Tax Manager
3 weeks ago
As a Tax Manager, you will play a pivotal role in managing and overseeing the tax responsibilities for various aspects of the firm. Your responsibilities will encompass tax compliance, strategic analysis, collaboration with external partners, and maintaining the integrity of tax-related data. You will work closely with the finance and legal teams, as well as with external tax advisors, including outside provider. In addition, you will be responsible for the General Partner accounting.
Our ideal candidate is an experienced tax professional with an exceptional grasp of tax laws and regulations, and a strategic mindset to optimize financial resources. You possess strong problem- solving and organizational skills and a commitment to ensuring full compliance and optimization of our firm’s tax strategy. You have a passion for tax, a curiosity for tax concepts and a learning mindset.
KEY RESPONSIBILITIES:
Tax Compliance: Ownership of tax responsibilities for all funds, all GP entities, all holding companies, and the management company. Ensure the accurate and timely preparation and submission of tax filings at the federal, state, and foreign levels.
Collaboration with External Service Providers: Collaborate closely and to oversee all tax filings and reports, creating and providing any requested supporting information.
Reporting: Responsible for the timely issuance of LP and GP reporting, including K-1s, K-2s, K-3s, and 1042s.
Investment Structure Analysis: Analyze investment structures to determine the most tax- efficient holding structure including foreign investment analysis and ensure appropriate tax information rights.
Tax Estimate Calculations: Calculate quarterly and transactional tax estimates and effectively communicate with individual tax advisors.
Tax Issue Identification and Research: Identify new tax issues, conduct research, and collaborate with PWC to determine their impact across the funds, GP entities and management company. Design and execute new tax processes as needed, which may include analyzing new jurisdictions and changes in regulations.
Geography Research and Analysis: Conduct tax related geographic research and analysis as needed depending upon foreign investment or management company activities and implement programs in collaboration with PWC.
Supporting Documentation: Maintain accurate W-9s, W-8s, and other required supporting information for limited partners.
Tax Side Letter Provisions: Evaluate tax-related side letter provisions and ensure compliance with reporting requirements.
Ad Hoc LP Tax Questions: Respond to numerous ad hoc tax-related questions from limited partners, providing clear and accurate responses.
Management Company Responsibilities: Ownership of board option and RSU income reporting, calculations and allocations for PTE and similar tax concepts, quarterly estimate calculations and communication and depreciation calculations.
GP Accounting: Maintain records of capital and carry sharing percentages, calculate high-water marks, vesting, and reallocations due to changes in activities, such as additional carry grants and staff changes.
Tax Allocations: Own tax allocations by person and communicate quarterly tax estimates.
Capital Calls and Distributions: Calculate capital calls and distributions.
Book Allocations: Own book allocations by person and provide quarterly and annual reporting.
Other Responsibilities: Assist with other management company and/or fund accounting needs, as required by the team.
QUALIFICATIONS AND EXPERIENCE
Bachelor's degree in tax, accounting, finance, or a related field.
CPA or advanced degree required.
A minimum of 5 years of experience in tax management and compliance in the hedge fund strongly preferred or private equity, with ideally public accounting and private industry experience.
Strong knowledge of federal, state, and international tax regulations.
Excellent analytical, organizational, and problem-solving skills.
Effective communication and collaboration skills.
Detailed and focused on accuracy of data.
Strong data collection, analysis, and reporting skills.
Ability to work in a fast-paced, dynamic environment.
Proficiency in Microsoft Office suite with advanced Excel skills. QuickBooks knowledge is a plus.
Ability to work independently and manage multiple tasks simultaneously.
-
Tax Office Operations Coordinator
2 weeks ago
San Jose, California, United States Potentia Tax Full timeJob OverviewWe are seeking a meticulous and skilled Tax Office Operations Coordinator to become a vital part of our team at Potentia Tax. The successful candidate will possess at least two tax seasons of experience, demonstrate proficiency in Lacerte tax software, and exhibit strong interpersonal skills in client relations and office management.Key...
-
Tax Manager
2 weeks ago
San Francisco, United States Accounting & Technology Solutions Full time $130,000 - $180,000Job DescriptionJob DescriptionTax Manager - Global Income TaxPosition Overview: We are seeking a highly skilled and experienced Global Income Tax Manager to oversee and manage our international income tax compliance and planning activities. This role will be instrumental in ensuring the accuracy and efficiency of our global tax strategies while maintaining...
-
Tax Manager
3 weeks ago
San Francisco, United States Hedge Fund Full timeAs a Tax Manager, you will play a pivotal role in managing and overseeing the tax responsibilities for various aspects of the firm. Your responsibilities will encompass tax compliance, strategic analysis, collaboration with external partners, and maintaining the integrity of tax-related data. You will work closely with the finance and legal teams, as well as...
-
Tax Manager
2 months ago
San Francisco, United States Discord Full timeThis position is US based only. Discord is about giving people the power to create space to find belonging in their lives. We want to make it easier for you to talk regularly with the people you care about. We want you to build genuine relationships with your friends and communities close to home or around the world. Original, reliable, playful, and...
-
Tax Manager
2 weeks ago
San Francisco, United States Evergreen Services Group Full timeEvergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software and Government Services. We are driven by a people first mission to marry capital...
