Tax Manager for HNW Athletes & Entertainment

Navigate Search; New Orleans (LA); On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Job summary

Navigate Search is seeking an experienced Tax Manager to support high-net-worth athlete and entertainment clients, focusing on complex tax compliance, partnership taxation, and investment structures. This role emphasizes collaboration with advisors and attorneys to optimize tax planning for sophisticated clients.

The ideal candidate has CPA licensure, 7+ years in relevant tax roles, and strong book-to-tax analysis skills, with the ability to work independently and manage multiple projects.

Qualifications

• 7+ years of progressive tax experience in public accounting, family office, or business management.
• CPA license is required.
• Strong experience with high-net-worth individual and partnership taxation.
• Experience reviewing investment partnership K-1s and complex investment structures.
• Strong financial statement analysis with book-to-tax reconciliations.
• Experience with trusts, estates, gift taxation, and multistate tax matters.
• Ability to analyze complex financial and legal documents.
• Strong analytical, organizational, and communication skills.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Manage and review complex tax compliance for high-net-worth clients and related investment entities, trusts, and family office structures.
• Review Schedule K-1s from private equity funds, hedge funds, real estate partnerships, and other investment entities.
• Analyze partnership allocations, capital accounts, basis, distributions, debt allocations, and investment-related tax matters.
• Review investment activity, including capital gains and losses, carried interest, passive activities, and other complex transactions.
• Analyze financial statements, trial balances, and general ledgers to identify tax adjustments and reconcile book income to taxable income.
• Review partnership agreements, operating agreements, and other financial and legal documents to determine tax implications.
• Collaborate with investment advisors, attorneys, and other financial professionals on tax planning and compliance matters.
• Provide technical guidance and review work prepared by junior tax professionals.
• Assist with tax notices, audits, examinations, and special projects as needed.

Skills

Tax compliance

HNW taxation

Partnership taxation

Investment entities

Financial statement analysis

Tax planning

Independence

Analytical skills

Communication

Education

CPA license

Job description

Navigate Search is seeking an experienced Tax Manager to support high-net-worth athlete and entertainment clients, focusing on complex tax compliance, partnership taxation, and investment structures. This role emphasizes collaboration with advisors and attorneys to optimize tax planning for sophisticated clients.

The ideal candidate has CPA licensure, 7+ years in relevant tax roles, and strong book-to-tax analysis skills, with the ability to work independently and manage multiple projects.