Tax Manager – Financial Services

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Job Summary

Tax Manager

Partnership Taxation

Key Responsibilities

• Review complex Form 1065 partnership tax returns for clients such as Hedge Funds, Private Equity Funds, Venture Capital Funds, and Funds of Funds
• Manage preparation and review of associated Schedules K-1, K-2, K-3, including State, Local, and International tax compliance requirements
• Lead tax planning, compliance, and advisory services for financial services clients in accordance with US Tax Law
• Direct client relationships and act as the primary point of contact for day-to-day engagement execution
• Oversee the preparation and review of tax workpapers and ensure quality and timeliness of deliverables
• Manage and mentor junior staff; participate in the performance review and development process
• Research and provide guidance on complex tax technical matters and contribute to internal knowledge development
• Work closely with US counterparts using remote collaboration tools and firmwide technology platforms
• Identify tax issues and offer proactive and practical solutions for clients
  

Required Qualifications

• Bachelor’s degree in Accounting or equivalent
• 6+ years of experience in US/Global taxation with at least 1 year in a managerial capacity
• Proven experience in reviewing Form 1065 and related compliance for financial services entities
• Hands-on experience in:
• Partnership Taxation (Hedge Funds, Private Equity, Venture Capital, Fund of Funds)
• State & Local Tax Compliance
• International tax filing requirements
• Strong technical understanding of US Tax Code applicable to partnership entities
• Excellent communication and client relationship management skills
• Must be CPA, CA, or EA certified
  

Preferred Qualifications

• Experience working directly with global counterparts
• Prior experience in a mid-size or large public accounting/consulting firm
• Exposure to tax planning for cross-border investment structures
  

Important Considerations

• Candidates must have a stable work history (no frequent job changes)
• No employment gaps
• Only candidates from consulting or public accounting firms are eligible (industry candidates are not considered)
• Must be open to in-person interviews and relocation if required
• Non-certified professionals are not eligible for this Manager-level role
  

Ideal Background

• Candidates from Big 4 or reputable boutique consulting firms
• Professionals with strong technical acumen in partnership tax and a desire to grow in a client-facing, team-driven environment