Tax Manager - Alternative Investment Funds

Andersen; Foster City (CA); On-site; USD 125,000 - 201,900; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

200 hours of paid time off annually

Job summary

Andersen is seeking a Manager for their Alternative Investment Funds practice in California. This role involves overseeing tax projects and consulting for clients such as private equity and hedge funds. Candidates should have 4+ years in an accounting firm with Alternative Fund experience.

The position offers a competitive salary range of $125,000 - $201,900 and a comprehensive benefits package including medical, dental, and generous paid time off.

Qualifications

• 4+ years relevant work experience in an accounting firm focusing on Alternative Funds.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.

Responsibilities

• Conduct reviews of complex federal and state tax returns.
• Maintain client communication to ensure satisfaction and compliance.
• Engage in business development activities.
• Supervise and mentor junior staff.

Skills

Tax consulting

Client management

Problem-solving skills

Technology proficiency

Education

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

Advanced credential for IRS representation (e.g., CPA or JD)

Job description

The Role

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

Managers Can Expect To

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

The Requirements

• 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience;
• Bachelor’s and/or advanced degree; Accounting, Finance, 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 the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work;
• Strong problem-solving skills with a growth mindset; and
• Proficient use of technology.

Compensation and Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Salary Range: For individuals hired to work in San Francisco, the expected salary range for this role is $125,000 - $201,900. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 200 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

Equal Employment Opportunity

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 (e.g., H-1B status).

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.