Tax Manager

Vaco; San Diego (CA); Hybrid; USD 125,000 - 150,000; Full time

Job summary

Global Investment Management Platform is seeking a Tax Manager in San Diego. Hybrid role: 2 days onsite, partnering with accounting, legal, and investment teams to own mutual tax compliance for complex investment structures.

You will oversee end-to-end tax compliance for investment entities, work with external advisors on domestic and international tax matters, and support investor inquiries while driving process improvements across tax operations.

Qualifications

• 6+ years of tax experience, ideally within asset management or fund environments.
• Public accounting background (Big 4 or similar) strongly preferred.
• Strong understanding of partnership taxation and investment structures.
• Advanced Excel skills and ability to manage multiple priorities.

Responsibilities

• Oversee end‑to‑end tax compliance for investment entities, including review of federal and state filings and investor reporting.
• Partner with external advisors on domestic and international tax matters.
• Support investor‑facing teams on tax‑related inquiries.
• Manage withholding tax processes, including Forms 1042/1042‑S and related filings.
• Review complex informational filings (e.g., 5471, 8621, 8865) tied to entity structures.
• Assist with tax reporting tied to entity formations, restructures, and dissolutions.
• Manage tax notices and coordinate responses with internal teams and external providers.
• Help drive process improvements and support internal tax operations.

Skills

Tax experience

Public accounting

Excel skills

Partnership taxation

Education

Bachelor's degree in Accounting/Finance

Job description

Title: Tax Manager

Company: Global Investment Management Platform

Compensation: $125,000 - $150,000 base + bonus (DOE)

Location: San Diego (Hybrid, 2 days onsite).

Overview: This role sits on a lean, high-impact tax team supporting complex investment structures across multiple strategies. You'll own mutual tax compliance while partnering closely with accounting, legal, and investment teams in a fast-paced, collaborative environment.

Key Responsibilities

• Oversee end‑to‑end tax compliance for investment entities, including review of federal and state filings and investor reporting
• Partner with external advisors on domestic and international tax matters
• Support investor‑facing teams on tax‑related inquiries
• Manage withholding tax processes, including Forms 1042/1042‑S and related filings
• Review complex informational filings (e.g., 5471, 8621, 8865) tied to entity structures
• Assist with tax reporting tied to entity formations, restructures, and dissolutions
• Manage tax notices and coordinate responses with internal teams and external providers
• Help drive process improvements and support internal tax operations

Minimum Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• 6+ years of tax experience, ideally within asset management or fund environments
• Public accounting background (Big 4 or similar) strongly preferred
• Strong understanding of partnership taxation and investment structures
• Advanced Excel skills and ability to manage multiple priorities

Preferred Qualifications

• CPA or JD
• Exposure to alternative investments (private credit, private equity, or similar)
• Experience working cross‑functionally with accounting, legal, and external advisors

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, and other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.