Tax Manager, Private Equity

apartmentRobert Half placeSan Francisco calendar_month 

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

Title: Tax Manager
Location: San Francisco; Hybrid (3 days a week - Monday, Tuesday, Thursday)
Salary: $150-175k + Bonus

About the Company: This private equity entity handles a multibillion-dollar portfolio and is an expert in diverse investment.

Key Responsibilities:

  • Review of federal and state tax filings prepared by tax advisors including tax returns, Schedule K-1’s, and withholding forms.
  • Work with the tax advisors’ teams to provide requested information and prepare supporting work papers.
  • Maintain the tax calendar and oversee the timeliness of all deliverables and tax payments.
  • Assist with addressing tax-related requests and questions from limited partners.
  • Help maintain capital accounts and complete annual financial reporting statements for the General Partner and affiliated entities.
  • Qualifications:
  • 6 - 9 years of relevant experience in asset management taxation, including partnership allocations, Schedule K-1 and tax return preparation.
  • Four-year bachelor's degree or greater with a concentration in accounting or tax.
  • Exceptional personal integrity, honesty, and professionalism.
  • Understanding of accounting and ability to use/learn accounting software.
  • Proficiency with Microsoft Office tools (Excel, Word, etc.) and strong technology skills.

Unique Selling Points:

  • Opportunity to work in a fast-paced environment with exposure to various accounting areas.
  • Opportunity for continuous learning and taking on various projects.

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

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