Tax Manager

Virtual Agent • San Francisco, CA

275d • $150,000 - $185,000 • Hybrid

About The Position

Our client, a private equity investment firm, is seeking a Tax Manager to join their finance team. This role is responsible for managing the tax compliance for various funds and entities, offering significant exposure to different accounting and tax areas. Reporting to the Vice President of Tax, this role supports both regular tax compliance and strategic tax planning efforts. The position is hybrid, with team members currently working in the San Francisco office on Mondays, Tuesdays, and Thursdays.

Requirements

• 6-9 years of experience in asset management taxation, with expertise in partnership allocations and Schedule K-1s.
• Bachelor's degree in Accounting or Tax; experience with Big 4 firms and state/local tax exposure preferred.
• Strong analytical skills and ability to handle large datasets.
• Excellent communication skills and attention to detail.
• Proficiency in Microsoft Office, especially Excel, with the ability to adapt to accounting software.

Responsibilities

• Review federal and state tax filings prepared by advisors, including tax returns, Schedule K-1s, and withholding forms, across multiple fund groups.
• Collaborate with tax advisors to provide necessary documentation, prepare workpapers, and address relevant tax issues.
• Maintain the tax calendar, ensuring timely tax filings and payments.
• Respond to tax-related inquiries from limited partners and manage tax notices.
• Support the accounting and coordination of tax filings for intermediate entities related to portfolio companies.
• Assist with capital account maintenance, annual financial reporting, and preparation of capital call and distribution schedules.
• Compile and analyze data for ad-hoc requests and support tax planning activities.

Benefits

• Competitive salary range of $150K - $185K per year based on experience and qualifications.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Administrative and Support Services
• Education Level: Bachelor's degree