Tax Manager

Position Summary:

The Tax Manager will be responsible for overseeing all aspects of tax compliance, planning, and strategy for the firm and its investment entities. This role requires deep expertise in private equity tax structures, partnership taxation, and regulatory compliance. The ideal candidate will be a CPA with a strong background in private equity or asset management.

Key Responsibilities:

• Manage federal, state, and local tax compliance for the firm and its investment partnerships.
• Coordinate with external tax advisors and auditors to ensure timely and accurate filings.
• Oversee tax reporting for limited partners, including Schedule K-1s and investor communications.
• Develop and implement tax planning strategies to optimize after-tax returns.
• Monitor changes in tax legislation and assess their impact on the firm's operations and investments.
• Support deal teams with tax due diligence, structuring, and modeling for acquisitions and exits.
• Collaborate with legal, finance, and operations teams to ensure tax-efficient fund structures.
• Maintain and enhance internal controls and documentation related to tax processes.

Qualifications:

• CPA required; MST or JD/LLM in Taxation is a plus.
• Minimum 6-8 years of tax experience, with at least 3 years in private equity or asset management.
• Strong knowledge of partnership taxation, fund structures, and carried interest.
• Experience with complex investment vehicles, including blocker corporations and offshore entities.
• SALT (State and Local Tax) experience strongly preferred.
• Proficiency in tax software and financial systems (e.g., GoSystem, OneSource, Investran).
• Excellent analytical, organizational, and communication skills.
• Ability to thrive in a fast-paced, collaborative environment.