Product Manager - Tax

Posted: 2026-09-07

- Own the product: Drive requirements, prioritization, and delivery for the Tax Product roadmap, working directly with engineering through the full lifecycle from problem definition to production.

- Go deep on the technical detail: Translate hedge fund tax mechanics like partnership allocations, wash sales, tax lot classification, K-1 processing, and regulatory filings (FBAR, FATCA, FIN48) into precise specifications.

- Engage clients directly: Handle client and internal stakeholder questions on tax product with the accuracy and timeliness the role demands.

- Support the roadmap: Contribute to and eventually own the vision and roadmap for the Tax Product that is informed by market trends and the needs of Alternative Investment clients.

- Grow with the role: This role starts as an individual contributor. Candidates who demonstrate strong independent delivery and domain command will have a path to leading the Tax Product team, earned through performance.

- 8–12 years of experience in US Taxation, with hands-on domain expertise in US Tax Compliance and Planning for Hedge Funds.

- Working knowledge of wash sales, tax lot classification (including Section 1256 treatment), K-1 and investor allocation processing, and regulatory filings such as FBAR, FATCA, and FIN48.

- Direct, verifiable experience building or delivering technology solutions for tax operations like platform features, workflow automation, or systems you helped design and ship with an engineering team.

- Ability to work independently and produce accurate output that holds up on subsequent reviews.

- Strong communication skills, with a track record of meeting client and internal commitments on time.

- An outstanding academic background and genuine interest in working in a high-tech software development environment.

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