The Voleon Group · 4 days ago
Tax Manager, Fund Compliance
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $150K/yr
4+ years expThe Voleon Group is a technology company focused on applying AI and machine learning to finance. As a Tax Manager for Fund Compliance, you will manage tax compliance and fund accounting while collaborating with various teams to support growth projects and enhance infrastructure.
Financial ServicesVenture Capital
Responsibilities
Ownership of assigned funds and legal entities, ensuring full-cycle U.S. tax compliance from data collection to final return filing, including annual withholding tax calculation and payment for U.S. sourced income paid to foreign investors and investor Schedule K-1 reporting, in coordination with internal teams and external advisors
Review federal and state tax returns and investor K-1s for multiple funds; provide oversight and quality assurance across all filings
Respond to investor tax inquiries, drafting clear, well-written email responses
Demonstrate strong communication skills, corresponding directly with banks, investors, Big 4 tax advisors, legal counsel, and colleagues across functions
Manage ad-hoc tax-related requests from a wide range of stakeholders with accuracy and timeliness
Knowledge of hedge fund–related tax matters, including structuring for foreign corporate blockers, analysis and mitigation of UBTI for tax-exempt investors, assessment of ECI exposure, and PFIC/QEF reporting
Partner with fund accounting and fund operations teams on recurring accounting processes
Conduct monthly ASC 740 assessments to determine applicability and ensure proper accounting for income taxes
Review PTET tax withholding calculations for distributions within a tight deadline
Qualification
Required
4-6 years of experience in roles in or closely related to hedge fund tax compliance and reporting at hedge funds, tax service provider, or fund administrator
Demonstrated expertise in partnership taxation (Subchapter K) for hedge fund and its related filings
Deep understanding of IRC provisions applicable to hedge funds
Clear ability to explain tax issues to both technical and non-technical stakeholders, including investors
Solid experience preparing and reviewing the above forms in practice, including handling PFICs, CFCs, and international reporting
Proactive in identifying tax planning opportunities while ensuring compliance
Experience with both onshore (U.S.) and offshore (Cayman) fund structures
Advanced abilities in Microsoft Excel
Bachelor's degree in economics, Finance, Accounting, Tax, or a related field
Authorization to work in the United States
Preferred
Prior Big 4 or top-tier accounting/tax advisory firm experience in asset management tax
Benefits
Medical, dental and vision coverage
Life and AD&D insurance
20 days of paid time off
9 sick days
401(k) plan with a company match
Company
The Voleon Group
The Voleon Group is a family of companies committed to the development & deployment of cutting-edge technologies in investment management.
201-500 employees
H1B Sponsorship
The Voleon Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (3)
2022 (4)
2021 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Jon McAuliffe
Chief Investment Officer and Co-founder
Prem Gopalan
Chief Technology Officer
Company data provided by crunchbase