Tax Manager - Investment Partnership

Overview

This role supports investment partnership tax compliance for fund-of-funds, including private equity and hedge fund structures. The position involves taking ownership of complex tax compliance engagements, helping modernize processes and workpapers, and contributing to technology-enabled workflows as the investment partnership practice continues to grow.

Responsibilities

• Oversee preparation and review of fund-of-funds partnership tax returns, including Schedules K-1 and K-3.
• Ensure compliance with U.S. tax reporting of foreign investments and income.
• Research and resolve federal and state tax matters affecting investment partnerships and their investors.
• Identify opportunities for process improvement and collaborate with practice leadership to develop and implement solutions.
• Mentor, develop, and retain staff through active participation in the firm’s mentoring program.

Requirements

• Bachelor’s degree in accounting.
• CPA or Enrolled Agent (EA).
• Minimum of 5 or more years of experience working with investment partnership tax clients.
• Strong investment partnership tax knowledge and demonstrated ability to independently manage complex compliance engagements.
• Strong Excel proficiency and an interest in process improvement and technology.
• Strong leadership and personnel management skills.

Preferred Qualifications

• Experience with CCH Axcess Tax.
• Experience with large partner populations and complex multistate partnership compliance.
• Experience developing or implementing standardized workpapers, compliance processes, or automation initiatives.
• Experience with or interest in data analytics, AI, automation, and other technologies that enhance tax compliance and reporting.

Compensation & Benefits

• Competitive salary range of $130,000 to $170,000, with annual merit increases.
• Annual discretionary bonus eligibility.
• 35-hour workweek during non-busy season.

Location

Remote work, working from your home office.

Remote Work Internet Policy

• Internet plan with minimum speeds for best connection: 100+ Mbps download and 20+ Mbps upload.
• Home Wi-Fi should be password protected.