Federal Tax Manager

A leading private equity firm is seeking an experienced Federal Tax Manager to oversee U.S. federal income tax compliance and planning for its fund structures, management company, and investment vehicles. This role requires deep technical expertise in partnership taxation, hands‑on management of external tax providers, and the ability to evaluate complex transaction structures in a fast‑paced investment environment.

• Manage U.S. federal income tax compliance for private equity funds, including domestic and offshore partnerships, blockers, and related entities
• Review and analyze federal partnership tax returns (Forms 1065), investor K‑1s, and supporting work papers prepared by external accounting firms
• Evaluate and advise on federal tax implications of fund structures, investment transactions, restructurings, and exits
• Interpret partnership agreements, subscription documents, side letters, and transaction documents for federal tax consequences
• Provide technical guidance on allocations under IRC §704(b), capital account maintenance, carried interest, and waterfall structures
• Analyze the impact of federal tax law changes (e.g., partnership audit rules, carried interest regulations, interest limitation rules) on funds and investors
• Support tax planning initiatives related to fund formation, acquisitions, dispositions, and internal reorganizations
• Serve as the primary internal federal tax resource for the firm, coordinating with legal, accounting, and investment teams
• Manage federal tax audits, notices, and inquiries, including coordination with external advisors
• Assist with process improvements, tax documentation, and internal controls as the platform scales

• Bachelor’s degree in Accounting, Finance, or related field
• Master’s in Taxation, JD, CPA, or combination strongly preferred
• 6–10+ years of progressive federal tax experience, with a strong focus on partnership taxation
• Prior experience in private equity, hedge funds, alternative investments, or Big 4 / national public accounting firm serving PE clients
• Advanced knowledge of U.S. federal partnership tax rules and complex investment structures
• Experience with multi‑entity fund structures, management company taxation, and investor reporting
• Strong technical research and writing skills with the ability to communicate complex tax concepts clearly
• Detail‑oriented, proactive, and able to manage multiple deadlines in a transaction‑driven environment
• Competitive base salary and discretionary bonus
• Exposure to sophisticated private equity structures and transactions
• High visibility role with meaningful interaction across tax, legal, and investment teams
• Long‑term growth opportunity within a stable and expanding platform

• Associate

• Full‑time

• Accounting/Auditing
• Industries:
  Accounting and Venture Capital and Private Equity Principals

• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance
• Paid paternity leave
• Paid maternity leave