About the Tax Manager Role at This Thriving Investment Firm

Robert Half is proud to partner with a technology-driven asset management firm that's revolutionizing financial markets through AI and machine learning. This multibillion-dollar platform is seeking a skilled Tax Manager to join their fast-growing team. Based in San Francisco, CA, this fully remote position offers competitive pay starting at $130,000+, flexible start dates, and the chance to work directly with senior leadership on innovative tax solutions.

In this pivotal role, you'll oversee fund tax compliance and infrastructure while contributing to automation initiatives that leverage cutting-edge technology. If you have expertise in hedge fund taxation, ASC 740 assessments, and investor reporting, this opportunity allows you to shape scalable processes in a collaborative, high-growth environment. Perfect for tax professionals passionate about asset management and private equity tax matters.

Key Responsibilities

As Tax Manager, you'll handle complex tax compliance for investment funds and entities. This includes managing tax returns, K-1 preparation and distribution, and withholding requirements for foreign investors. You'll lead specialized hedge fund tax issues such as blockers, UBTI (Unrelated Business Taxable Income), ECI (Effectively Connected Income), PFIC (Passive Foreign Investment Company), and QEF (Qualified Electing Fund) elections.

Expect to partner closely with accounting and operations teams to optimize recurring processes. Monthly ASC 740 assessments and PTET (Pass-Through Entity Tax) withholding reviews will be core to your role, ensuring regulatory compliance and financial accuracy. You'll also field investor inquiries, coordinate with external advisors, and drive automation projects to build robust tax infrastructure for future growth.

Required Qualifications for Tax Manager Success

To excel in this remote Tax Manager position, candidates need 5+ years of experience in asset management or hedge fund taxation. Deep knowledge of partnership tax compliance, K-1s, and fund-specific matters like blockers, UBTI, ECI, PFIC/QEF is essential. Proficiency in ASC 740 accounting for income taxes and PTET withholding is required, along with strong analytical skills for monthly reviews.

A CPA license or equivalent is highly preferred. You should demonstrate proven ability to collaborate across teams, respond effectively to investor needs, and contribute to process automation. Experience in technology-driven finance environments, especially those using AI/ML, will set you apart. Excellent communication skills and the discipline to thrive remotely are non-negotiable.

Why Join This AI-Powered Asset Manager?

This isn't just a tax job—it's a career-defining opportunity at a multibillion-dollar innovator. Enjoy fully remote flexibility with no need for San Francisco office presence, plus a flexible start date to suit your timeline. Competitive compensation starts at $130,000+, complemented by comprehensive benefits including health coverage, PTO, and professional growth programs.

Work with senior leaders who value collaboration and innovation. Contribute to real scalability in fund operations while leveraging AI tools that redefine financial efficiency. Robert Half clients offer stability, cutting-edge tech, and upward mobility in the booming asset management sector. For fastest consideration, connect with Michelle Espejo via email or LinkedIn.

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