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Tax Manager

Legal & General Investment Management America
Chicago, Illinois - hybrid schedule, 3 days per week in office
Commensurate with experience
Closing date
Oct 26, 2023

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Job Function
Industry Sector
Asset Management
Employment Type
Full Time

Job Details


This is a newly created role due to growth. The Tax Manager will be responsible for overseeing the US tax compliance for the LGIM America business and L&G Group US investments. As Tax Manager you will assist the Tax team and Finance Department in overseeing all aspects of tax reporting and work closely with our 3rd party tax provider.

Role is based in Chicago, Illinois. 


  • Support the internal tax function of LGIM America so that the tax requirements of the business are met.
  • Day to day management of 3rd party tax provider and compliance processes for LGIM America corporate and US funds (Federal, state and city level taxes).
  • Review of all US tax returns for LGIM America (corporate/funds) and US tax returns for L&G Group. 
  • Liaise with LGIMA’s product development, legal and operations teams in addition to the L&G Group tax team in the UK.
  • Monitor US tax developments which are likely to impact LGIM America corporate and US funds.


  • BS/MS in Accounting or relevant; CPA preferred
  • 4+ years of experience either in an in-house tax function or in a big 4 practice
  • Asset management experience preferred
  • Advanced Excel skills; proficiency in Microsoft Word, PowerPoint, and Outlook
  • Strong organizational, analytical, and interpersonal skills
  • Problem solving skills and initiative
  • Strong attention to detail and an investigative nature
  • Team player who can successfully work with colleagues across different levels in the organization and in multiple jurisdictions

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees
and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry,
national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any
other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2020)


Legal & General Investment Management America, Inc. (LGIMA) was founded in 2006 and specializes in fixed income, liability driven investment (LDI) solutions and index capabilities for the US institutional market.* We offer a range of strategies to help our clients manage their investment objectives including investment grade fixed income, which can range from market-based alpha-oriented strategies to those that are designed to be more liability-centric, derivative overlays, and indexed solutions.

Our solutions-focused culture is geared toward customization for our clients. As a firm, LGIMA has professional resources dedicated to insuring that our credit portfolios are structured in a risk-conscious manner, but can still have the ability to produce excess returns over an appropriate, sometimes custom, benchmark. Our index fund management offering extends well beyond the standard market cap weighted indices. We have the capability to manage index funds against various equity indices. 

As of December 31, 2019, LGIMA managed over $219 billion in assets. Our clients include pension plans, foundations & endowments, unions, and public funds.

Company info
71 S. Wacker Drive
Suite 800

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