Tax Manager – Asset & Wealth Management jobs in United States
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Ne Capital Group · 4 days ago

Tax Manager – Asset & Wealth Management

NE Capital is a global financial services firm with a strong presence in the United States and Latin America. They are seeking a Tax Manager – Asset & Wealth Management to oversee tax accounting, reporting, and compliance related to the firm’s asset management and alternative investment structures in the Americas.

Financial Services

Responsibilities

Oversee monthly, quarterly, and annual tax deliverables for alternative investment products and managed structures
Manage federal, state, and international tax compliance, including coordination with external tax advisors and fund administrators
Support tax structuring and reporting for private equity, alternative investments, and cross-border vehicles
Review and support tax-related investor reporting, including K-1s and other investor communications
Partner with internal finance, legal, and investment teams to ensure alignment across accounting, legal structure, and tax treatment
Assist in developing and enhancing internal tax processes, controls, and documentation

Qualification

Tax accountingTax complianceInvestor tax reportingAlternative investment structuresU.S. investment regulationsCommunicationDetail-orientedOrganizational skillsCollaborative work

Required

Bachelor's Degree in Accounting, Finance, Tax, or related field
Minimum 5+ years of relevant experience in tax accounting, reporting, and compliance
Experience in asset management
Experience in private equity / alternative investments
Experience in global accounting or advisory firms
Tax aspects of cash distributions and financial statements
Tax provisions and deferred tax calculations
Investor tax reporting and advisory support
Familiarity with alternative investment structures and fund vehicles
Experience with U.S. investment regulations (e.g., Investment Company Act of 1940)
Highly organized and detail-oriented
Strong ability to manage multiple deliverables in a fast-paced environment
Excellent communication skills with internal and external stakeholders
Comfortable working both independently and collaboratively
Must be authorized to work in the United States

Preferred

Master's degree or CPA

Benefits

Health, Dental, and Vision Insurance
Life and Disability Insurance
Paid time off and holidays
Professional development support and reimbursement for certifications and memberships
Long-term career growth within a global financial services platform

Company

Ne Capital Group

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NE Capital | Turning Vision into Value Founded in 2020 by entrepreneur Luana Paes Mendonça, NE Capital is the forward-looking investment arm of the renowned JCPM Group.

Funding

Current Stage
Growth Stage
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