Tax Manager

Firm Tax Compliance & Reporting:

• Manage and oversee all federal, state, and local tax compliance activities for the firm and affiliated entities.
• Coordinate preparation and filing of partnership tax returns, corporate returns, and any related informational filings through outside tax preparers as applicable.
• Prepare and review workpapers, tax schedules, and supporting documentation for annual tax return preparation.
• Manage all tax calendars and ensure timely filing of all required returns and payments.
• Coordinate extensions, estimated payments, and tax elections.

• Monitor changes in federal, state, and local tax laws affecting the firm.

   

Partnership & Partner Tax Support:

• Maintain partner capital account records and related tax basis schedules.
• Coordinate partner allocations, guaranteed payments, distributions, and related tax reporting.
• Prepare partner tax packages and supporting schedules.
• Coordinate annual Schedule K-1 processes and partner communications.
• Assist partners with tax-related questions regarding firm compensation, distributions, retirement plans, and withholdings.
• Manage state composite filings, withholding requirements, and nexus issues.
• Coordinate onboarding and offboarding tax matters for incoming and departing partners.

State & Local Tax (SALT):

• Manage multi-state tax compliance for the firm and partners.
• Manage state withholding and pass-through entity tax elections.
• Monitor apportionment, nexus, and filing requirements across jurisdictions.
• Coordinate state registrations, annual reports, and business tax filings.
• Prepare personal property tax returns for all jurisdictions the firm must file in.
• Oversee sales and use tax matters.

Tax Planning & Advisory:

• Assist firm leadership with tax planning initiatives and entity structure considerations.
• Analyze tax implications of compensation models, partner admissions, retirements, and firm transactions.
• Support budgeting and forecasting related to tax liabilities and partner distributions.
• Research tax issues and prepare memoranda or recommendations as needed.
• Serve as internal resource on tax-related operational matters.

Audits & Regulatory Matters:

• Coordinate responses to federal, state, and local tax notices.
• Manage tax audits and examinations.
• Liaise with outside tax advisors, auditors, and regulatory agencies.
• Maintain organized tax records and documentation to support compliance and audit readiness.

Accounting & Financial Collaboration:

• Collaborate with Accounting and Finance teams to ensure accurate tax-related general ledger activity.
• Review tax accruals, deferred items, and financial statement disclosures as applicable.
• Reconcile tax accounts and ensure proper recording of tax-related journal entries.
• Assist with monthly, quarterly, and year-end close processes involving tax matters.

Process Improvement & Systems:

• Develop and improve tax processes, controls, and documentation.
• Maintain tax-related policies and procedures.
• Evaluate tax technology, reporting tools, and process automation opportunities.
• Ensure integrity and confidentiality of sensitive financial and partner information.

• Bachelor’s degree in Accounting, Finance, or related field required.
• CPA required; Master of Taxation or JD/LLM in Taxation is a plus.
• 5+ years of tax experience, preferably including partnership taxation and professional services firms.
• Strong knowledge of:
• ◦ Partnership taxation
• ◦ Multi-state taxation
• ◦ Pass-through entity taxation
• ◦ Partner compensation structures
• ◦ Federal and state compliance requirements
• Advanced Excel proficiency.

• Strong analytical and problem-solving skills
• High attention to detail and accuracy
• Ability to manage multiple deadlines and priorities
• Strong communication and interpersonal skills
• Ability to work independently with minimal supervision
• Strong judgment and confidentiality
• Process-oriented with continuous improvement mindset