Tax Manager

The Tax Manager will lead tax compliance, reporting, and planning activities for private equity funds and related entities. This role is responsible for managing complex fund structures, overseeing filings, and serving as a key tax resource to internal stakeholders, investment teams, and external advisors.

• Manage and review federal, state, and local tax filings for private equity funds, management companies, and portfolio investments.
• Oversee partnership allocations, K-1s, investor reporting, and complex waterfall calculations.
• Lead tax provision and reporting processes, including review of deferred tax positions and uncertain tax positions.
• Advise on tax structuring for acquisitions, dispositions, fund formations, and restructurings.
• Serve as primary liaison with external tax advisors, fund administrators, and auditors.
• Monitor and interpret tax law changes impacting private equity funds and portfolio companies, providing proactive guidance.
• Respond to investor, regulatory, and audit inquiries.
  
  Develop and maintain tax policies, documentation, and internal controls.
• Mentor and review work of Senior Associates and Associates; assist with workload planning and development.

• Bachelor’s degree in Accounting, Tax, or related field (Master’s in Tax preferred).
• CPA required or strongly preferred.
• 6–10 years of tax experience, with significant private equity or alternative investment exposure.
• Deep knowledge of partnership taxation and complex fund structures.
• Experience managing multi-state and international tax considerations.
• Advanced Excel skills; experience with tax software and fund accounting systems preferred.