Finance Manager, Tax - Northbound Search

Tax:

• Manage the entire tax compliance lifecycle for the Funds, GPs, and Management Company.
• Review all tax documents prepared by tax advisors, including tax returns, K-1s,and foreign filings.
• Review the calculation for estimated taxes and facilitate payments.
• Conduct tax code research and collaborate with tax advisors on strategic tax planning for the Funds, GPs, and Management Company.
• Serve as the primary contact for managing tax advisors; perform independent research to validate the tax positions and advice provided.
• Respond to tax-related requests and inquiries from investors.
• Lead ad-hoc tax research projects to inform key decision-making.

Finance:

• Perform detailed review of the financial reports prepared by the fund administrator; produce quarterly NAV reports.
• Support the preparation and review of annual financial statements, working directly with auditors.
• Monitor and track fund performance and investments, including regular valuation updates.
• Participate in fund and firm operations, including accounts payable management, capital calls, and distributions.
• Address finance related inquiries from investors.
• Assist in ad-hoc analysis and strategic projects.