Tax Manager

Vaco by Highspring; San Diego (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

Vaco by Highspring is looking for a Tax Manager for its private credit funds. The role demands oversight of tax compliance processes and coordination with external advisors to ensure accurate reporting.

The ideal candidate should have over 6 years of experience in tax within the asset management industry and a solid understanding of partnership taxation. Advanced Excel skills and excellent organizational capabilities are crucial for success in this fast-paced environment.

Qualifications

• 6+ years of tax experience in asset management/private credit.
• Strong understanding of partnership taxation and investment fund structures.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Oversee tax compliance for private credit funds.
• Coordinate with external advisors on global tax filings.
• Manage IRS withholding documents and related accuracy.

Skills

Tax Compliance

Analytical Skills

Communication Skills

Project Management

Excel Skills

Education

Bachelor's degree

Job description

Title

Tax Manager, Private Credit Funds

Company

Private Investment Management / Asset Management

About the Role

Our client, a leading investment management firm, is seeking a Tax Manager to support the tax operations of its private credit investment vehicles. This role will partner closely with fund accounting, legal, investor services, and investment teams while overseeing external tax providers and ensuring timely, accurate fund tax compliance reporting.

Key Responsibilities

• Oversee end to end tax compliance for private credit funds, including review of federal and state tax returns, estimates, and investor K-1 distributions prepared by external providers
• Coordinate with external advisors on non U.S. tax filings and related compliance matters
• Support responses to investor and client tax inquiries
• Manage IRS withholding documentation, treaty claims, and review Forms 1042-S for withholding accuracy
• Review and manage informational filings and elections including Forms 926, 5471, 5472, 8621, 8865, 8886, and related filings
• Monitor U.S. withholding tax requirements related to foreign investors, including FDAP and ECI reporting, and oversee Forms 1042 and 8804 filings
• Assist with Forms 1099, FBAR filings, and annual blocker corporation tax provisions
• Partner with internal compliance teams on FATCA and CRS reporting obligations
• Support entity formation and dissolution activities for investment structures
• Manage notices and correspondence from federal, state, and foreign tax authorities
• Provide technical tax guidance and operational support to internal stakeholders

Qualifications

• Bachelor's degree required
• 6+ years of tax experience within Big Four or public accounting environments focused on asset management/private credit funds
• Strong understanding of partnership taxation, withholding tax, and investment fund structures
• Advanced Excel skills and comfort improving processes through automation and technology tools
• Highly organized with strong attention to detail and ability to manage multiple priorities in a fast paced environment
• Strong communication, analytical, and project management skills