Tax Manager

Overview

• Manage and review tax compliance for management company, GP, and investment partnerships.
• Prepare quarterly tax projections and review book-to-tax adjustments.
• Ensure timely completion of foreign subsidiary tax filings and transfer pricing studies.
• Calculate estimated taxable income and summarize partner compensation annually.
• Track book-to-tax differences for management company and GP entities.
• Manage internal and external tax deliverables and prioritize tax compliance projects.
• Research US and foreign tax compliance issues using online tax research software.
• Collaborate with accounting to streamline information flows and customize automated reports.

Key Responsibilities & Duties

• Prepare and review quarterly tax projections for co-investment vehicles.
• Handle tax allocations, state apportionment, withholding, and PTE tax computations.
• Ensure accurate and timely filing of US and foreign income tax returns.
• Coordinate with external tax administrators and accounting firms for K1s and tax returns.
• Research tax compliance issues and provide solutions using tax research software.
• Liaise with family office and principal personnel for GP-related tax inquiries.
• Work closely with accounting to enhance tax efficiency through automated reports.
• Drive tax compliance processes to achieve timely and accurate results.

Job Requirements

• Bachelor’s degree required; CPA preferred.
• Minimum 10 years of tax experience in public accounting or financial services sector.
• Proficient in Excel and comfortable with systems and technology.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent interpersonal and communication skills for clear idea illustration.
• Ability to manage projects and perform tax research effectively.
• Thrives under pressure and delivers results in a timely manner.
• Experience with GP and management company-related entities is essential.