Senior Tax Manager, Venture Capital

Sensiba•Dudleyville, AZ

2d•$127,200 - $195,000

About The Position

The Senior Tax Manager will lead the firm's High Net Worth (HNW) tax practice, with an emphasis on the venture capital ecosystem. This leader will build and manage a team delivering tax planning, compliance, and consulting services to venture capital general partners and investment professionals, angel and limited partner investors, and family offices. The role combines deep technical expertise in partnership taxation and qualified small business stock (QSBS) with a proactive, planning-first approach to liquidity events and multi-generational wealth transfer. The Senior Tax Manager will drive excellence in client service, mentor and grow team members, develop innovative solutions to complex tax issues, and play a central role in expanding the firm's presence and reputation within the venture capital community.

Requirements

Bachelor's degree in accounting, finance, or a related field.
At least 7 years of public accounting experience preparing or reviewing tax returns for pass-through entities, corporations, trusts, and/or high net worth individuals.
CPA or EA license required.
Proficiency in tax preparation software and financial analysis tools.
Strong tax technical knowledge, including analytical, research, critical thinking, and decision-making skills.
Strong written and verbal communication skills, with the ability to explain complex tax outcomes clearly to clients and their advisors.
Leadership skills to mentor, develop, and scale a team of tax professionals.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment, including time-sensitive transactions and multiple K-1 analyses.
Strong organization, time management, and attention to detail.
Ability to build trusted relationships with clients, wealth managers, estate planning attorneys, and financial advisors.
Ability to stay current on legislation and understand how tax law changes affect venture capital funds and investors.
Basic understanding of carried interest taxation, including Section 1061 three-year holding period rules, carried interest vehicle structures, and management fee waiver arrangements.
Understanding of the venture fund lifecycle, including formation, capital calls, management fees, portfolio investments, follow-on rounds, cash and in-kind distributions, and wind-down.
Expertise in Section 1202 qualified small business stock (QSBS), including eligibility analysis, holding period and gain exclusion limits, post-July 4, 2025 changes enacted by the One Big Beautiful Bill Act, stacking through gifts and trusts, Section 1045 rollovers, and California nonconformity.
Knowledge of Section 83(b) elections.
Knowledge of investment-related individual tax issues, including net investment income tax, investment interest expense limits, passive activity rules, and worthless stock losses.
Familiarity with international investor reporting, including PFIC (Form 8621), CFC and foreign partnership filings (Forms 5471 and 8865), and FBAR and Form 8938 requirements arising from foreign portfolio holdings.

Nice To Haves

Master's degree in accounting, taxation, or a related field.
Prior experience building or leading a niche practice or industry group, including business development responsibility.

Responsibilities

Oversee and manage tax compliance, planning, and consulting services for clients across various industries.
Manage and review complex tax returns, including corporate, partnership, individual, and trust tax filings.
Perform technical review of complex fact patterns and tax research.
Devise innovative solutions for complex tax issues, leveraging a deep understanding of tax laws and regulations.
Implement and maintain rigorous quality control procedures throughout all stages of client engagements.
Identify areas for improvement in firm processes and take proactive steps to address operational inefficiencies.
Ensure adherence to professional standards and best practices to deliver high-quality work consistently.
Cultivate and nurture relationships with existing clients to deepen engagement and drive additional business opportunities.
Expand the firm's client base by networking within the business community and leveraging personal and professional connections.
Participate as needed in recruiting and staffing decisions, including interviewing, hiring, and onboarding new team members.
Contribute to the development and delivery of internal training programs and provide ongoing mentorship and guidance to junior team members.