Compensation: $125k plus bonus
Position Summary
Job Overview – Tax Manager – 32501
Prestigious Registered Investment Company, headquartered in Charlotte, seeks Tax Manager. This new role leads all tax compliance, tax planning, and tax structuring for the company’s investment entities and reports to the company CFO. The ideal candidate will have prior tax experience for an employer or clients that invest in entities on behalf of investors, families, etc., with flow through tax consequences.
Responsibilities

• Tax Compliance
• Main point of contact with external service providers of the Funds
• Manage the year-end tax compliance process, which includes review of K-1s, Federal and State returns for all including Funds, co-investment vehicles, management company, and general partner entities; file all returns with the proper tax authorities including timely payments; and distribution of K-1s to investors
• Lead legal entity management effort such as registrations, licensing, etc., with agent
• Maintain entity formation information and supporting documents, including EINs and W-9s
• Lead IRS, property tax, and other tax audits; correspond with agencies, as needed
• Prepare the company’s fixed assets and associated depreciation schedules
• Prepare 1099s for applicable external parties (MISC, NEC)
• Tax Planning
• Maintain a working knowledge of current and proposed regulations impacting the company
• Prepare annual tax estimates for all flow through entities above the holding companies and distribute investor tax communication
• Prepare ad hoc estimates of taxable income associated with individual Fund distributions and for quarterly estimated payments
• Coordinate with Fund portfolio company preparers to manage expected flow through impacts to the Funds and timing of deliverables
• Maintain withholding elections/status for all investors, including 83b elections for individuals
• Manage compliance with investor side letter requests related to tax reporting and communication
• Tax Structuring
• Coordinate with investment teams and deal counsel on transaction structuring steps; translate impacts to Funds and investors
• Review draft flow of funds for purchases and sales to ensure consistency with legal and tax structure
• Identify and interpret tax efficiencies within investment structure
• Oversee the Firm’s organizational structure

Requirements

• BS degree in accounting, tax or finance
• CPA preferred
• Minimum of 5 years’ relevant tax experience
• Superior problem-solving, analytical, and research skills
• Strong written and oral communication skills, including the ability to interact with senior management and investors
• Ability to work independently with limited oversight, multi-task, and meet demanding deadlines in a small team environment
• Advanced Excel and QuickBooks knowledge, or comparable accounting software

Mid-Senior level
About Our Process
We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
Candidates for all Sherpa opportunities must be authorized to work in the United States.
Sherpa is an Equal Opportunity Employer.
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