Senior Tax Manager: High Net Worth & Investments

PS Business Management LLC; Nashville (TN); Sur place; USD 150 000 - 180 000; Plein temps

Résumé du poste

PS Business Management LLC in Nashville seeks an experienced Tax Manager specializing in high-net-worth individuals, partnerships, and investment entities. You will oversee complex tax engagements and review work for accuracy.

The role requires CPA, 7+ years of progressive tax experience, and the ability to mentor staff while communicating with clients and advisors. Salary ranges from $150,000 to $180,000 per year.

Qualifications

• 7+ years of progressive tax experience in public accounting or tax practice.
• Bachelor’s degree in accounting, finance, or related field.
• CPA license required.
• Experience with high-net-worth individuals, investments, and family offices.
• Proven ability to analyze investment structures and GAAP-to-tax adjustments.
• Strong written and verbal communication skills.

Responsabilités

• Review tax returns prepared by staff for technical accuracy, completeness, and compliance with applicable tax laws.
• Analyze and interpret Schedule K-1s from investment partnerships, private equity funds, hedge funds, real estate partnerships, and other investment entities.
• Review complex partnership allocations, capital accounts, outside basis, distributions, debt allocations, and other partnership tax matters.
• Analyze investment activity and its tax consequences, including gains and losses, carried interests, interest-tracing, partnership investments, passive activities, and other investment-related transactions.
• Review GAAP financial statements, trial balances, general ledgers, and supporting schedules to identify tax adjustments and ensure accurate tax reporting.
• Perform detailed financial statement analysis and reconcile book income to taxable income.
• Analyze balance sheets, income statements, cash flow information, and other financial data in connection with tax return preparation and planning.
• Review and analyze contracts, operating agreements, partnership agreements, purchase agreements, and other legal documents to identify tax consequences and reporting requirements.
• Manage multiple engagements and deadlines while maintaining a high level of quality and attention to detail.
• Communicate directly with clients, investment advisors, attorneys, financial professionals, and other advisors, as necessary.
• Special Projects as assigned.
• Assist with tax notices, audits, examinations, and other federal and state tax matters.
• Mentor and provide technical guidance to less experienced tax professionals.

Connaissances

High-net-worth tax

Investment taxation

GAAP analysis

Financial statement analysis

Staff mentoring

Client communication

Formation

Bachelor’s degree in accounting, Finance, or related field

Description du poste

PS Business Management LLC in Nashville seeks an experienced Tax Manager specializing in high-net-worth individuals, partnerships, and investment entities. You will oversee complex tax engagements and review work for accuracy.

The role requires CPA, 7+ years of progressive tax experience, and the ability to mentor staff while communicating with clients and advisors. Salary ranges from $150,000 to $180,000 per year.