Tax Manager

Responsibilities

Oversee the preparation and filing of federal and state tax returns across multiple entities and individuals; Compile and analyze K-1s; addressing capital account, basis, and allocation issues; Review draft returns for accuracy and consistency with internal financial data and planning goals; Prepare detailed write-ups and workpapers to support efficient filings and reviews by external tax firms; Prepare and manage federal and state estimated payments and related documentation; Assist in quarterly and year-end tax planning including modeling tax impacts from significant transactions; Track and maintain investor-level tax attributes such as residency, withholdings, and elections; Respond to IRS and state tax notices; Ensure tax files, trackers, and estimate schedules are consistently organized and up to date

Requirements

Bachelor’s degree in accounting or tax; 7-10 years of experience in public accounting and/or private tax roles; Exposure to complex pass-throughs and high-net-worth individuals a must; Experience with trusts, private foundations, and estate-related tax structures; Technical expertise in partnership tax, basis and capital account tracking, K-1 review, and multi-state compliance

Nice to have

CPA preferred