Experienced Tax Manager, Private Markets

Brown Investment Advisory & Trust•Baltimore, MD

About The Position

Brown Advisory is seeking an experienced private funds tax professional to oversee tax compliance, reporting, and related advisory matters across its private equity and alternative investment feeder-fund platform. The platform includes ISG/BAGM and Global Managers series, Signature, NextGen, and other related investment vehicles. The role independently manages a portfolio of entities across multiple fund platforms, service providers, reporting requirements, and compliance deadlines. The position oversees the full annual tax compliance lifecycle for assigned entities, working closely with external tax advisors and internal Finance, Operations, Legal, Client Service Teams, and other stakeholders to ensure timely, accurate, and consistent tax reporting. It requires strong technical judgment to critically review outsourced tax work, along with project management skills to coordinate overlapping deliverables and maintain quality and compliance. The position may be aligned internally at the Manager or Senior Manager level based on the candidate’s experience, technical expertise, scope of responsibility, and other job-related qualifications.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field is required.
10+ years of progressive tax experience with significant partnership tax compliance and review responsibilities.
Extensive experience with private equity, alternative investments, fund-of-funds, feeder fund structures, or asset management organizations.
Strong knowledge of partnership taxation, tiered partnership structures, allocations, tax capital, and investor reporting, including Schedules K-1, K-2/K-3, withholding, and composite returns.
Demonstrated ability to manage multiple entities, competing priorities, and overlapping deadlines with exceptional attention to detail.
Advanced Excel skills and strong analytical, organizational, project management, and communication abilities.
Ability to work collaboratively across internal teams and external service providers while exercising sound professional judgment.
Must be authorized to work in the United States without current or future employer-sponsored work authorization.

Nice To Haves

CPA is strongly preferred.
Exposure to international tax reporting, including Forms 8858, 8865, and 8621, is highly preferred.

Responsibilities

Manage the annual tax compliance process for assigned private market entities, ensuring filing deadlines and reporting requirements are met.
Review federal and state partnership tax returns, Schedule K-1 and K-3 reporting, state investor packages, withholding calculations, composite filings, and related tax workpapers.
Coordinate with external tax service providers to monitor deliverables, resolve technical issues, and ensure complete and accurate filings.
Review tax allocations, tax capital reporting, investor reporting packages, and supporting documentation for consistency and accuracy.
Oversee payment processing, signature-page coordination, and post-filing documentation.
Identify discrepancies between tax returns, supporting workpapers, trackers, and investor reporting, and recommend appropriate resolutions.
Apply consistent tax reporting positions, controls, and documentation standards across multiple fund platforms.
Maintain entity inventories, compliance calendars, dependency trackers, filing dashboards, and review checklists to improve operational efficiency.
Partner with internal Finance, Operations, Legal, Client Service Teams, and other business teams to support tax reporting and respond to information requests.
Support process improvement initiatives that strengthen tax compliance controls, reporting quality, and operational effectiveness.
Stay current on partnership tax regulations and industry developments affecting private investment funds and alternative investments.

Benefits

Competitive compensation package with full benefits.
Medical insurance.
Dental insurance.
Vision insurance.
Wellness program participation incentive.
Financial wellness program.
Fitness event fee reimbursement.
Gym membership discounts.
Colleague Assistance Program.
Telemedicine Program for employees enrolled in Medical.
Adoption Benefits.
Daycare late pick-up fee reimbursement.
Basic Life and Accidental Death & Dismemberment Insurance.
Voluntary Life and Accidental Death & Dismemberment Insurance.
Short Term Disability.
Paid parental leave.
Group Long Term Disability.
Pet Insurance.
401(k) with 50% employer match up to the IRS limit and four-year vesting.
Eligible for a discretionary performance bonus and additional discretionary long-term incentive compensation.