Partnership Tax Manager

JCW Group; New York (NY); Presencial; USD 120.000 - 180.000; Tempo integral

Resumo da vaga

JCW Group partnered with a leading asset management firm to seek a Partnership Tax Manager to support tax compliance, reporting and planning across funds and management entities.

The role focuses on U.S. partnership tax compliance, reviewing Form 1065 and Schedule K-1s, coordinating estimates and filings, and ensuring accurate allocations and capital reporting while working with cross-functional teams in a fast-paced environment.

Qualificações

• Bachelor's degree in Accounting, Finance, or related field.
• 5–10 years of partnership tax experience.
• CPA or Master's in Taxation preferred.
• Experience with Forms 1065 and Schedule K-1.
• Knowledge of Subchapter K and alternative investments.

Responsabilidades

• Manage the U.S. partnership tax compliance process for investment funds and related entities.
• Review Forms 1065 and investor Schedule K-1s.
• Coordinate quarterly tax estimates, extensions, and annual filings.
• Review partnership allocations and capital account reporting.
• Collaborate with fund accounting, finance, legal, and investor relations.

Conhecimentos

Partnership tax experience

Analytical skills

Communication skills

Organization skills

Excel proficiency

Formação

Bachelor's degree in Accounting, Finance, or related field

CPA or Master's in Taxation preferred

Ferramentas

Excel

Tax research software

Descrição da vaga

We are partnered with a leading asset management firm seeking a Partnership Tax Manager. This individual will play a key role in supporting the tax compliance, reporting, and planning functions across a diverse portfolio of investment funds and management entities. The ideal candidate will have strong partnership tax experience, a solid understanding of alternative investments, and the ability to collaborate with internal stakeholders and external advisors in a fast-paced environment.

Responsibilities

• Manage the U.S. partnership tax compliance process for investment funds, management companies, and related entities.
• Review federal, state, and local partnership tax returns (Forms 1065) and investor Schedule K-1s prepared by external service providers.
• Coordinate quarterly tax estimates, extensions, and annual filings across multiple investment vehicles.
• Review partnership allocations, capital account reporting, and waterfall calculations.
• Partner with fund accounting, finance, legal, and investor relations teams to ensure accurate tax reporting and investor communications.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or Master's in Taxation preferred.
• 5–10 years of partnership tax experience within public accounting, an alternative asset manager, family office, or private equity firm.
• Strong technical knowledge of Subchapter K partnership taxation.
• Experience reviewing Forms 1065 and Schedule K-1 reporting.
• Familiarity with private equity, hedge funds, credit funds, real estate funds, or other alternative investment structures.
• Experience working with external tax preparers and managing multiple filing deadlines.
• Excellent analytical, organizational, and communication skills.
• Ability to prioritize competing deadlines in a fast-paced environment.
• Advanced proficiency in Microsoft Excel.