Tax Manager

Audax Group; Boston (MA); On-site; USD 112,500 - 185,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Paid time off

401(k)

Job summary

A leading investment management firm is seeking a Tax Manager in Boston. This role involves managing partnership tax duties, reviewing tax workpapers, and coordinating with CPA firms. Candidates should have 5–8 years of experience in partnership tax, a CPA certification, and proficiency in Excel. The firm offers a competitive salary range of $112,500 to $185,000, along with comprehensive benefits including health insurance and a 401(k). This role is a full-time position at a mid-senior level in the finance function.

Qualifications

• 5–8 years of partnership tax experience, including Big 4 and industry experience.
• CPA certification is required.
• Strong Excel skills and excellent communication abilities.

Responsibilities

• Review and sign-off of tax workpapers and returns.
• Coordinate with CPA firms on state risk analysis.
• Manage outsourced CPA team and support investor distributions.

Skills

Partnership tax experience

Proficiency in Excel

Interpersonal and communication skills

Attention to detail

Multi-tasking ability

Education

CPA certification

5–8 years of tax experience

Job description

Tax Manager – Audax Group

Join to apply for the Tax Manager role at Audax Group.

This range is provided by Audax Group. Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.

Base pay range

$112,500.00/yr – $185,000.00/yr

Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital.

For more information, visit the Audax Group website www.audaxgroup.com or follow us on LinkedIn.

Position Summary

The Tax Manager will be a key member of the growing Tax Team. Experience in partnership tax is required, with particular knowledge of alternative investments. The Tax Manager must be able to coordinate and manage several projects at the same time.

Responsibilities

• Review and sign-off of tax workpapers and tax returns for funds, GP and Co-Invest entities
• Review and sign-off of state risk analysis workpaper prepared by CPA firms
• Assist with review and sign-off of portfolio holding company partnership tax returns
• Review and sign-off of quarterly and annual tax estimate workpapers for funds, GP and Co-Invest entities
• Oversee and manage outsourced CPA team
• Support distributions to investors by identifying tax withholding requirements
• Help maintain partner information used for K1 reporting and withholding calculations
• Update and monitor various project trackers
• Collect and review documentation to support tax return filings and calculations
• Analyze legal documents such as operating agreements to determine tax implications of contributions, distributions, tax allocations, and other reporting items
• Respond to investor questions on tax reporting
• Ad hoc projects as needed

Requirements / Qualifications

• 5–8 years of partnership tax, with a blend of Big 4 and industry experience
• CPA required
• Knowledge of individual, corporate, foreign tax reporting, and/or state tax helpful
• Proficiency in Excel
• Excellent interpersonal and communication skills
• Team player, attention to detail, and proven ability to multi‑task

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

For Massachusetts: The base salary range for this position is $112,500 – $185,000. The base salary range represents the estimated low and high end for this position at the time of this posting.

Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance.

Benefits

Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits.

Seniority Level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance

Industries: Venture Capital and Private Equity Principals