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Tax Manager
Tax ManagerInvictus Capital Partners / Verus Mortgage Capital • Washington, DC, US
Tax Manager

Tax Manager

Invictus Capital Partners / Verus Mortgage Capital • Washington, DC, US
30+ days ago
Job type
  • Full-time
  • Permanent
  • Quick Apply
Job description

Description

We are seeking an experienced tax professional to join our team on a permanent basis. This individual will oversee tax compliance and reporting across our investment vehicles and legal entities, while also contributing to tax planning and strategy. The role requires strong technical expertise, attention to detail, and the ability to collaborate effectively across teams in a dynamic investment environment.

Key Responsibilities

Tax Strategy & Planning

  • Support the development and execution of tax strategies for new and existing investment vehicles.
  • Monitor activity and P&L across investment vehicles to identify and plan for taxable events.
  • Assist in optimizing tax efficiency across fund structures, portfolio transactions, and investor-level considerations.
  • Provide input on structuring for acquisitions, dispositions, refinancings, and securitizations.
  • Research and analyze tax implications of sales, asset / partner transfers, and other complex transactions.

Fund & Entity Oversight

  • Oversee tax treatment, elections, and compliance processes across legal entities (LPs, LLCs, Blockers, etc.).
  • Partner with Fund Accounting on tax allocations, capital accounts, and waterfall calculations.
  • Liaise with external advisors on fund formation, tax memos, and operational structuring support.
  • Manage corporate blocker entities related to REO assets and ensure compliance with relevant processes.
  • Compliance & Reporting

  • Manage the coordination of annual tax return filings and K-1 delivery with external tax providers.
  • Ensure compliance with federal, state, and local tax requirements across all jurisdictions.
  • Respond to IRS and state audit inquiries and manage tax-related notices.
  • Prepare and file blank returns as required.
  • Perform REIT testing as applicable.
  • Oversee quarterly and annual estimated tax calculations and payments for entities and firm partners.
  • Reconcile tax basis balance sheets in coordination with external providers.
  • Maintain state tax accounts and ID registrations across entities.
  • Cross-Functional Collaboration

  • Partner with Legal and Compliance to support tax risk management, policies, and regulatory responses.
  • Coordinate with Operations and Legal on securitization and warehouse line tax matters.
  • Provide transaction support to deal teams, including tax diligence and structuring insights.
  • Skills, Knowledge and Expertise

  • CPA or JD required; LLM in Taxation preferred.
  • 6–8 years of progressive tax experience, ideally including fund-level exposure.
  • Prior experience at a Big 4 firm or top-tier law firm strongly preferred.
  • Strong expertise in partnership taxation; exposure to MBS / securitizations a plus.
  • Experience in private equity or alternative asset management environments.
  • Excellent communication and project management skills with the ability to collaborate across functions
  • Key Competencies

  • Tax Strategy & Planning : Ability to develop and implement tax-efficient structures and provide guidance on complex transactions.
  • Technical Tax Expertise : Strong knowledge of partnership taxation, compliance, and fund-level tax matters.
  • Analytical & Problem-Solving : Skilled at identifying taxable events, assessing risks, and optimizing outcomes.
  • Compliance & Risk Management : Ensures accurate, timely filings and proactive handling of audits, notices, and REIT testing.
  • Communication & Collaboration : Effectively partners with Fund Accounting, Legal, Compliance, and external advisors.
  • Leadership & Project Management : Oversees cross-functional initiatives and manages multiple tax processes with precision.
  • How This Role Demonstrates Our Values

    Integrity : Ensures compliance with federal, state, and local tax requirements, while maintaining transparency and accuracy in reporting.

    Collaboration : Works closely with internal teams and external advisors to align on tax strategy, compliance, and structuring.

    Excellence : Delivers high-quality, timely tax filings and insightful planning strategies that support organizational goals.

    Critical Curiosity : Proactively researches tax implications, explores structuring opportunities, and anticipates regulatory changes to optimize outcomes.

    Benefits

  • Invictus medical, dental and vision is covered at 100% for all tiers.
  • We offer FSA’s for healthcare, dependent care, transit and commuter costs.
  • Safe harbor 401(k) match of 4%; employees need 3-months of service to be eligible to participate. No vesting after that.
  • $80 per month cell phone reimbursement.
  • 20 Days of PTO accrued at the beginning of the year, plus 10 company holidays and sick time.
  • Tuition Reimbursement
  • Invictus Capital Partners, LP (“Invictus”), a leading investment firm, and its subsidiary Verus Residential Loanco, LLC (“Verus,” and together with Invictus, the “Companies”), manage and oversee investments in Non-Agency single family residential mortgage loans.  Invictus is located in Washington, D.C. and has approximately 50 employees, and Verus is located in Minneapolis and has approximately 200 employees.  The Companies have overseen the acquisition of over $38 billion of mortgage loans since their inception.  In addition, Invictus manages over $19 billion in gross assets and has completed over 70 rated securitizations.  Interested candidates can learn more about the Companies by visiting www.invictuscp.com and www.verusmc.com.

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