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 deep expertise in partnership taxation and strong project management skills to deliver high-quality tax services and advisory support.
Responsibilities
Partnership Tax (Primary Focus)
- Manage complex partnership tax engagements from initiation through filing, including multi-tiered structures common in VC-backed entities
- Prepare, review, and sign off on partnership returns (Form 1065) and K-1 packages with attention 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, ensuring 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, and provide actionable feedback
Client Advisory & Delivery
- Serve as the primary tax advisor for assigned clients, owning the relationship and deliverable quality
- 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 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; 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 related field required; Master’s in Taxation (MST) or LLM in Taxation strongly preferred
- CPA certification required
- 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 including QSBS, Section 83(b) elections, R&D credits, and equity compensation taxation
- Strong written and verbal communication skills with ability to explain complex tax positions clearly to non-tax audiences
- Immediate availability to start and commitment to approximately 600+ hours through September 15
- Authorization to work in the United States
- Experience working remotely in a multi-client professional services environment strongly preferred
Compensation & Benefits
- Salary range: $99,875 - $117,500 USD per year (United States Remote)
- Health & Wellness: Competitive Medical, Dental, and Vision coverage with 100% of employee premiums covered
- Financial Security: Company-paid Short-Term and Long-Term Disability insurance
- Work/Life Balance: 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
- Candidates must be currently located and authorized to work in 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 and be prepared to lead from day one
- This is a full-time role with a long-term career path beyond the initial project period