Tax Manager

Piper Companies is seeking a Tax Manager to join an established Investment Management company located in Wayne, PA. This position is HYBRID, and requires you to be onsite Tuesday, Wednesday, and Thursday. The Tax Manager will oversee tax operations for a suite of investment fund products, ensuring compliance, managing service providers, and driving process improvements, while collaborating with internal stakeholders and external partners.

Responsibilities of the Tax Manager:

• Oversee tax compliance and reporting, including ASC 740 analysis, tax provisions, and return filings.
• Manage relationships with outsourced tax service providers and foreign tax agents.
• Review fund distributions, financial statements, and regulatory documents for tax accuracy.
• Support new product launches with tax structure setup and policy updates.
• Identify and implement process improvements and technology enhancements in tax operations.

Qualifications of the Tax Manager:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5–8 years of tax experience, preferably with regulated investment companies.
• Strong knowledge of federal, state, local, and NRA tax regulations and reporting.
• Proficiency in Microsoft Excel and Word; experience with 1099 reporting preferred.
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills and ability to work independently or collaboratively.
• Experience managing external vendors or service providers.
• Adaptability to a fast-paced, hybrid work environment.

Compensation for the Tax Manager:

Salary: $130,000-$160,000

Comprehensive benefit package: Medical, Dental, Vision, 401k, PTO. Sick leave as required by law.

Key Words: Tax Manager, Fund Tax Specialist, Investment Tax Analyst, Microsoft Excel, Microsoft Word, Tax preparation software, ASC 740 tools, ICI reporting systems

This job opens for applications on 6/13//25. Applications for this job will be accepted for at least 30 days from the posting date.

#LI-GM1 #LI-HYBRID