Sr. Manager, Investment Tax

About this Position

We are seeking an adaptable and innovative tax senior manager to join our Investment Tax team.   

You will join a team committed to operational excellence and a shared sense of purpose in serving the organization and our clients.  You will be challenged to manage risk and optimize processes by engaging with a variety of internal teams and external partners and vendors.

You will manage and review tax provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs.  You will also apply taxation of financial products knowledge to fund holdings.  We utilize an external tax service provider which will require your oversight.  We have significant engagement with front office personnel, and you will respond to their inquiries.  You will use your technology skills to identify and automate tax operational tasks.

Role Summary

Works with senior management to ensure compliance with tax regulations. Demonstrates extensive knowledge of tax best practices and a specialized understanding of the end-to-end tax processes and has a conceptual understanding of which tools and systems are used in resolving associated issues. Advises and guides less experienced professionals and may direct their work.

Responsibilities

• Ensures tax financial disclosure is in accordance with generally accepted accounting principles. In partnership with management, establishes the organization's tax strategy and is accountable for ensuring the implementation of that strategy while minimizing regulatory and audit risk.
• Performs the research, analysis, and interpretation of tax laws and cases to provide management with recommendations and opinions by applying tax concepts
• Works directly with inside and outside counsel to develop tax planning strategies and tax return filing positions. Uses strategic relationships to influence at all levels of the organization. Liaises with lines of businesses and vendors to ensure proper calculation and reporting of tax information.  Oversees tax service provider.
• Responsible for providing guidance to junior team members to improve their performance.

Qualifications

Required:

• Bachelor's degree AND
• 8+ years of total relevant work experience

Preferred:

• Expertise in regulated investment company and financial product taxation
• Experience with technology tools including advanced Excel functions, Power BI, and Alteryx
• Advanced degree such as Masters of Tax, JD or LLM
• CPA or licensed attorney

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$108,000.00 - $184,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$119,000.00 - $203,000.00 for the location of: Washington, D.C.
$135,000.00 - $230,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. 

This job posting is expected to be available until:

07/31/2025

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.