Tax Manager

Overview

A growing boutique finance, accounting, tax, and strategy firm is seeking a Tax Manager to lead complex tax engagements for a portfolio of startup, growth-stage, and venture capital-backed clients. This fully remote, client-facing role requires significant partnership tax expertise and strong project management skills to deliver high-quality tax services and advisory support.

Responsibilities

Partnership Tax (Primary Focus)

• Own and manage partnership tax engagements from initiation through filing.
• Prepare, review, and sign partnership returns (Form 1065) and associated K-1 packages, ensuring accuracy and adherence to client-specific allocation requirements.
• Apply 704(b) and 704(c) allocation rules, including special allocations, capital account maintenance, and book-tax difference tracking.
• Manage partner basis calculations, at-risk rules, and passive activity considerations across complex ownership structures.
• Advise clients on partnership agreement tax provisions such as carried interest, preferred return structures, and waterfall economics.
• Support clients through transactions involving partnership interests, including contributions, distributions, redemptions, and liquidations.

Large Project Management

• Lead and coordinate a large-scale tax engagement from day one, including scoping, organizing workstreams, assigning team members, and managing timelines through September 15.
• Manage multiple concurrent tax workstreams across client engagements, maintaining quality and timeliness.
• Establish and enforce project milestones, identify risks early, and communicate status clearly to leadership and clients.
• Direct Associates and Senior Associates, review deliverables before client delivery, and provide clear, actionable feedback.

Client Advisory & Delivery

• Serve as the primary tax advisor for assigned clients, owning the relationship and quality of deliverables.
• Prepare and deliver tax planning memos, technical analyses, and advisory communications on complex issues relevant to startups and growth-stage companies.
• Advise clients on entity structure, tax efficiency, and planning opportunities during fundraising, growth, and liquidity events.
• Coordinate with accounting and finance teams to ensure integrated, consistent client service.

Technical Tax Coverage

• Manage federal and state income tax compliance for pass-through entities, C-corporations, and multi-entity structures.
• Stay current on tax law developments affecting startups, venture-backed companies, and pass-through taxation; proactively communicate relevant changes to clients.
• Support clients with R&D tax credit analysis, Section 83(b) elections, QSBS planning, and other early-stage company tax matters.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 6–10+ years of tax experience with significant focus on partnership taxation.
• Public accounting background at Manager or Senior Manager level strongly preferred.
• Demonstrated expertise in Form 1065 preparation and review, K-1 packages, 704(b)/(c) allocations, basis tracking, and complex partnership structures.
• Proven experience managing large, multi-workstream tax projects with tight deadlines and multiple stakeholders.
• Experience advising VC-backed, early-stage, and growth-stage companies on tax planning, entity structure, and compliance.
• Familiarity with startup-specific tax matters.
• Strong written and verbal communication skills with the ability to explain complex tax positions clearly to non-tax audiences.
• Immediate availability to start and commitment to the project timeline through September 15, including approximately 600+ hours over this period.
• Authorization to work in the United States.
• Experience working in a remote, multi-client professional services environment is strongly preferred.

Compensation & Benefits

• Salary range: $99,875 - $117,500 per year (Remote, United States).
• Health & Wellness: Competitive Medical, Dental, and Vision coverage with 100% of the employee's health insurance premium covered.
• Financial Security: Company-paid Short-Term and Long-Term Disability insurance.
• Work/Life Balance: Generous unlimited paid time off (PTO), 11 paid company holidays, and comprehensive paid parental leave.
• Remote Work Setup: Fully remote position with company-provided technology equipment and a $250 technology stipend.
• 401(k) plan with company match.

Location

• Fully remote within the United States.

Additional Notes

• This role requires immediate availability and a significant time commitment through September 15 due to a large-scale client engagement.
• Candidates must have direct, hands-on partnership tax experience including Form 1065 preparation, K-1s, and 704(b)/(c) allocations.
• Candidates must be honest about their ability to commit to the required hours and project timeline before applying.