Tax Manager, Funds

JCW Group; Connecticut; On-site; USD 90,000 - 120,000; Full time

Job summary

A financial services firm in Connecticut is seeking a Partnership Tax Manager to oversee tax matters for hedge funds, private equity, and credit vehicles. The ideal candidate should hold a Bachelor’s degree in Accounting, have over 5 years of partnership tax experience, and possess strong communication skills. CPA certification is strongly preferred. This role requires managing multiple deadlines and working with external service providers, ensuring accurate tax compliance and planning initiatives.

Qualifications

• 5+ years of partnership tax experience focused on asset management clients.
• Experience supporting hedge funds, private equity, and/or credit funds required.
• Mix of public accounting and in-house experience preferred.

Responsibilities

• Manage partnership tax matters for hedge funds, private equity funds, and credit vehicles.
• Review federal, state, and local partnership tax returns and related Schedule K-1s.
• Coordinate with external service providers, including Big Four accounting firms.

Skills

Partnership tax experience

Strong communication skills

Attention to detail

Ability to manage multiple deadlines

Education

Bachelor’s degree in Accounting or related field

CPA

Job description

Location: Fairfield County, CT - On-Site

Responsibilities

• Manage partnership tax matters for hedge funds, private equity funds, and credit vehicles
• Review federal, state, and local partnership tax returns (Forms 1065) and related Schedule K-1s
• Oversee tax compliance for management companies and related entities
• Coordinate with external service providers, including Big Four accounting firms
• Review and analyze K-1 allocations and investor reporting
• Assist with tax planning initiatives related to fund structures, new products, and transactions

Qualifications

• Bachelor’s degree in Accounting or related field
• CPA strongly preferred
• 5+ years of partnership tax experience focused on asset management clients
• Experience supporting hedge funds, private equity, and/or credit funds required
• Mix of public accounting and in-house experience preferred; Big Four background strongly considered
• Strong technical knowledge of partnership taxation
• Excellent attention to detail and ability to manage multiple deadlines
• Strong communication skills and ability to work cross-functionally

For more information regarding this position or other tax opportunities, please reach out to [e-mail].