Manager, Tax & FP&A - Leading Asset Manager

A leading global alternative investment firm is seeking a Manager, Tax & FP&A to join its high-performing finance organization. This is a unique cross-functional role sitting directly on the FP&A team, with meaningful exposure to tax forecasting, financial planning, business performance analysis, and senior leadership reporting. This is an especially attractive opportunity for someone coming from a tax background who wants to broaden into FP&A, forecasting, modeling, and business-facing finance.

The role blends approximately 60% FP&A and 40% tax forecasting/tax strategy , making it a strong bridge for someone who enjoys tax complexity but wants more visibility into operating performance, budgeting, planning, and decision support. Company Overview & Benefits The firm offers a highly competitive compensation and benefits package, including: 401(k) match Comprehensive medical, dental, and vision benefits Paid time off, holidays, wellness programs, EAP, and other employee benefits Strong professional growth opportunities within a sophisticated finance organization Collaborative, high-performing culture with exposure to senior leadership and cross-functional business partners Responsibilities FP&A ownership: Support the delivery and ongoing enhancement of monthly reporting, financial analysis, and management reporting packages Budgeting and forecasting: Develop and maintain financial models to support budgeting, forecasting, long-term planning, and business decision-making Business performance analysis: Analyze financial results, budget vs.

actuals, key business drivers, operating trends, and performance variances Private debt support: Partner with finance leadership to support planning and analysis for a growing private debt business Quarterly close support: Assist with quarterly close processes, including accruals, allocations, and related analytical support Tax forecasting: Maintain and enhance quarterly tax forecasting and tax estimation processes Partner allocation reporting: Develop reporting to track partner allocations over time and ensure alignment between taxable income and cash distributions Cross-functional coordination: Work closely with FP&A, tax, accounting, senior finance leaders, internal stakeholders, and external advisors Process improvement: Identify opportunities to automate, streamline, and improve reporting, forecasting, and analytical processes Systems optimization: Support implementation and optimization of financial systems, reporting tools, and data workflows Leadership-facing deliverables: Prepare clear, concise analysis and reporting for finance leadership and senior stakeholders Qualifications Experience in tax, FP&A, financial analysis, corporate finance, or a related finance function Strong tax background, ideally including corporate and/or partnership tax concepts Experience in private equity, private credit, asset management, investment management, or broader financial services preferred CPA, CFA, MST, MBA, or other advanced credential preferred Advanced Excel skills required Financial modeling experience strongly preferred Systems exposure a plus, including NetSuite, Investran, Anaplan, Concur, SQL, Snowflake, or similar tools Origin Staffing is a specialized recruiting firm delivering high-impact direct-hire solutions across Accounting, Finance, Audit, Tax, Advisory, and Business Transformation.

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