-
Tax Manager
2 weeks ago
San Francisco, United States Paradigm Information Services, Inc. Full timeJob Description Paradigm is seeking a Tax Manager to join our client, located in San Francisco, CA. In this vital role, you will lead complex tax projects for high-net-worth individuals and various corporate entities, maintaining our reputation for delivering exceptional tax services. Type: Direct Hire Full Time Location: San Francisco, CA Onsite 1st year,...
-
Attorney Train in Tax Representation
1 month ago
San Juan, United States Community Tax, LLC Full timeJob DescriptionJob DescriptionCommunity Tax Puerto Rico, LLC Is a PUERTO RICO established firm and partner with Community Tax, LLC, a nationally known and respected tax resolution and tax services firm, based in Jacksonville, FL, growing and aggressively expanding our national presence. We are currently hiring in anticipation of significant expansion of our...
-
Senior Tax Manager
4 weeks ago
San Francisco, United States Burnett Search Full timeOur client is a premier company which is rated number one in its space. With almost a billion in revenues, this company offers an outstanding environment with a very cohesive finance team.Job DescriptionThe right person will have a good mix of tax accounting background, seeking a full-time senior tax manager to manage the Company’s tax matters, including...
-
Tax Manager
1 month ago
San Francisco, California, United States tapwage Full timeJob DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom – we give you the tools you...
-
Senior Tax Manager
3 weeks ago
San Francisco, United States The Agency Recruiting Full timeJob Title: Senior Tax Manager / Tax Director (Path to Partner) Location: San Francisco Bay Area (Multiple Locations: DT SF, East Bay, San Mateo & Palo Alto ) About Us: A leading accounting firm in the San Francisco Bay Area, offering comprehensive accounting, tax, and consulting services to a diverse clientele. Our team is dedicated to providing exceptional...
-
Senior Tax Manager
3 weeks ago
San Francisco, United States Creative Financial Staffing Full timeSenior Tax Manager- Family Office ClientsResponsibilities: Act as point of contact and relationship manager for client, family, and outside service providers. Manage outside service providers (e.g. attorneys, investment brokers, clients' employees), including coordination of activities such as drafting documents for personal estate and entities, coordinating...
-
Senior Tax Manager
2 weeks ago
San Francisco, United States Creative Financial Staffing Full timeSenior Tax Manager- Family Office Clients Responsibilities: Act as point of contact and relationship manager for client, family, and outside service providers. Manage outside service providers (e.g. attorneys, investment brokers, clients' employees), including coordination of activities such as drafting documents for personal estate and entities,...
-
International Tax Manager
2 days ago
San Francisco, California, United States Circle Full timeAbout CircleCircle is a leading financial technology company that is revolutionizing the way value is transferred globally. Our innovative infrastructure, including the blockchain-based USDC, enables businesses, institutions, and developers to harness the power of this new internet layer and capitalize on the major turning point in the evolution of money and...
-
Indirect Tax Manager
3 weeks ago
San Francisco, United States Discord Full timeThis position is US based only. Discord is about giving people the power to create space to find belonging in their lives. We want to make it easier for you to talk regularly with the people you care about. We want you to build genuine relationships with your friends and communities close to home or around the world. Original, reliable, playful, and...
-
Senior Manager of Tax
1 month ago
San Francisco, United States Genentech Full timeThe PositionThe OpportunityThe Senior Manager of Tax will report directly to the Executive Director of Tax. The position requires strong analytical, written and verbal communication, and tasking skills, along with extensive knowledge of federal, state and local income taxes. The candidate must be a “hands-on” self-starter who can function as a...
-
Senior Manager of Tax
1 month ago
San Francisco, United States Genentech Full timeThe PositionThe OpportunityThe Senior Manager of Tax will report directly to the Executive Director of Tax. The position requires strong analytical, written and verbal communication, and tasking skills, along with extensive knowledge of federal, state and local income taxes. The candidate must be a “hands-on” self-starter who can function as a...
-
Senior Manager of Tax
1 day ago
San Francisco, United States Genentech Full timeThe Position The Opportunity The Senior Manager of Tax will report directly to the Executive Director of Tax. The position requires strong analytical, written and verbal communication, and tasking skills, along with extensive knowledge of federal, state and local income taxes. The candidate must be a “hands-on” self-starter who can function as a...
-
Senior Tax Manager
2 months ago
San Francisco, United States Zoomcar Full timeSenior Tax Manager Remote Full-Time/Regular, Exempt Who We Are: Getaround is the world’s first connected carsharing marketplace. Launched in 2011, Getaround is available today in more than 1,000 cities across the United States and Europe. We connect safe, convenient, and affordable cars with people who need them to live and work via our peer-to-peer...
-
Tax Manager
3 months ago
South San Francisco, United States Platform Accounting Group Full timeJob DescriptionJob DescriptionDue to continuing growth, our team is seeking a Tax Manager who has an entrepreneurial spirit and knows how to get things done. The Tax Manager is a key part of the management team. In addition to the traditional roll-up your sleeves tax preparation and review, the role requires a strong sense of strategy and management.Who we...
-
Senior Tax Manager
2 weeks ago
San Francisco, California, United States Baker Tilly US, LLP Full timePosition OverviewBaker Tilly US, LLP is a prominent advisory CPA firm that offers clients a distinct advantage across major regions in the U.S. and in key global financial hubs. As an independent member of Baker Tilly International, we are part of a vast network of accounting and business advisory firms operating in 145 territories, with a workforce of...
