Tax Manager - Investment Management

Vaco; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Vaco by Highspring seeks an experienced Tax Manager to lead tax reporting, compliance, and distribution planning across a diverse portfolio of investment vehicles. You will oversee complex analyses, provide guidance on securities tax treatment, and ensure timely reporting while driving internal controls and efficiency.

The role emphasizes collaboration with Investment Operations, Fund Accounting, Legal, and Compliance, and will support Charlotte market expansion with a focus on scalability and

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, Economics, Business, or related field.
• 10+ years of progressive tax experience within investment management, financial services, or public accounting.
• 5+ years of people management experience, including demonstrated success developing and leading high-performing teams.
• Strong knowledge of investment-related tax reporting, compliance, distribution planning, and the tax treatment of securities and transactions.
• CPA designation or Master's in Taxation (MST) preferred.

Responsibilities

• Lead and develop a team of 6 responsible for tax reporting, compliance, and distribution planning across various investment vehicles.
• Oversee complex tax analyses, calculations, and reporting activities, ensuring accuracy and compliance with applicable tax regulations.
• Provide technical guidance on the tax treatment of securities, investment transactions, corporate actions, and related investment activities.
• Manage tax-related distribution planning and reporting requirements for investment funds.
• Partner with Investment Operations, Fund Accounting, Legal, Compliance, and external service providers to support tax reporting and operational requirements.
• Serve as a subject matter expert on investment-related tax matters, providing guidance and recommendations to internal stakeholders and senior leadership.
• Identify and implement process improvements, automation opportunities, and operational efficiencies to enhance scalability and strengthen internal controls.
• Support strategic initiatives, organizational changes, and the transition of key business functions into the Charlotte market.
• Establish and maintain effective relationships with internal business partners and external tax service providers.
• Ensure timely resolution of complex tax issues while maintaining a strong focus on accuracy, risk management, and operational excellence.

Skills

Tax reporting

Distribution planning

People leadership

Stakeholder communication

Process improvement

Education

Bachelor's degree in Accounting, Finance, Taxation, Economics, Business, or related field

Job description

Our client is one of the world's largest and most established investment management firms, with more than $3.6 trillion in assets under management and a nearly 100-year history of financial strength and stability. The organization operates globally and is recognized for its long-term investment philosophy, collaborative culture, and commitment to employee development.

Position Summary

We are seeking an experienced Tax Manager to lead tax reporting, compliance, and distribution planning activities across a diverse portfolio of investment vehicles. This individual will oversee complex tax analyses, provide guidance on the tax treatment of securities and investment transactions, and ensure accurate and timely tax reporting.

The ideal candidate will bring a strong foundation in investment management taxation, demonstrated people leadership experience, and the ability to collaborate across multiple business functions. This position will also play an important role in driving process improvements, strengthening internal controls, and supporting strategic initiatives as the organization continues to expand its Charlotte operations.

Key Responsibilities

• Lead and develop a team of 6 responsible for tax reporting, compliance, and distribution planning across various investment vehicles.
• Oversee complex tax analyses, calculations, and reporting activities, ensuring accuracy and compliance with applicable tax regulations.
• Provide technical guidance on the tax treatment of securities, investment transactions, corporate actions, and related investment activities.
• Manage tax-related distribution planning and reporting requirements for investment funds.
• Partner closely with Investment Operations, Fund Accounting, Legal, Compliance, and external service providers to support tax reporting and operational requirements.
• Serve as a subject matter expert on investment-related tax matters, providing guidance and recommendations to internal stakeholders and senior leadership.
• Identify and implement process improvements, automation opportunities, and operational efficiencies to enhance scalability and strengthen internal controls.
• Support strategic initiatives, organizational changes, and the transition of key business functions into the Charlotte market.
• Establish and maintain effective relationships with internal business partners and external tax service providers.
• Ensure timely resolution of complex tax issues while maintaining a strong focus on accuracy, risk management, and operational excellence.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, Economics, Business, or a related field.
• 10+ years of progressive tax experience within investment management, financial services, or public accounting.
• 5+ years of people management experience, including demonstrated success developing and leading high-performing teams.
• Strong knowledge of investment-related tax reporting, compliance, distribution planning, and the tax treatment of securities and transactions.
• Experience working with investment vehicles, mutual funds, or other complex financial products is preferred.
• Ability to research, analyze, and communicate complex tax matters to technical and nontechnical stakeholders.
• Proven experience leading process improvements, strategic initiatives, and organizational change.
• CPA designation or Master's in Taxation (MST) preferred.

Company Overview

Our client is one of the world's largest and most established investment management firms, with more than $3.6 trillion in assets under management and a nearly 100-year history of financial strength and stability. The organization operates globally and is recognized for its long-term investment philosophy, collaborative culture, and commitment to employee development.

Position Summary

We are seeking an experienced Tax Manager to lead tax reporting, compliance, and distribution planning activities across a diverse portfolio of investment vehicles. This individual will oversee complex tax analyses, provide guidance on the tax treatment of securities and investment transactions, and ensure accurate and timely tax reporting.

The ideal candidate will bring a strong foundation in investment management taxation, demonstrated people leadership experience, and the ability to collaborate across multiple business functions. This position will also play an important role in driving process improvements, strengthening internal controls, and supporting strategic initiatives as the organization continues to expand its Charlotte operations.

Key Responsibilities

• Lead and develop a team of 6 responsible for tax reporting, compliance, and distribution planning across various investment vehicles.
• Oversee complex tax analyses, calculations, and reporting activities, ensuring accuracy and compliance with applicable tax regulations.
• Provide technical guidance on the tax treatment of securities, investment transactions, corporate actions, and related investment activities.
• Manage tax-related distribution planning and reporting requirements for investment funds.
• Partner closely with Investment Operations, Fund Accounting, Legal, Compliance, and external service providers to support tax reporting and operational requirements.
• Serve as a subject matter expert on investment-related tax matters, providing guidance and recommendations to internal stakeholders and senior leadership.
• Identify and implement process improvements, automation opportunities, and operational efficiencies to enhance scalability and strengthen internal controls.
• Support strategic initiatives, organizational changes, and the transition of key business functions into the Charlotte market.
• Establish and maintain effective relationships with internal business partners and external tax service providers.
• Ensure timely resolution of complex tax issues while maintaining a strong focus on accuracy, risk management, and operational excellence.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, Economics, Business, or a related field.
• 10+ years of progressive tax experience within investment management, financial services, or public accounting.
• 5+ years of people management experience, including demonstrated success developing and leading high-performing teams.
• Strong knowledge of investment-related tax reporting, compliance, distribution planning, and the tax treatment of securities and transactions.
• Experience working with investment vehicles, mutual funds, or other complex financial products is preferred.
• Ability to research, analyze, and communicate complex tax matters to technical and nontechnical stakeholders.
• Proven experience leading process improvements, strategic initiatives, and organizational change.
• CPA designation or Master's in Taxation (MST) preferred.

Desired Skills and Experience

• Tax planning
• Tax compliance
• Distribution planning

Equal Opportunity Notice

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals 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 applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact [e-mail] .

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

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client.

Privacy Notice

Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR and UK GDPR may access our policies here.

Additionally, 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. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

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; and

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 and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).