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JW Michaels & Co. · 3 hours ago

Tax & Accounting Manager (Investment Management)

Seattle, WA

Full-time

Hybrid

Mid, Senior Level

JW Michaels & Co. is a premier investment firm managing a partnership fund, and they are seeking a Tax & Accounting Manager. This role involves overseeing tax compliance, managing relationships with external advisors, and ensuring accurate fund accounting for portfolios with international exposure.

ConsultingHuman ResourcesInformation TechnologyStaffing Agency

Hiring Manager

Elisa Dammacco

Responsibilities

Manage the relationship with external tax advisors (Big Four). Review and validate tax returns (1065) and K-1s. You must be able to independently rebuild calculations to "sanity-check" external work

Handle tax nuances related to public security investments overseas (foreign withholding, tax credits, PFICs)

Review monthly NAV packages, performance returns, and investor statements prepared by fund administrators

Lead the year-end audit process and manage daily financial operations, including cash reconciliation, expense allocations, and AP

Serve as the technical resource for tax inquiries regarding the impact of fund activity on HNWI/Family Office and institutional investors

Qualification

Tax OversightFund AccountingInternational TaxationAudit ManagementTechnical Advisory

Required

Experience managing relationships with external tax advisors, specifically Big Four firms

Ability to review and validate tax returns (1065) and K-1s

Proficiency in independently rebuilding calculations to validate external work

Knowledge of tax nuances related to public security investments overseas, including foreign withholding, tax credits, and PFICs

Experience in reviewing monthly NAV packages, performance returns, and investor statements prepared by fund administrators

Experience leading year-end audit processes and managing daily financial operations, including cash reconciliation, expense allocations, and accounts payable

Ability to serve as a technical resource for tax inquiries regarding the impact of fund activity on high-net-worth individuals, family offices, and institutional investors