Tax Manager

Overview

• Lead tax management for private equity clients within a hybrid work model.
• Review and analyze federal, state, and foreign partnership tax returns.
• Provide expertise in hedge fund tax matters and compliance requirements.
• Collaborate with clients and internal teams to ensure tax accuracy.
• Supervise and mentor a team of tax professionals.
• Perform research on tax laws to determine proper treatment of issues.
• Ensure compliance with multi-state and foreign tax filings.
• Utilize GoSystems for tax preparation and review processes.

Key Responsibilities & Duties

• Review partnership tax returns and work papers for private equity clients.
• Analyze and reconcile cumulative book-to-tax income adjustments.
• Oversee state and foreign tax withholding payments.
• Supervise incentive fee reallocations and capital gain allocations.
• Perform tax research to ensure compliance with federal and state regulations.
• Respond to tax notices and inquiries from relevant authorities.
• Collaborate with clients to address tax-related concerns and requirements.
• Mentor and manage tax team members to enhance performance.

Job Requirements

• Bachelor’s degree in Accounting or Tax; Master’s degree or CPA preferred.
• 8+ years of partnership tax experience, primarily in hedge funds.
• 4+ years of supervisory experience in tax management.
• Proficiency in multi-state tax filings and compliance.
• Experience with GoSystems and K-1 suite software is advantageous.
• Strong managerial and organizational skills for team supervision.
• Excellent interpersonal and communication abilities.
• Solid knowledge of MS Excel for financial analysis tasks.