Tax Manager

Overview

• Lead tax compliance and reporting for diverse funds, portfolio companies, and general partners.
• Coordinate with external advisors for accurate and timely tax filings.
• Ensure compliance with federal, state, international, and local tax regulations.
• Manage tax audits and inquiries from regulatory authorities.
• Develop processes for tracking tax payments and deductions.
• Provide tax insights to internal teams for strategic decision-making.
• Oversee tax-related due diligence for acquisitions and dispositions.
• Maintain compliance for offshore entities and foreign LPs.
• Collaborate on special projects and process improvements.

Key Responsibilities & Duties

• Prepare and file federal, state, international, and local tax returns.
• Distribute annual federal and state K-1s to Fund LPs and internal GPs.
• Coordinate quarterly estimated tax payments with external service providers.
• Track payments and withholdings at the partner level.
• Ensure compliance with FATCA, CRS, and Cayman registrations.
• Analyze tax deductibility of operating expenses.
• Document tax treatment for portfolio company transactions.
• Develop relationships with finance, legal, and investment teams.
• Manage tax-related special projects and initiatives.

Job Requirements

• Bachelor's degree in Accounting, Finance, or related field; CPA preferred.
• 7-10 years of experience in partnership tax compliance and reporting.
• Knowledge of federal, state, local, and international tax regulations.
• Proficiency in tax software and Microsoft Office Suite.
• Strong analytical, organizational, and problem-solving skills.
• Ability to manage multiple projects and meet deadlines.
• Excellent communication and interpersonal skills.
• Experience with FATCA/CRS compliance and offshore entities.
• Capability to lead tax-related initiatives and build processes.