Tax Manager POST NUMBER: 428332
Tax Manager
Our client, a private equity investment firm, is seeking a Tax Manager to join their finance team. This role is responsible for managing the tax compliance for various funds and entities, offering significant exposure to different accounting and tax areas. Reporting to the Vice President of Tax, this role supports both regular tax compliance and strategic tax planning efforts. The position is hybrid, with team members currently working in the San Francisco office on Mondays, Tuesdays, and Thursdays.
Key Responsibilities
- Review federal and state tax filings prepared by advisors, including tax returns, Schedule K-1s, and withholding forms, across multiple fund groups.
- Collaborate with tax advisors to provide necessary documentation, prepare workpapers, and address relevant tax issues.
- Maintain the tax calendar, ensuring timely tax filings and payments.
- Respond to tax-related inquiries from limited partners and manage tax notices.
- Support the accounting and coordination of tax filings for intermediate entities related to portfolio companies.
- Assist with capital account maintenance, annual financial reporting, and preparation of capital call and distribution schedules.
- Compile and analyze data for ad-hoc requests and support tax planning activities.
Requirements
- 6-9 years of experience in asset management taxation, with expertise in partnership allocations and Schedule K-1s.
- Bachelor’s degree in Accounting or Tax; experience with Big 4 firms and state/local tax exposure preferred.
- Strong analytical skills and ability to handle large datasets.
- Excellent communication skills and attention to detail.
- Proficiency in Microsoft Office, especially Excel, with the ability to adapt to accounting software.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
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By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
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Pay Transparency Notice
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.