Tax Compliance Specialist

7 days ago


Palo Alto, California, United States Vaco Full time

Senior Tax Manager

We are seeking a highly motivated and detail-oriented Senior Tax Manager to join our team. This role will work directly with the VP of Finance and senior members of the Finance team to provide tax compliance support for our Investment Funds and Management Company Entities.

Tax Compliance for Investment Funds & General Partner Entities:
  • Assist in the preparation and review of year-end tax workpapers, including Schedule K2/3 and federal/state tax returns.
  • Review quarterly tax estimates for the General Partner entities and manage applicable annual foreign filings (PFIC and CFC testing and filings) with external tax advisors.
  • 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 and ad hoc tax analysis regarding specific investments as requested.
Tax Compliance for Management Company Entities:
  • Assist in the review of quarterly tax estimates and year-end tax work papers, as well as K-1 packages.
  • Develop tax strategies for Members of the Management Company, including pass-through entity tax analysis, eligible QSBS gains flow-through, and state apportionment calculations.
Requirements:
  • Bachelor's degree and Certified Public Accountant (CPA) license 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).
  • Advocate of continual learning and improvement, driven self-starter with exceptional attention to detail and strong analytical skills.
  • Strong communication skills, experience working on high-performance teams, and Excel 'power-user' skills.

This is an exciting opportunity for a skilled Tax Professional to contribute to our dynamic team. With a competitive salary range of $120,000 - $160,000 per year, this role offers a unique blend of challenging work and growth opportunities. Our firm values diversity and encourages applications from qualified individuals. The estimated salary for this position is around $140,000 per year, considering the location and industry standards.



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