(Sr.) Tax Manager/Finance Manager
2 days ago
Finance Manager
Our client, a technology-focused investment firm specializing in emerging industries, is seeking a Finance Manager. This position offers exposure to cutting-edge technologies and the opportunity to work closely with experienced leadership on tax compliance, fund reporting, audits, and operational processes. The role also involves supporting strategic finance-related initiatives and contributing to the development of AI technologies to optimize operations. This is a hybrid position, requiring candidates to be based in San Francisco with 1-2 in-office days per week.
Responsibilities
- Tax Compliance :
- Oversee the entire tax compliance lifecycle for funds, GPs, and the management company.
- Review tax documents prepared by advisors, including tax returns, K-1s, and foreign filings.
- Calculate and facilitate payments for estimated taxes.
- Conduct tax research and collaborate with advisors on strategic tax planning.
- Act as the primary contact for tax advisors and validate their guidance through independent research.
- Respond to investor tax-related inquiries and lead ad-hoc tax research projects.
- Finance Operations :
- Review financial reports prepared by fund administrators and produce quarterly NAV reports.
- Support the preparation and review of annual financial statements with auditors.
- Monitor fund performance and investments, including valuation updates.
- Participate in firm operations, such as accounts payable management, capital calls, and distributions.
- Address finance-related inquiries from investors and support strategic projects.
Requirements
- Bachelor's degree in accounting, tax, or a related field.
- 6+ years of asset management tax experience, with at least 4 years in VC/PE tax.
- CPA or equivalent credential required.
- Experience with tax research and planning is essential.
- Flexible, collaborative, and proactive with a self-starter mindset; able to thrive in a fast-paced environment.
- Strong analytical, problem-solving, and communication skills.
- Excellent proficiency in Excel and Google Sheets.
- Passion for technology, crypto, and/or AI is a big plus.
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