Senior Tax Manager - Alternative Investment Funds

Andersen; Foster City (CA); On-site; USD 160,000 - 253,900; Full time

Benefits offered by this job

Medical, dental, vision, and life insurance

401(k) plan

Paid time off starting at 200 hours annually

12 paid holidays

Job summary

Andersen is looking for a Senior Manager in the Alternative Investment Funds practice to oversee and complete tax projects while providing innovative tax planning and consulting to various clients, including hedge funds and private equity.

The ideal candidate should have over 6 years of relevant experience and advanced credentials such as a CPA or JD. This role offers a competitive salary range of $160,000 to $253,900 along with a comprehensive benefits package.

Qualifications

• 6+ years relevant work experience in an accounting firm, with at least 5 years in Alternative Investment Funds.
• Self-starter with initiative; able to work in fast-paced environment.
• Proficient use of technology.

Responsibilities

• Engage in business development activities and prepare proposals.
• Maintain client communication and ensure satisfaction.
• Conduct review of complex federal and state tax returns.
• Supervise and mentor team members.

Skills

Business development

Client communication

Tax return review

Supervisory skills

Technology proficiency

Education

Bachelor’s degree in Accounting, Economics, or related field

Advanced credential (CPA or JD)

Job description

Senior Manager – Alternative Investment Funds

Senior Managers in the Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds, and venture capital.

Key Responsibilities

• Engage in business development activities (e.g., prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients).
• Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively.
• Conduct primary and secondary review of complex federal and state tax returns.
• Supervise, train, mentor and evaluate the performance of Seniors, Associates, and Interns.

Qualifications

• 6+ years relevant work experience in an accounting firm, with at least 5 years of Alternative Investment Fund experience (preferably venture capital or private equity funds).
• Bachelor’s and/or advanced degree – Accounting, Economics, or related degree preferred.
• Advanced credential allowing for client representation before the Internal Revenue Service required (i.e., CPA or JD).
• Self‑starter with initiative to seek out opportunities and ability to work successfully in a fast‑paced, high‑pressure environment.
• Proficient use of technology.

Compensation and Benefits

Our firm offers competitive base compensation, benefits package, and a discretionary employee bonus program for eligible employees based on individual and firm performance metrics per the defined program guidelines. For individuals hired to work in California, the expected salary range for this role is $160,000 to $253,900; the actual salary offer can vary based on employee qualifications.

Benefits: Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees can enroll in our firm’s 401(k) plan upon hire. We offer paid time off, beginning at 200 hours annually and 12 paid holidays.

Equal Opportunity Employer

Applicants must be currently authorized to work in the United States on a full‑time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future.

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.