certification: CPA preferred.
• Experience: 7+ years of investment tax experience with regulated investment companies, investment funds, and corporate structures, with public accounting experience preferred.
• Industry Knowledge: Strong expertise in Subchapter M and RIC taxation, including review of Forms 1120‑RIC, 1120, and 1065, with hands‑on experience in ASC 740 income tax provisions.
• Skills & Attributes: Highly organized, detail‑oriented leader with excellent project management skills, strong written and verbal communication abilities, and the capacity to balance multiple priorities in a fast‑paced, deadline‑driven environment.

Application Notice:

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.