Senior Tax Manager(Venture Capital/Asset Management/Private Equity)

2 hours ago

Palo Alto, United States Safeguard Global Recruiting Full time

We are seeking a Senior Tax Manager for a prestigious venture capital firm with over half century of history in backing innovative, industry changing portfolio of companies. Our client is focused on investing in technology, healthcare and IT.


This new role reports to the VP of Finance and is highly visible as it offers a significant opportunity for the incumbent to contribute substantially to Client’s overall tax strategy.


Job Responsibilities:

· Tax Compliance for Investment Funds & General Partner Entities:

· Assist with managing all aspects of the tax compliance lifecycle.

· Assist in the preparation and review of year-end tax workpapers.

· Review investor K-1 packages (including Schedule K2/3) as prepared by external tax advisor.

· Assist in the preparation of quarterly tax estimates for the General Partner entities.

· Manage applicable annual foreign filings (PFIC and CFC testing and filings) with external tax advisor.

· Review federal and state tax returns.

· Assist with tax analyses for distributions and complex GP allocations.

· Assist with tax analysis related to underlying portfolio company acquisitions and restructuring

· events.

· Process applicable U.S. federal tax withholding payments (e.g., 1042, ECI, FDAP) and state

· Partnership & LLC tax payments.

· Collaborate with external tax advisors to ensure that 704(b) basis and tax capital accounts are properly maintained.

· Prepare Qualified Small Business Stock (QSBS) analysis on selected portfolio companies.

· Prepare ad hoc tax analysis regarding specific investments as requested.

· Tax Compliance for Management Company Entities

· Assist the VP of Finance – Management Company with all tax-related matters

· Assist in the review of quarterly tax estimates as well as year-end tax work papers and K-1 packages.

· Collaborate to develop tax strategies for Members of the Management Company such as:

· Pass-through entity tax analysis.

· Eligible QSBS gains flow-through.

· State apportionment calculations.

· Other tax strategy analyses or projects, as requested.


Experience, Education and Skills:

· 5 to 8 years of tax compliance experience with focus on Asset Management (Venture capital or Private Equity) .

· Experience with Big 4, National or Region CPA firm required

· Experience with hedge fund or evergreen fund is a plus.

· Advanced MS Excel skills with the ability to build Macros and Formulae

· Ability to be a self-starter and a passion for continuous learning and improvement

· Strong analytical skills with the ability to pay attention to details

· Ability to work well in a fast paced environment and within a team oriented culture

· Exceptional written and verbal communication and presentation skills are a must

· Bachelor’s degree in accounting or finance and active Certified Public Accountant (CPA) license required.

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