Investment Tax Specialist

Overview

An organization is seeking an Investment Tax Specialist to join their Corporate Tax team. This role focuses on investment tax compliance, accounting, planning, and research, supporting critical tax and investment processes across the company.

Responsibilities

• Perform investment tax liability and provision calculations and reporting
• Manage federal income tax compliance for investments, including returns, K-1s, accounting methods, and planning for new investments
• Ensure effective tax controls and accurate, consistent investment tax analytics
• Streamline and optimize investment tax data and reporting processes
• Collaborate with Investment Accounting and cross-functional teams to deliver high-quality reporting
• Identify and communicate investment tax planning opportunities to leadership
• Conduct tax research and provide advice on domestic and international investment matters
• Coordinate with external advisors and review alternative investment structures for tax considerations

Requirements

• High school diploma required; BA/BS in a related field preferred
• 10–15 years of experience in investment tax, corporate tax, or a related area
• Proven experience with investment tax liability, provision calculations, and reporting
• Strong knowledge of federal income tax compliance for investments, including returns, K-1s, and accounting methods
• Ability to maintain effective tax controls and ensure accurate, consistent investment tax analytics
• Experience optimizing investment tax data and reporting processes
• Ability to partner effectively with Investment Accounting and cross-functional teams
• Skilled in identifying and communicating investment tax planning opportunities to leadership
• Experience conducting tax research on domestic and international investments and working with external advisors

Compensation & Benefits

• Salary range: $128,700 - $214,600 plus eligibility for the company annual bonus program
• Flexible full-time or hybrid telecommuting arrangements
• 401(k) plan with immediate vesting and company matching up to 6%
• Paid time off including vacation, sick time, flex days, and ten paid holidays
• Company matching for charitable giving

Location & Work Authorization

• This role requires candidates to be currently authorized to work in the United States at hire and to maintain authorization throughout employment
• Employer work visa sponsorship and support are not provided

Remote Work Requirements

• Minimum internet speed: 100 Mbps download and 20 Mbps upload
• Acceptable internet types: Fiber, Cable (e.g., Comcast, Spectrum), or DSL
• Not permissible: Satellite, cellular broadband, wireless technology, or wired dial-up

Additional Information

• Candidates will be required to participate in video interviews after the initial phone screen
• Identity verification procedures will be conducted to ensure secure and fair hiring practices
• Failure to comply with verification procedures may result in disqualification, withdrawal of job offer, or termination of employment