Financial Services

Tax Manager - Management Company & Investment Adviser Tax

Dallas, TXOnsiteFull TimeManager / HeadPosted 2 days agoVisa sponsorship available

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Required skills

partnership taxation
pass-through entities
management companies
investment advisers
alternative asset management
multistate taxation
market-based sourcing
PTET
SALT issues
client service

Nice to have

private equity
venture capital
state tax consulting
state tax planning
GoSystem
CCH Axcess

Role summary

Seeking a Tax Manager for a Private Equity and Venture Capital Tax Practice, focusing on management companies, investment advisers, and operating partnerships. This role involves leading federal, state, and local tax compliance and advisory engagements, serving as a trusted advisor on complex partnership and SALT matters. Responsibilities include reviewing tax returns, advising on various partnership tax issues, leading multistate tax consulting, managing PTET elections, and conducting tax research. The position also requires client interaction, proactive tax planning, staff mentorship, and engagement management. A CPA or Enrolled Agent and 5+ years of public accounting experience with a strong background in partnership taxation are preferred.

Job Description

We are seeking a Tax Manager to join our Private Equity and Venture Capital Tax Practice, focused on management companies, investment advisers, and operating partnerships. This role will lead federal, state, and local tax compliance and advisory engagements while serving as a trusted advisor to clients on complex partnership and SALT matters.

Key Responsibilities:

Review and manage federal, state, and local tax returns for management companies, investment advisers, and operating partnerships.

Advise clients on management fee income, expense allocations, partner compensation, guaranteed payments, and partnership tax matters.

Lead multistate tax consulting projects, including nexus, market-based sourcing, apportionment, and state filing requirements.

Manage PTET elections, compliance, estimated payments, and related planning opportunities.

Research and resolve complex federal and state tax issues.

Serve as a primary client contact and provide proactive tax planning throughout the year.

Mentor staff, review work product, and manage engagement timelines and budgets.

Required Qualifications:

CPA or Enrolled Agent preferred.

5+ years of public accounting experience.

Strong background in partnership taxation and pass-through entities.

Experience with management companies, investment advisers, or alternative asset management clients.

Knowledge of multistate taxation, market-based sourcing, PTET, and SALT issues.

Strong client service, communication, and leadership skills.

Stand-Out Qualifications:

Private equity and venture capital management company structures.

State tax consulting and planning.

GoSystem, CCH Axcess, or similar tax compliance software.

Benefits:

Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options

Comprehensive disability/maternity and paternity plans

401K

Flexible Vacation Plan

Sick Time Accrual Plan

Standard holidays along with year-end office closure

A flexible work environment for all employees

Ready to apply?

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