Tax Manager

A Private Equity Firm is seeking a highly skilled Tax Senior / Manager to oversee all tax-related matters for the funds in addition to begin to building out a family office function for the main partner.

Responsibilities:

• Manage all tax compliance and reporting for the firm’s private equity funds, including partnership tax returns, K-1s, and investor tax packages.
• Oversee tax planning and compliance for individual partners, coordinating with external advisors as needed.
• Track and interpret tax legislation and regulatory updates impacting private equity and high-net-worth individuals.
• Collaborate with external tax advisors, auditors, and legal counsel to ensure timely and accurate tax filings.
• Support fund formation and structuring efforts from a tax perspective, including reviewing offering documents and partnership agreements.
• Lead tax-related aspects of investment transactions, including due diligence and deal structuring.
• Continuously enhance internal tax processes and controls for efficiency and accuracy.
• Provide strategic tax advice and guidance to senior leadership and investment teams.

Qualifications

• Bachelor’s degree required; CPA certification and/or Master’s degree in Taxation strongly preferred.
• 4–7 years of relevant tax experience, ideally combining public accounting and in-house private equity exposure.
• In-depth knowledge of partnership tax and individual taxation.
• Experience with private equity fund structures, including both domestic and international tax considerations.
• Strong analytical, organizational, and communication skills.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced, dynamic environment.