Tax Manager

Job Description

• Prepare, review, and sign federal and state tax returns including Forms 1040, 1065, 1120S, and 1120
• Lead partnership tax compliance for private equity and hedge fund structures
• Review and analyze K-1 allocations, capital accounts, basis calculations, and investor reporting
• Deliver year-round tax planning and strategic advisory services to investment and business clients
• Review staff-prepared work for technical accuracy and compliance quality
• Mentor, manage, and develop junior tax and accounting professionals — guiding workflow, providing technical coaching, and delivering performance feedback
• Handle IRS and state notices and manage client correspondence
• Serve as a trusted primary contact for all client tax matters
• Uphold CPA professional standards and internal firm policies

Qualifications

• Active CPA license or EA designation (required)
• Willingness and ability to sign tax returns
• 5+ years of tax experience in public accounting
• Strong knowledge of partnership taxation, small business, and individual tax
• Experience with private equity, hedge funds, or investment partnerships
• Spanish fluency (required)
• Strong analytical, organizational, and client-service skills
• Ability to independently manage multiple engagements and competing deadlines
• Preferred: experience with carried interest, waterfalls, blocker entities, and complex allocations
• Preferred: familiarity with multi-state and investor reporting
• Preferred: proficiency in UltraTax, Lacerte, ProSeries, or Drake

Why You Will Love Working Here

This is a role for someone who wants more than a job — it's for a tax professional who's ready to own a book of work, mentor a team, and grow with a firm that's going places. You'll work alongside sharp, experienced colleagues in a culture built on trust, expertise, and genuine client partnership. Leadership is accessible, your voice matters, and the path forward — including Partnership — is real and within reach.

JPC-1192

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance