VP of Tax Management

Tidal Financial Group

. Lead the tax team’s daily workflow, assign and review work, coach team members, and help build capacity as the ETF platform grows .

Posted 10/10/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in overseeing tax compliance and preparation for investment companies, including RIC tax returns and excise tax. Proven ability to lead teams, manage projects, and improve tax processes in a dynamic fund administration environment.

Highest-signal resume keywords

RIC Tax ReturnsExcise Tax ComplianceSubchapter M ComplianceTax Process ImprovementProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Federal Income Tax ReturnsExcise Tax ReturnsTax Provisions ReviewTax Character AdjustmentsROCSOP AnalysesFinancial Statement Tax DisclosuresTax Reallocation DataDividend Distribution EstimatesCapital Gain Distribution EstimatesIn-Kind Creations and Redemptions

Soft Skills

CoachingCommunicationOrganizationJudgmentTeam Leadership

Certifications & Qualifications

CPAMaster’s Degree in Taxation

Industry Keywords

Investment CompanyFund Tax ExperienceTax ComplianceFund AdministrationClient Tax Questions

About the role

Key responsibilities & impact

Lead the tax team’s daily workflow, assign and review work, coach team members, and help build capacity as the ETF platform grows
Oversee preparation and review of federal income tax returns (Form 1120-RIC), excise tax returns (Form 8613), extensions, and supporting workpapers
Coordinate filing deadlines and resolve review comments
Review fiscal year-end tax provisions, book-to-tax differences, tax character adjustments, ROCSOP analyses, and financial statement tax disclosures
Coordinate with fund auditors
Oversee excise calculations, dividend and capital gain distribution estimates, and tax reallocation data used for shareholder reporting
Guide quarterly Subchapter M diversification and gross-income testing
Work with Fund Administration, portfolio teams, and other stakeholders to address potential compliance issues
Serve as a senior contact for client tax questions and participate in prospective client discussions when needed
Improve review controls, procedures, technology, and training so tax services remain accurate and scalable

Requirements

What you’ll need

Bachelor’s degree in accounting, finance, or a related field, or equivalent relevant experience
At least seven years of investment company or fund tax experience
Substantial hands-on experience with RIC tax returns, excise tax, distributions, and Subchapter M compliance
Experience reviewing complex tax work and guiding or supervising tax professionals
Ability to research technical issues, exercise sound judgment, and communicate conclusions to clients, auditors, and cross-functional teams
Strong organization and project management skills, with the ability to manage competing deadlines across multiple funds
Preferred: Direct experience with ETF tax operations, including in-kind creations and redemptions and the tax treatment of complex investments
Preferred: CPA or master’s degree in taxation
Preferred: Experience improving tax processes, controls, and systems in a growing fund administration environment