Partnership Taxation Manager (Asset Management)

Hybrid - 3x a week

Irvine, CA

Los Angeles, CA 90071

San Francisco, CA

As a Partnership Taxation Manager (Asset Management), you will lead and review complex partnership tax engagements while providing high-quality tax consulting services to asset management clients. You will work closely with the Partnership Tax team to deliver accurate, compliant, and value-driven tax solutions, focusing on partnership taxation under Subchapter K, client service excellence, and team leadership. This role offers access to advanced tools, collaborative teams, and a growth-oriented environment designed to help you succeed.

Key Responsibilities

• Perform primary and secondary reviews of complex partnership, joint venture, and non-corporate entity tax returns
• Evaluate tax aspects of partnership agreements and manage IRC
• 704(b) capital accounts
• Manage multiple client engagement teams; plan, execute, and complete tax projects across asset management clients
• Deliver tax planning, consulting, and compliance services, including partnership structuring, entity formation, and M&A transactions
• Design and implement tax-planning strategies while managing engagement budgets and timelines
• Research and consult on complex tax matters, primarily related to Subchapter K partnership taxation
• Utilize tax software and research tools to prepare, review, and process returns
• Respond to inquiries from the IRS and other tax authorities
• Maintain ongoing client communication to manage expectations, meet deadlines, and strengthen client relationships
• Manage, train, mentor, and evaluate staff; provide engagement-level and year-end performance feedback
• Support business development efforts, including opportunity identification, proposal development, and client pursuits
• Perform other duties as assigned
  
  

Required Qualifications

• Bachelor's degree in Accounting
• CPA certification (Required)
• Minimum 6-10 years of progressive tax compliance and/or tax consulting experience in public accounting or a mix of public accounting and industry
• Strong experience in partnership taxation with a focus on Subchapter K
• Ability to work in-office 3 days per week (Hybrid model)
• Ability to travel as business needs require
  
  

Preferred Experience

• Experience with partnership structuring, entity formation, and mergers & acquisitions
• Asset management, private equity, hedge fund, or real estate partnership experience
  
  

Required Skills & Competencies

• Advanced knowledge of US GAAP, partnership returns, joint ventures, and non-corporate entity taxation
• Strong understanding of IRC Subchapter K partnership taxation and
• 704(b) capital accounts
• Excellent analytical, technical, and tax accounting/technology skills
• Exceptional client service and communication skills with the ability to build long-term client relationships
• Proven leadership abilities, including recruiting, training, coaching, and mentoring professionals
• Strong written, interpersonal, and presentation skills
• Ability to manage multiple engagements and competing priorities in a fast-paced, results-driven environment
  
  

Recruiter Submission Template -

Full Name:

Degree Major with University and Completion Year:

CPA License: (Yes/No - Active State[s])

Team Leadership / Mentoring Experience: (Yes/No - team size)

Client-Facing / Relationship Management Experience: (Yes/No)

Years of Partnership Tax Experience (Subchapter K):

Has the candidate worked at a Top 10 Accounting Firm? (Yes/No - specify firm[s])

Public Accounting Experience: (Yes/No - years)

Partnership Structuring Experience: (Yes/No - brief details)

Entity Formation Experience: (Yes/No - brief details)

M&A Tax Experience: (Yes/No - brief details)

IRC Subchapter K Expertise: (Strong / Moderate / Limited)

Experience with 704(b) Capital Accounts: (Yes/No)

US GAAP & Partnership Returns Proficiency: (Yes/No)

Please indicate the percentage of time the candidate is willing to travel:

Is the candidate currently subject to any non-compete or non-solicitation agreement with a current or former employer?

What percentage of your work is operational partnership tax work?

How many years of operating partnership tax experience do you have?

Motivation / Reason for interest in this position:

Contact Number:

Email ID:

LinkedIn ID:

Full Address (Street, City, State, Zip Code):

Notice Period: (in weeks)

Expected Salary:

Are you able to work Hybrid (3 days onsite per week) in one of the following locations: Irvine, CA / Los Angeles, CA / San Francisco, CA? (Yes/No - specify location preference)