Tax Manager/Senior Tax Manager

About the position 

This is a hands-on role in every sense. The Tax Manager works alongside the Tax Director, not behind them. Both positions are expected to work together: preparing workpapers, reviewing returns, conducting primary research, owning compliance deadlines, and building the analysis that informs the firm’s tax positions.  

Responsibilities 

U.S. International Tax 

• Prepare and own U.S. international tax compliance workpapers and supporting schedules across the firm's controlled foreign corporations and partnerships, including GILTI/NCTI, FDII/FDDEI, BEAT, Subpart F, foreign tax credits and FTC limitation analysis, and foreign withholding and treaty positions 
• Maintain and update CFC and partnership analyses including tested income, tested loss, net deemed tangible income return calculations, and high-tax exclusion evaluations; coordinate with external advisors on FTC planning and transfer pricing strategies 
• Monitor the impact of OBBBA, evolving IRS guidance, and OECD Pillar Two developments on the firm's international tax positions and assess implications for compliance and planning 
• Support transfer pricing documentation and intercompany agreements for cross-border transactions between U.S. and foreign entities. 

Federal, State & Local Tax Compliance 

• Prepare tax return information packages and detailed workpapers for external tax consulting firms; independently review all externally prepared federal and state returns prior to submission 
• Support preparation and review of indirect tax filings including VAT, Use Tax, and GST across applicable domestic and international jurisdictions 
• Own withholding and information reporting obligations for Forms 1099, 1042-S, and 8804 for the firm and its related entities 
• Build and maintain the firm’s tax compliance calendar; proactively identify all upcoming deadlines and coordinate timely completion with internal teams and outside advisors 

Research, Planning & Authority Response 

• Conduct primary research on federal, state and local, and international tax issues; prepare well-reasoned technical memos for Tax Director review 
• Prepare substantive responses to information document requests (IDRs) from the IRS, state, and city taxing authorities; maintain organized examination support files 
• Monitor and assess legislative and regulatory developments including IRS guidance, Treasury regulations, and OECD Pillar Two updates; brief the Tax Director on implications for the firm 
• Provide tax analysis in support of proposed transactions, new entity structures, and strategic initiatives 

Process, Data & Technology 

• Identify and implement process improvements to tax workflows; evaluate new tools and procedures for more accurate, efficient compliance 
• Leverage Excel (Power Query, XLOOKUP, PivotTables, array formulas) and AI research tools to streamline workpaper preparation, data manipulation, and reconciliation 
• Document and maintain policies, procedures, and internal controls for the Tax function 
• Work cross-functionally with Accounting, Legal, and Operations on tax matters, regulatory reporting, and ad hoc special projects as directed 

Required Skills 

• 6–8+ years of tax experience; public accounting background at the Manager or experienced Senior level strongly preferred (Big 4, national firm, or strong regional with FS practice) 
• Genuine hands-on technical depth in U.S. and international tax, direct experience preparing and reviewing GILTI/NCTI, Subpart F, and foreign tax credit workpapers; conceptual familiarity alone will not meet the bar 
• Experience preparing and independently reviewing federal and state tax returns and workpapers, preferably in a financial services, partnership, or trading firm context 
• Working knowledge of indirect tax, VAT, Use Tax, or GST in a compliance setting 
• CPA licensed or within one exam section of completion (active license strongly preferred) 
• Advanced Excel proficiency, XLOOKUP, PivotTables, Power Query, SUMIF/SUMIFS; comfort manipulating large financial datasets 
• Exceptional attention to detail and organizational discipline; able to manage multiple high-stakes deadlines without dropping the ball 
• Impeccable ethics, integrity, and proven ability to handle confidential and market-sensitive information 

Preferred Skills 

• Prior experience in a financial services tax environment, proprietary trading firm, hedge fund, or investment partnership 
• Transfer pricing experience, including intercompany agreements and benchmarking documentation 
• Exposure to Pillar Two / OECD Global Minimum Tax framework and its interaction with U.S. GILTI rules 
• Experience with SALT filings and withholding requirements for investment partnerships 
• Familiarity with ASC 740 income tax accounting and quarterly tax provision work 
• Experience with tax research databases, Thomson Reuters Checkpoint, Bloomberg Tax, or CCH AnswerConnect 
• Working knowledge of AI tools applied to tax research, drafting, and workflow automation 
• BS/BA in Accounting or Finance 

Benefits and Perks  

• Fully paid Medical, Dental, Vision, Disability, and Life Insurance  
• Fully stocked kitchen; free breakfast and lunch every day on-site  
• Tuition Reimbursement Program  
• 401(k) with employer match  
• Paid Vacation, Sick, and Parental leaves  
• Commuter and Flexible Spending Programs  
• On-site 5 days a week for the first 3 to 6 months, then 4 days in the office and 1 day remote thereafter 
   

Base Salary Range  

$120,000-160,000 - Salaries are based on numerous factors such as skills, experience, and education. Our compensation package also includes a discretionary bonus and a comprehensive benefits program for full-time employees. For more information, reach out to your recruiter.