Manager, Tax & FP&A Leading Asset Manager

A leading global alternative investment firm is seeking aManager Tax & FP&Ato join its high-performing finance organization. This is a unique cross-functional role sitting directly on the FP&A team with meaningful exposure to tax forecasting financial planning business performance analysis and senior leadership reporting.

This is an especially attractive opportunity for someone coming from a tax background who wants to broaden into FP&A forecasting modeling and business-facing finance. The role blends approximately60% FP&Aand40% tax forecasting/tax strategy making it a strong bridge for someone who enjoys tax complexity but wants more visibility into operating performance budgeting planning and decision support.

Company Overview & Benefits

The firm offers a highly competitive compensation and benefits package including:

• 401(k) match
• Comprehensive medical dental and vision benefits
• Paid time off holidays wellness programs EAP and other employee benefits
• Strong professional growth opportunities within a sophisticated finance organization
• Collaborative high-performing culture with exposure to senior leadership and cross-functional business partners

Responsibilities

• FP&A ownership:Support the delivery and ongoing enhancement of monthly reporting financial analysis and management reporting packages
• Budgeting and forecasting:Develop and maintain financial models to support budgeting forecasting long-term planning and business decision-making
• Business performance analysis:Analyze financial results budget vs. actuals key business drivers operating trends and performance variances
• Private debt support:Partner with finance leadership to support planning and analysis for a growing private debt business
• Quarterly close support:Assist with quarterly close processes including accruals allocations and related analytical support
• Tax forecasting:Maintain and enhance quarterly tax forecasting and tax estimation processes
• Partner allocation reporting:Develop reporting to track partner allocations over time and ensure alignment between taxable income and cash distributions
• Cross-functional coordination:Work closely with FP&A tax accounting senior finance leaders internal stakeholders and external advisors
• Process improvement:Identify opportunities to automate streamline and improve reporting forecasting and analytical processes
• Systems optimization:Support implementation and optimization of financial systems reporting tools and data workflows
• Leadership-facing deliverables:Prepare clear concise analysis and reporting for finance leadership and senior stakeholders

Qualifications

• Experience in tax FP&A financial analysis corporate finance or a related finance function
• Strong tax background ideally including corporate and/or partnership tax concepts
• Experience in private equity private credit asset management investment management or broader financial services preferred
• CPA CFA MST MBA or other advanced credential preferred
• Advanced Excel skills required
• Financial modeling experience strongly preferred
• Systems exposure a plus including NetSuite Investran Anaplan Concur SQL Snowflake or similar tools