Tax Manager

Job description

The US Systematic Wealth department is seeking a Tax Manager to support US tax compliance for Man's US tax compliance funds and separately managed accounts. The role involves establishing and maintaining tax compliance processes, preparing tax returns, and advising on related tax matters.

Tasks

• Tax compliance and reporting: Managing and monitoring tax compliance for Man's non-Section 4975(d) hedge funds and separately managed accounts, including monitoring all federal, state, and foreign tax returns.
• Strategic advice: Partner with portfolio managers and the investment team to proactively advise on the implications of tax strategies and recommend adjustments to strategies to maximize after-tax returns.
• Complex transaction tax analysis: Provision of technical analyses on the tax treatment of complex transactions, including constructive sales, straddles, Section 1256 contracts, swaps, and other derivatives
• Collaborate with tax advisors, fund managers, and auditors to reconcile tax positions, prepare draft tax returns, and review all third-party tax-related activities.
• Overseeing the administration and maintenance of tax accounting systems to ensure compliance with the funds' financial and regulatory reporting obligations

Requirements

• 5+ years of tax experience in wealth management, public accounting (CPA-qualified), or a combination thereof
• Deep knowledge of tax compliance for non-Section 4975(d) hedge funds, including partnership tax, investment allocations, tax and accounting, and the treatment of capital gains/losses/returns
• Strong expertise in complex financial instruments and transactions, including derivatives, swaps, straddles, Section 988 contracts, foreign exchange contracts, and convertible and other exotic instruments
• Knowledge of commoditized fund structures and separately managed accounts
• Knowledge of the nuances in the tax treatment of financial products, stocks, and derivatives

We offer

• An attractive salary package that also includes benefits and a discretionary bonus