Manager, Tax & FP&A – Leading Asset Manager

A leading global alternative investment firm is seeking a Manager, Tax & FP&A to 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 approximately 60% FP&A and 40% 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