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Product Tax Manager

The Products Tax Manager will primarily oversee tax matters for investment products. The tax scope will
be primarily the US and Canadian products but will also include international tax matters encompassing a range of tax entity types. This role manages and oversees projects with internal clients, external service providers, as well as the broader Finance group.

-Manage global FATCA/CRS compliance
-Liaise with foreign offices and other firm organizations (Portfolio Management, Sales, Investment Operations, etc.) on firm-wide projects
-Maintain ASC 740 and prepare related GAAP disclosures
-Complete tax surveys and checklists
-Maintain and develop positive working relationships with outside service providers
-Stay abreast of and advise management on current accounting and reporting developments in the asset management industry and corresponding organizational impact
-Research complex tax matters related to global fund structures and analyze and interpret results
-Respond to inquiries regarding the tax implications of cross border transactions and structures including management and documentation of transfer pricing policy
-Communicate effectively with internal Accounting/Finance group members
-Work with both the sales and portfolio management teams in creating client responses to
distribution related inquiries
-Create tax educational resources for the firm as part of a value-add initiative
l Manage and contribute to ad hoc projects, as needed

-Bachelor’s degree
-CPA preferred
-Public accounting experience a plus
-8-12 years of experience in a tax specialist role
-Background or strong interest in financial products/investments
-Ability to communicate effectively with a broad spectrum of people across various levels of
the organization
-Excellent analytical, interpersonal, verbal and written communication skills
-Self-starter who is capable of managing multiple projects and meeting deadlines
-Proficient in Microsoft product suite
-Advanced Excel skills
-Able to take initiative, resolve problems effectively, and exercise independent judgment
-Experience in Investment Management industry