Tax Manager

Arrow Search Partners; Charlotte (NC); On-site; USD 120,000 - 160,000; Full time

Job summary

Arrow Search Partners in Charlotte, NC seeks a Tax Manager to oversee tax planning, reporting, liquidity, and partner-level financials, coordinating with external CPAs and internal teams.

The ideal candidate holds a Bachelor’s degree in accounting or finance, 6–8 years of tax experience (public accounting and/or family office), strong Excel skills, and comfort with technology. CPA or CFP is a plus; on-site role with a top-tier firm.

Qualifications

• Bachelor’s degree in accounting or finance required.
• 6–8 years of tax experience with a mix of public accounting and ultra-high net worth individuals or at a family office.
• Proficient Excel skills and comfortable with systems and technology.
• CPA or CFP a plus.

Responsibilities

• Review individual and partnership tax returns prepared by third party CPA firms
• Review books and records for partner owned investment vehicles
• Prepare and review quarterly income tax projections and estimated payment calculations for the partners and their family members
• Review and respond to tax notices
• Review of partner quarterly reporting packages including net worth reporting, investment balances, and liquidity forecasts
• Monitor liquidity and daily cash balances, instruct cash movements between accounts, fund capital calls, monitor distributions, and make cash reinvestment determinations
• Implement and maintain loan facilities and monitor covenant compliance
• Oversee various ad-hoc requests related to tax and financial planning

Skills

Excel

Tax knowledge

Financial reporting

Education

Bachelor’s degree in accounting or finance

Job description

About The Company

Our client is a global credit investment manager with over $40 billion in AUM, investing across public and private strategies, including a direct lending platform that provides customized financing solutions to middle-market companies across industries. The Tax Manager will oversee the tax, reporting, liquidity, and financial planning needs of the firm’s partners.

About The Company

Our client is a global credit investment manager with over $40 billion in AUM, investing across public and private strategies, including a direct lending platform that provides customized financing solutions to middle-market companies across industries. The Tax Manager will oversee the tax, reporting, liquidity, and financial planning needs of the firm’s partners.

Responsibilities

• Review individual and partnership tax returns prepared by third party CPA firms
• Review books and records for partner owned investment vehicles
• Prepare and review quarterly income tax projections and estimated payment calculations for the partners and their family members
• Review and respond to tax notices
• Review of partner quarterly reporting packages including net worth reporting, investment balances, and liquidity forecasts
• Monitor liquidity and daily cash balances, instruct cash movements between accounts, fund capital calls, monitor distributions, and make cash reinvestment determinations
• Implement and maintain loan facilities and monitor covenant compliance
• Oversee various ad-hoc requests related to tax and financial planning

Requirements

• Bachelor’s degree in accounting or finance required
• 6-8 years of tax experience with a mix of public accounting and ultra-high net worth individuals or at a family office
• Proficient Excel skills and comfortable with systems and technology
• CPA or CFP a plus

Salary Range

$120,000-$160,000