Tax Manager

Posted 18 Days Ago
Be an Early Applicant
New York, NY
Mid level
Fintech • Payments • Financial Services
Arch is a seed-stage fintech startup that digitizes and automates portfolio management for private investors.
The Role
The Tax Manager will streamline tax processes, ensure compliance, analyze tax data, develop strategies, and collaborate with clients and teams for tax-related initiatives.
Summary Generated by Built In

Our Company

Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunities for manual data entry errors, inconsistent reporting, and lost information. Enter Arch.

Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of fund manager portals. Our purpose is to save investors time while empowering them to make more informed investment decisions, leading to better financial outcomes. 

We are a fast growing, dynamic company serving hundreds of clients, and we are looking to hire in all departments as we scale.

The Role

As a Tax Manager within our Data Operations team, you’ll play a pivotal role in driving strategic tax initiatives to support our business growth. This role focuses on leveraging data and technology to streamline tax processes, provide valuable insights to clients, and ensure compliance. You will manage complex financial data, ensure tax compliance for our clients, prepare necessary documents, and provide clear communication to clients. This role requires expertise in accounting, proficiency in Excel, and the ability to coordinate effectively across different teams.

Your responsibilities will include:

  • Tax Operations & Data Management:

    • Collect, organize, and analyze tax-related data from various sources, including investment platforms, fund administrators, and client portals.

    • Oversee the collection of complex tax returns, including K-1s, K-3s, PFICs, 1042-2, 1095-B, 1098, 5498s, 1099s, and other relevant forms.

    • Run our 1099 program: Coordinating receipt of tens of thousands of 1099s across multiple institutions.

    • Conduct data quality checks in order to identify and resolve data quality issues to ensure accurate tax reporting.

  • Tax Strategy & Insights:

    • Develop and implement tax strategies to enhance client value and competitive advantage.

    • Research and analyze tax laws and regulations to identify areas for improvement and innovation.

    • Stay up-to-date on evolving tax laws and assess their impact on our clients and our company.

  • Process Improvement and Automation:

    • Act as a liaison between Operations, Sales, Product, and Support teams to ensure alignment on tax-related client requirements, product capabilities, and project deliverables.

    • Coordinate with different teams to ensure tax considerations are integrated into business operations.

    • Implement automation tools and technologies to improve efficiency and accuracy.

  • Client Collaboration and Advisory:

    • Collaborate closely with operations and sales teams to understand client needs and integrate tax considerations into product offerings.

    • Provide tax-related support to clients, including answering questions, resolving issues, and conducting training sessions.

    • Own proactive tax outreach to fund managers, coordinating follow up, and ensuring information is properly maintained and updated in our database.

Reach out to us if you have:

  • Experience working with High Net Worth Individuals (HNWIs) and/or Single Family Offices, or familiarity with tax considerations in the alternative investment industry.

  • Proficiency using Excel.

  • Have proven experience in fund accounting, preferably with a background in a Big 4 accounting firm or family office/multi-family office setting.

  • Proven experience in managing tax compliance, audits, and reporting for a complex organization.

  • Analytical and problem-solving abilities, strong attention to detail, and are proactive in resolving issues as they arise.

  • Strong communication skills and the ability to build and maintain relationships with key stakeholders, advocating for clients internally and providing exceptional support throughout the implementation process.

  • High effectiveness even when faced with ambiguity; comfort in making executive decisions and moving projects forward.

Bonus Points if you have: 

  • Experience working at a large accounting firm.

  • CPA certification with demonstrated expertise in tax implications within financial operations.

  • Are familiar with the alternative investment industry and the mechanics of investing in private equity, hedge funds, and private companies or have a background in private banking, investment management, or a related field.

A Note about us:

All of our roles are based full-time at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.

We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace.

Some perks of working for Arch include:

  • Strong Team – You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.

  • Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.

  • Product Market Fit – We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.  

  • Team community and camaraderie – We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.

  • Lunch is on Us – Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.

Top Skills

Automation Tools
Excel
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
New York, New York
100 Employees
On-site Workplace
Year Founded: 2018

What We Do

Arch solves many of the problems facing active alternative investors / LPs: collecting K-1s; logging into the various web portals; and tracking performance, cash flows, and metrics across their investments. We replace the spreadsheets, manual labor, and antiquated systems used by most investors, family offices, and investment advisors.

Similar Jobs

Hybrid
New York, NY, USA
289097 Employees

Datadog Logo Datadog

Tax Manager

Artificial Intelligence • Cloud • Software • Cybersecurity
Hybrid
New York, NY, USA
5000 Employees
120K-155K Annually

OpenTable Logo OpenTable

Tax Manager

Food • Mobile
New York, NY, USA
1891 Employees

Autodesk Logo Autodesk

US International Tax Manager

Big Data • Cloud • Digital Media • Machine Learning • Mobile • Software • Industrial
Remote
21 Locations
13285 Employees
102K-164K Annually

Similar Companies Hiring

Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account