Senior Manager, Tax

The Friedkin Group•Houston, TX

32d

About The Position

Under the direction of the Director, Tax, the Senior Manager, Tax will serve as a key leader for individual and pass-through investment entity tax compliance and planning. The role will collaborate closely with internal stakeholders and members of the Tax Department to ensure accurate and timely tax reporting and to support strategic tax planning for shareholders and their related ventures, investments, and businesses. The role encompasses oversight of tax matters for privately held companies, investment vehicles (including fund investments and operating businesses), as well as individuals and trusts, with responsibilities spanning income, gift, and residency planning. The Senior Manager, Tax must be able to clearly and effectively communicate complex tax concepts to a broad range of cross-functional and business stakeholders.

Requirements

Bachelor's Degree in Accounting, Finance, Tax or equivalent field of study from accredited four-year college or university Req and
7-9 years of experience in Tax including at least 7 years in public accounting Required
Advanced knowledge of taxation for privately held entities and high-net-worth individuals, including complex flow-through structures, trusts, and multi-entity ownership arrangements
Strong expertise in partnership and S corporation taxation, entity structuring, and transaction-related tax planning
Proven skill reviewing complex individual, trust, partnership, and S corporation tax filings with a focus on accuracy, consistency, and risk management
Working knowledge of gift and estate tax planning, including coordination with external advisors and evaluation of downstream tax and reporting implications
Knowledge of philanthropic and private foundation tax compliance and reporting requirements
Strong research and analytical skills, with the ability to synthesize complex tax issues into clear, actionable guidance
Exceptional communication skills, including the ability to explain complex tax concepts to senior leadership and non-tax stakeholders
Ability to manage multiple priorities in a fast-paced, deadline-driven environment while maintaining attention to detail and quality
Strong collaboration and relationship-building skills across tax functions, business teams, and external advisors
Sound professional judgment and discretion in handling sensitive shareholder and confidential matters
Demonstrated leadership ability to mentor and develop tax professionals, delegate effectively, and manage workloads during peak compliance and planning cycles
Certified Public Accountant (CPA) Upon Hire Required

Nice To Haves

Master's Degree Pref
Knowledge of tax considerations related to high-value personal-use assets, including aircraft
Knowledge of state and local tax residency planning and multi-state risk mitigation
Experience with tax process automation, technology-enabled compliance, and workflow improvements
Exposure to international tax compliance for individuals and flow-through entities, including foreign reporting requirements and coordination with international tax teams and external advisors

Responsibilities

Oversee accurate and compliant tax reporting for shareholders, trusts, and privately held entities, with significant emphasis on complex flow-through structures
Perform expert-level review of federal income tax returns for individuals (Form 1040), trusts (Form 1041), partnerships (Form 1065), and S corporations (Form 1120S), as well as required state and local filings
Perform expert-level review of quarterly and annual tax estimates and extension payments for shareholders and related entities, ensuring accuracy, alignment with underlying tax positions, and consistency across filings
Evaluate complex tax positions, allocations, elections, and disclosures
Review and reconcile Schedule K-1s across multiple entities and tiers, ensuring consistency of reporting among related parties
Identify, resolve, and escalate technical, data, and compliance issues
Coordinate with internal teams and external service providers to ensure timely, high-quality filings and adherence to internal controls
Partner with tax leadership and external advisors to develop and implement tax-efficient planning strategies for shareholders and related structures
Support income, gift, and estate tax planning for tax-efficient intergenerational wealth transfers
Provide tax guidance related to family initiatives, new ventures, and evolving ownership structures
Plan and execute tax strategies related to philanthropic activities and private foundations
Identify and mitigate U.S. state tax residency risks and coordinate with international tax teams on foreign jurisdiction considerations
Collaborate closely with the Director, Business Tax and Director, International Tax to align shareholder tax planning with domestic and international operating business strategies, entity structuring, and cross-border considerations
Lead and support process improvement initiatives related to shareholder tax compliance and planning, including workflow, documentation, and coordination enhancements
Research and analyze complex federal, state, and international tax issues
Prepare clear, concise written summaries and recommendations for tax leadership and other stakeholders
Engage with cross-functional business and finance stakeholders to align on tax positions and proactively communicate tax implications
Support informed decision-making affecting shareholders and related entities
Monitor tax law developments, including legislative changes, regulatory guidance, court decisions, and IRS and state rulings
Assess the impact of tax law changes on shareholders and related structures and recommend strategies to minimize adverse tax consequences
Manage and support shareholder tax notices, inquiries, and audits
Coordinate audit and inquiry responses with internal teams and external advisors and ensure timely resolution