Tax Manager

Overview

Join a dynamic finance team as a Tax Manager, where you will play a pivotal role in overseeing all aspects of tax compliance and reporting for a diverse portfolio of funds and entities. This position offers a unique opportunity for professional growth and development in a collaborative and innovative environment. You will work closely with tax service providers and contribute to the firm’s strategic financial objectives, all while embracing flexibility and a culture that values detail-oriented and motivated individuals.

Responsibilities

• Oversee comprehensive domestic and international tax compliance for the firm’s funds, including K-1 collection, FATCA reporting, and timely issuance of investor K-1s and other tax forms.
• Collaborate with tax service providers to prepare accurate tax estimates and ensure compliance with all relevant tax regulations.
• Act as the primary liaison for tax service providers, facilitating effective communication and collaboration.
• Collect and review tax withholding documentation for non-US investors, ensuring compliance with tax withholding on distributions.
• Prepare financial statements and tax allocation schedules for holding companies, maintaining accuracy and timeliness.
• Ensure timely state and local tax payments, and manage non-US tax reporting in partnership with service providers.
• Support the finance team with additional duties as required, contributing to overall operational efficiency.

Qualifications

• Must-Have:
• CPA certification with 6-8 years of experience in partnership tax compliance.
• Proven experience in developing and maintaining tax allocation waterfalls.
• Familiarity with non-US funds, foreign investments, and foreign investor regulations.
• High proficiency in Excel and strong analytical problem-solving skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong communication and interpersonal skills, with a commitment to maintaining confidentiality.
• Nice-to-Have:
• Experience with investments in pass-through entities.
• Adaptability to new technologies and automation efficiencies.
• Detail-oriented approach with a strong focus on accuracy.