Tax Manager

Our client in the investment companies industry is looking for a Tax Manager to join their team in Orange County.


Job Description:

  • Assist in overseeing the estimated and final K-1 preparation and distribution process
  • Assist in overseeing the preparation of all federal, state, and local tax return workpapers
  • Oversee tax compliance filings
  • Oversee outside tax advisors and service providers
  • Help research tax accounting positions
  • Assist with the implementation of tax planning and structure
  • Assist with withholding tax reporting and capital gains tax analysis
  • Assist with FATCA and CRS compliance
  • Assist with investor requests related to taxes



  • Experience in the real estate or tax industry a plus
  • Credit / hedge fund experience a plus
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Detail, deadline and goal-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree and a minimum of 2 years’ relevant experience
Jasmine AlasTax Manager