Tax Manager

Tax Manager Overview

• The Tax Manager role involves managing tax compliance and planning for investment fund structures and joint venture arrangements.
• Support tax functions for a growing alternative asset manager focused on energy investments.
• Collaborate with external tax advisors to ensure accurate and timely tax reporting.
• Oversee partnership allocations and investor tax reporting, including Schedule K-1s.
• Assist in tax planning initiatives across fund and management company entities.
• Work within a hybrid environment, combining remote and on-site collaboration.
• Leverage your expertise in partnership taxation and multi-entity investment vehicles.
• Contribute to the success of a dynamic and experienced team of professionals.

Tax Manager Key Responsibilities & Duties

• Manage joint ventures in oil and gas, supporting portfolio company activities and transaction processes.
• Review partnership returns, K-1 packages, corporate returns, and earnings and profits calculations.
• Coordinate outsourced tax compliance functions to ensure accuracy and timeliness.
• Prepare forecasts of taxable income and tax holdbacks on distributions.
• Compile and maintain fund statistical analyses and develop tax dashboards.
• Respond to investor tax-related queries and due diligence questionnaires.
• Support quarterly estimate, extension, and return payments processes.
• Perform ad hoc analyses and contribute to internal reporting initiatives.

Tax Manager Job Requirements

• Bachelor of Science (BS) degree in Accounting, Finance, or related field.
• Minimum of 5 years of experience in partnership taxation and investment fund structures.
• Preferred 8 years of experience, with exposure to energy-focused investments.
• Exceptional analytical skills and ability to navigate multi-entity investment vehicles.
• Experience working within asset management, private equity, or investment platforms.
• Proficiency in managing tax compliance and planning initiatives.
• Strong understanding of partnership tax concepts and joint venture arrangements.
• Comfortable working in a hybrid environment combining remote and on-site collaboration.