Tax Manager

1201 Invesco Advisors Inc.; Houston (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching

Health & wellbeing benefits

Parental Leave benefits

Job summary

1201 Invesco Advisors Inc. is seeking a Fund Tax Manager in Houston, Texas. This position involves overseeing compliance and reporting for registered investment companies and supervising tax staff, ensuring accurate financial statements and tax returns.

The ideal candidate will have a degree in accounting, CPA preferred, and significant experience in federal tax matters related to mutual funds. Employees will enjoy benefits like flexible paid time off and a hybrid work schedule.

Qualifications

• 2-7 years of federal tax experience, preferably in mutual funds.
• Experience in supervising and mentoring tax staff.
• Strong knowledge of corporate tax reporting and compliance.

Responsibilities

• Oversee tax compliance for registered investment companies.
• Review federal and state tax returns for accuracy.
• Coordinate RIC qualification testing and distribution compliance.
• Lead tax analysis on fund mergers and reorganizations.

Skills

Financial knowledge

Organizational skills

Analytical skills

Leadership skills

Communication skills

Excel proficiency

Education

BA/BS in accounting with taxation courses

CPA preferred

Tools

Tax research software

Job description

About Invesco

Invesco is an independent global investment firm that delivers investment management capabilities across a wide range of strategies and vehicles.

What’s in it for you?

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

Job Description

The Fund Tax team is responsible for overseeing tax compliance and reporting for registered investment companies (RICs), including ETFs and mutual funds. The team partners closely with Fund Accounting, Portfolio Management, Legal, Finance, and external service providers to ensure accurate, timely, and compliant tax reporting. The Fund Tax Manager leads tax compliance and reporting activities for assigned registered investment companies and investment products. This role oversees complex RIC tax matters, including federal and excise filings, financial statement tax disclosures, and distribution‑related calculations. The position supervises and develops tax staff while providing technical guidance on complex fund tax issues. The role also contributes to process improvement, internal controls, and cross‑functional initiatives affecting fund tax reporting.

Responsibilities

• Review federal, state, excise, and foreign tax returns for registered investment companies to ensure accuracy and completeness.
• Review tax provisions and tax disclosures included in annual financial statements.
• Oversee tax analysis impacting distributions, including book/tax differences, wash sales, straddles, PFICs, foreign tax credits, and excise calculations.
• Monitor and review monthly, quarterly, and annual distributions to ensure compliance with IRS and SEC requirements, including Section 19 notices.
• Coordinate and review RIC qualification testing, including income, asset diversification, and distribution requirements.
• Review tax implications of fund mergers, reorganizations, and ownership changes, including carryforwards and limitation analyses.
• Lead process improvement initiatives, including internal controls, automation, and efficiency enhancements.
• Supervise and develop assistant managers and tax staff, including mentoring, training, and deadline management.

Qualifications

• BA/BS in accounting with taxation courses required.
• Business and accounting knowledge related to federal tax reporting for mutual funds.
• Certified Public Accountant preferred.
• Excellent financial, accounting and tax knowledge.
• 2-5 years supervisory experience or demonstration of leadership skills.
• 5-7 years of corporate or partnership federal tax experience, preferably in mutual fund tax.
• Proficiency in tax research and knowledge of taxation of financial instruments, including derivatives.
• Proficient leadership skills.
• Proficiency in Excel and tax research software.
• Strong communication skills across all mediums.
• Organizational skills to meet deadlines and manage multiple projects.
• Strong analytical and interpersonal skills.
• Ability to work well in a fast-paced and changing environment.

Employment Type

• Full time
• Exempt
• Employee

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.

EEO Statement

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non‑discrimination in employment.