Tax Manager Private Equity

Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our client, a leading private equity firm based in California, is at the forefront of high-growth technology and related industries. They offer specialized capital and expertise to propel companies onto the global stage and are an SEC-registered investment adviser managing billions of dollars.

You’ll play a crucial role to the Finance Team and report to the Director and CFO. This role is a HYBRID role that offers competitive pay and a comprehensive benefits package.

Responsibilities:

• Manage tax compliance for private equity funds and management company
• Ensure timely filing of federal, state, and local tax returns, FATCA/CRS, 1099s, sales tax, and other filings with external providers.
• Oversee investor tax certificates and coordinate with banks.
• Handle quarterly estimated tax payments and tax notices.
• Assist with tax communications and review allocations, adjustments, and distributions.
• Monitor tax provisions in fund agreements.
• Support tax planning for management companies.
• Work with deal teams on global structuring and holding company setups.
• Implement tax policies and improve processes through automation.
• Degree in Accounting preferred
• CPA is a plus
• 6+ years of accounting experience, with extensive experience in private equity/venture capital.
• Extensive investment management, Subchapter K partnership and international tax compliance knowledge .
• Experience with international investment tax is a plus
• Proven leadership abilities and interpersonal skills.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.