Tax Manager

Hybrid remote / in office (Mon-Thurs in office, Fridays are work from home)
Located near South End Charlotte

Tax Manager to oversee tax compliance and reporting for their Alternative RICs—hybrid investment vehicles that blend private market strategies with mutual fund structures. This high-impact role offers broad organizational visibility and is perfect for someone who thrives at the crossroads of tax strategy, compliance, and investment operations.

Key Responsibilities:
Lead RIC Tax Compliance: Ensure Subchapter M and RIC qualification for private mutual funds and alternative strategies.
Manage External Partners: Coordinate with Big 4 firms on tax provisions, deferred taxes, and disclosures.
Oversee Filings & Reconciliations: Handle federal, state, and excise filings; manage GAAP-to-tax reconciliations and book-tax differences.
Optimize Distributions: Conduct income/asset tests and excise tax planning to enhance shareholder outcomes.
Respond to Tax Inquiries: Lead responses to IRS and state audits in collaboration with advisors.
Advise Across Teams: Partner with Accounting, Operations, and Leadership on fund structuring and regulatory impacts.
Stay Current: Monitor tax law changes and drive updates to policies and structures.

Qualifications:
6–10 years of progressive tax experience, ideally in asset management, mutual funds, or alternatives
Deep knowledge of RIC taxation and Subchapter M compliance
Big 4 public accounting background strongly preferred
Bachelor’s in Accounting, Finance, or Tax; CPA or MST preferred
Strong grasp of U.S. investment company tax rules, GAAP, and tax allocations
Excellent communication skills with the ability to simplify complex tax topics
Detail-oriented with strong organizational and multitasking abilities