Tax Manager-12664

Company Info: Tech company for global financial services with more than $20 billion of capital under management based in Connecticut, with offices in NYC and Canada


  • Review and prepare tax provisions and income allocations for investment funds including trusts and limited partnerships
  • Review and prepare trust income tax returns and partnership financial returns using tax software
  • Liaise with investment fund managers and audit firms during the audit and review process
  • Advise clients and internal parties on all tax related matters
  • Assist and participate in special projects and other duties as necessary
  • Lead in the development and mentorship of junior tax staff
  • Participate fully as a member of the Canadian and U.S. teams and contribute to a positive work environment
  • Stay current on changes to tax legislation and other tax compliance requirements for investment funds


  • Undergraduate accounting, finance or equivalent degree
  • Must have a professional accounting designation
  • A minimum of 5 years of tax experience
  • Tax and accounting experience in the financial services sector, specifically in the asset management industry
  • High proficiency with Microsoft Excel and experience working with tax software
  • Strong analytical skills with ability to work independently, under pressure, and with attention to detail to meet deadlines
  • Excellent verbal and written communication skills


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