Overview
This role supports the management company tax function across a complex, multi-entity structure. You will work closely with colleagues across Finance, Legal, Accounting, Operations, and senior leadership, helping manage tax compliance, coordinate with external advisors, support tax planning, and build scalable tax processes.
Responsibilities
- Serve as the primary day-to-day point of contact for external tax advisors across federal, state, local, and international compliance matters, including:
- Compiling workpaper packages
- Managing open-item lists
- Gathering supporting information from Accounting, Legal, Operations, and HR
- Perform first-pass review of returns, K-1s, workpapers, and supporting schedules prepared by external advisors; summarize findings for Tax Manager review
- Prepare quarterly federal and state estimated tax calculations for entities, partners, and trusts
- Maintain payment trackers
- Reconcile payments against liabilities
- Coordinate processing and approvals with Finance and Treasury
- Maintain the tax compliance calendar and proactively manage filing deadlines across all entities, including:
- Business licenses
- Annual filings
- Registrations
- Tax-authority notice management
- Prepare partner-facing tax reporting, estimate summaries, and reconciliations; support partner-level compliance coordination with partners and their personal tax advisors
- Support tax research, modeling, and planning, including:
- Entity classification
- SALT/nexus
- State partnership rules
- Special allocations
- Strategic projects such as restructuring, international initiatives, and new business activities
- Improve tax processes through automation, documentation, and internal knowledge resources to drive consistency and reduce dependency on external advisors
Requirements
- 3–5 years of tax experience, preferably at a Big 4 or national accounting firm; CPA preferred
- Strong working knowledge of federal and state income tax compliance for partnerships (Form 1065), with corporate (Forms 1120) preferred
- Experience with individual (Form 1040) and trust (Form 1041) is a plus
- Strong understanding of partnership taxation and related reporting
- Excellent attention to detail with the ability to manage multiple concurrent deadlines
- Prior hedge fund, asset management, financial services, or alternative investment experience preferred but not required
- Bachelor’s degree in Accounting, Finance, Tax, or a related field
Compensation & Benefits
- A candidate referral program is available offering $7,500 for a successful hire (eligibility and terms apply).
Location
- Not specified in the provided job description.
Equal Opportunity Employer
Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.