The Manager, Investment Tax is responsible for identifying and resolving technical, investment tax issues primarily for US ETFs and Mutual Funds, as well as international tax matters
Job Summary
The Manager, Investment Tax is responsible for identifying and resolving technical, investment tax issues primarily for US ETFs and Mutual Funds, as well as international tax matters.
Responsibilities include serving as a subject matter expert for tax implications related to ETF share class, supporting portfolio management with tax-loss harvesting, and ensuring corporate action activity is properly booked.
The role requires building positive working relationships with third-party service providers, working closely with internal departments, and staying abreast of current tax and accounting developments in the investment management industry.
Matching Summary
The Manager, Investment Tax is responsible for identifying and resolving technical, investment tax issues primarily for US ETFs and Mutual Funds, as well as international tax matters.
Skills & Requirements
Must-have
US ETFs and Mutual Funds tax
International tax matters
ETF share class tax implications
Tax-loss harvesting techniques
Corporate action booking
Tax reporting and compliance review
Nice-to-have
Process improvement and automation
Collaborative team player
Adaptable to regulatory changes
Key Requirements
Bachelor's Degree in Finance, Accounting, or Tax
3-5 years of experience in Investment Management
Working knowledge of US investment structures (1940 Act products)
Strong grasp of ETF structures and tax efficiency
Experience with multi-class implications
Strong understanding of securities transaction tax treatments