Tax Manager - Management Company & Investment Adviser Tax

Standish Management•Portland, OR

About The Position

The Tax Manager will join the Private Equity and Venture Capital Tax Practice, focusing on management companies, investment advisers, and operating partnerships. The role leads federal, state, and local tax compliance and advisory engagements and serves as a trusted advisor to clients on complex partnership and state and local tax matters.

Requirements

CPA or Enrolled Agent preferred.
5+ years of public accounting experience.
Strong background in partnership taxation and pass-through entities.
Experience with management companies, investment advisers, or alternative asset management clients.
Knowledge of multistate taxation, market-based sourcing, PTET, and SALT issues.
Strong client service, communication, and leadership skills.

Nice To Haves

Experience with private equity and venture capital management company structures.
State tax consulting and planning experience.
Experience with GoSystem, CCH Axcess, or similar tax compliance software.

Responsibilities

Review and manage federal, state, and local tax returns for management companies, investment advisers, and operating partnerships.
Advise clients on management fee income, expense allocations, partner compensation, guaranteed payments, and partnership tax matters.
Lead multistate tax consulting projects, including nexus, market-based sourcing, apportionment, and state filing requirements.
Manage PTET elections, compliance, estimated payments, and related planning opportunities.
Research and resolve complex federal and state tax issues.
Serve as a primary client contact and provide proactive tax planning throughout the year.
Mentor staff, review work product, and manage engagement timelines and budgets.