Senior Tax Manager - Pass-through Entities

As an IPA top 100 firm, we are seeking to expand our team by welcoming remote talent. We offer competitive pay and flexible working hours, with an average workload of 50-55 hours during the busy season. We're a multi-disciplinary firm that offers accounting, tax, and advisory services. With over 60 years of experience, we provide industry-specific expertise, comprehensive service offerings, and client-centric results.

Our firm is consistently recognized as a "Best Places to Work" for our commitment to compensation, paid time off, work-life balance, culture and more. We're excited to offer summer hours: condensed work week Monday through Thursday with an early close on Friday.

Seeking an experienced Investment Management industry focused Tax Manager to join our tax team. This principal-track position with unlimited growth potential requires a motivated, experienced tax professional with strong interpersonal and management skills. A successful candidate should possess a deep knowledge of federal and state taxation.

Your role will focus on your technical expertise and your ability to deliver excellent quality client service...

• Manage and grow a portfolio of business clients, primarily S corporations and partnerships in the investment management industry working with hedge funds, private equity funds, venture capital funds, fund-of-funds, funds that invest in digital assets, registered investment advisors, and family offices.
• Familiarity with taxation of a variety of financial products including equity investments, debt instruments, derivatives, commodities, cryptocurrency, and digital assets.
• Plan, execute, and deliver innovative federal and state tax planning, consulting and compliance expertise to clients.

Experience Requirements

• CPA certification required with 6+ years tax experience
• Expertise in S corporations and partnerships, including partnership capital account maintenance and allocations
• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research
• Ability to attract and develop profitable, sustainable client relationships 
• A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines
• Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships