Tax Manager

Verition Fund Management
New York
Workplace: OnsiteFull timeUSD 150,000 - 200,000Function: Finance & AccountingExperience: 6-10 yearsEducation: bachelorsSkills: ["Analytical skills","Organizational skills","Project management","Attention to detail","Discretion and professionalism"]

Oversee and review tax compliance and planning for the firm’s principals, trusts, estates, and related investment entities. Coordinate with external accounting firms and estate-planning advisors while serving as the day-to-day steward of individual tax calendars. Manage filings across federal, state, and local jurisdictions, support wealth-transfer initiatives, and develop internal tax controls and processes. Monitor tax law developments and assist with entity structuring for investments and private transactions.

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Verition Fund Management
Verition Fund Management
1 month ago

Tax Manager

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Last checked: 5 hours agoStatus: Live

Job Summary

Oversee and review tax compliance and planning for the firm’s principals, trusts, estates, and related investment entities. Coordinate with external accounting firms and estate-planning advisors while serving as the day-to-day steward of individual tax calendars. Manage filings across federal, state, and local jurisdictions, support wealth-transfer initiatives, and develop internal tax controls and processes. Monitor tax law developments and assist with entity structuring for investments and private transactions.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Manager level

Key Responsibilities

  • •Coordinate and manage tax compliance for high-net-worth individuals, trusts, estates, partnerships, and related entities.
  • •Assist with estate, gift, and trust planning strategies and ongoing administration.
  • •Review federal, state, and local tax returns prepared by outside accounting firms for accuracy and completeness.
  • •Coordinate annual tax projections, estimated tax payments, and cash planning; maintain tax calendars and filing deadlines across entities and jurisdictions.
  • •Serve as primary liaison between the firm and external tax advisors/estate-planning attorneys; support wealth transfer initiatives, including gift tax reporting and residency planning.

Pay and Benefits

Salary: USD 150,000 - 200,000

Key Requirements

  • •Bachelor’s degree in Accounting or Taxation; Master’s in Taxation preferred.
  • •CPA license strongly preferred.
  • •6–10 years of relevant experience in Private Client Services, High Net Worth Tax, Family Office, or comparable practice.
  • •Strong technical knowledge of individual tax, estate/gift/GST, trust & fiduciary tax, investment partnership and S-corp tax, and multi-state tax/PTET.
  • •Strong technology skills (advanced Excel) and comfort using AI to improve tax workflows, plus analytical and project management skills.
Experience:6-10 yearsHigh net worth taxFamily officePrivate client servicesHedge fundsAsset management
Education:Bachelor's in Accounting or Taxation
Skills:Analytical skillsOrganizational skillsProject managementAttention to detailDiscretion and professionalism
Certifications:CPA
Languages:English
Tech Stack:ExcelAI

Company Brief

Verition Fund Management
Verition Fund Management is a New York–based alternative investment manager and hedge fund offering multi-strategy and quantitative investment solutions across equities, fixed income, and derivatives for institutional and high-net-worth clients.
Industry: Hedge Funds
Company Size: Medium (51 to 250 employees)
Growth: Established Company
Funding: Bootstrapped
Headquarters: New York, United States
Founded: 2008
WebsiteLinkedIn