Senior Tax Manager

4 weeks ago

Palo Alto, United States Davita Inc. Full time
Senior Tax Manager

Our client is a top tier U.S. venture capital firm with a 50+ year history of investing in early stage companies. With over $6 billion in committed capital and a new fund raised as recently as 2024, they focus on investments in technology, healthcare and healthcare IT.


LOCATION: Palo Alto 4 days per week.


JOB DESCRIPTION:

This is a newly added position and will work directly with the VP of Finance and senior members of the Finance team. The ideal candidate for this position is a proven high performer, consummate team player, and seeks a collaborative work environment where they will have an opportunity to develop and contribute as an integral and valued member of the team. The ideal candidate must possess an exemplary work ethic, along with strong organization and communication skills, be a motivated professional with a flexible and positive "can-do" attitude, an innate desire to learn, and a willingness to take ownership of projects.


This new role is highly visible to Senior Management of the Firm as it offers a significant opportunity for the person to contribute substantially to the overall tax strategy from our Investment Funds to our Management Company Entities. Responsibilities will encompass tax compliance, strategic analysis and maintaining the integrity of tax-related data.


Tax Compliance for Investment Funds & General Partner Entities:
  • Assist the VP of Finance with managing all aspects of the tax compliance lifecycle, which includes the following:
    • 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.
    • Identify new tax issues, conduct research, and collaborate with external tax advisors to determine their impact across the funds and GP entities. Design and execute new tax processes as needed.
    • Respond to tax-related questions from investors and their tax advisors.

Tax Compliance for Management Company Entities:
  • Assist the VP of Finance - Management Company with all tax-related matters, including the following:
    • 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, state PTET election, as needed

Qualifications:
  • Bachelor's degree and Certified Public Accountant (CPA) license (or equivalent) required.
  • Combination of 5 to 7 years of tax compliance experience in Big 4 and private funds, with a focus on asset management funds (venture capital and/or private equity). Experience with hedge fund or evergreen fund is a plus.
  • Advocate of continual learning and improvement, driven self-starter.
  • Flexible team player who thrives in a dynamic workplace with an established ability to meet deadlines.
  • Exceptional attention to detail and strong analytical skills.
  • Strong communication skills, experience working on high performance teams.
  • Excel "power-user", exposure to Excel Macros a plus.
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