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Tax Manager - Management Company & Investment Adviser Tax

Dallas, Texas, United States; Portland, Oregon, United States; Raleigh, North Carolina, United States
 
 
 

Job Description

We are seeking a Tax Manager to join our Private Equity and Venture Capital Tax Practice, focused on management companies, investment advisers, and operating partnerships. This role will lead federal, state, and local tax compliance and advisory engagements while serving as a trusted advisor to clients on complex partnership and SALT matters.

Key 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.

Required Qualifications:

  • 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.

Stand-Out Qualifications:

  • Private equity and venture capital management company structures.
  • State tax consulting and planning.
  • GoSystem, CCH Axcess, or similar tax compliance software.

Benefits: 

  • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
  • Comprehensive disability/maternity and paternity plans
  • 401K
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • Standard holidays along with year-end office closure
  • A flexible work environment for all employees

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