TAX MANAGER – HIGH NET WORTH & INVESTMENTS

PS Business Management; New Orleans (LA); On-site; USD 150,000 - 180,000; Full time

Job summary

PS Business Management LLC is seeking an experienced Tax Manager specializing in high-net-worth individuals, partnerships, and investment entities. The role emphasizes technical tax analysis, independent work, and leading complex engagements with review of staff work.

The candidate should have CPA credentials, 7+ years of progressive tax experience, and strong familiarity with K-1s, GAAP-to-tax adjustments, and investment structures.

Qualifications

• 7+ years of progressive tax experience in relevant environments.
• CPA license is required.
• Strong knowledge of high-net-worth individual taxation and investments.
• Experience reviewing complex individual and partnership tax returns.
• Ability to analyze financial statements and investment structures.
• Familiarity with partnership agreements and related contracts for tax purposes.

Responsibilities

• Review tax returns for accuracy, completeness, and compliance.
• Analyze K-1s from investment partnerships and funds.
• Review complex partnership allocations, capital accounts, outside basis, and debt allocations.
• Analyze investment activity and tax consequences including gains/losses and carried interests.
• Review GAAP financial statements to identify tax adjustments and reporting.
• Mentor staff and manage multiple engagements with deadlines.
• Communicate with clients, investment advisors, and other professionals.

Skills

Tax experience

Communication skills

Engagement management

GAAP reconciliation

Investment tax expertise

Education

Bachelor’s degree

CPA license

Job description

Tax Manager – High Net Worth & Investments

We are seeking an experienced Tax Manager with strong technical expertise in high-net-worth individual taxation, partnership taxation, investment entities, and financial statement analysis. The ideal candidate will have significant experience managing complex tax compliance engagements and the ability to analyze financial information, investment structures, partnership agreements, and contractual arrangements to identify tax implications and opportunities.

This position requires a highly analytical tax professional who can work independently, manage complex engagements, and review work performed by others.

Key Responsibilities

• Review tax returns prepared by staff for technical accuracy, completeness, and compliance with applicable tax laws.
• Analyze and interpret Schedule K-1s from investment partnerships, private equity funds, hedge funds, real estate partnerships, and other investment entities.
• Review complex partnership allocations, capital accounts, outside basis, distributions, debt allocations, and other partnership tax matters.
• Analyze investment activity and its tax consequences, including gains and losses, carried interests, interest-tracing, partnership investments, passive activities, and other investment-related transactions.
• Review GAAP financial statements, trial balances, general ledgers, and supporting schedules to identify tax adjustments and ensure accurate tax reporting.
• Perform detailed financial statement analysis and reconcile book income to taxable income.
• Analyze balance sheets, income statements, cash flow information, and other financial data in connection with tax return preparation and planning.
• Review and analyze contracts, operating agreements, partnership agreements, purchase agreements, and other legal documents to identify tax consequences and reporting requirements.
• Manage multiple engagements and deadlines while maintaining a high level of quality and attention to detail.
• Communicate directly with clients, investment advisors, attorneys, financial professionals, and other advisors, as necessary.
• Special Projects as assigned.
• Assist with tax notices, audits, examinations, and other federal and state tax matters.
• Mentor and provide technical guidance to less experienced tax professionals.

Required Qualifications

• 7+ years of progressive tax experience.
• Bachelor’s degree in accounting, Finance, or a related field.
• CPA license required.
• Significant experience in public accounting, tax compliance, or a similar professional tax environment.
• Strong experience with high-net-worth individual taxation, investments taxation and family offices.
• Demonstrated experience preparing and/or reviewing complex individual and partnership tax returns.
• Strong understanding of investment partnership Schedule K-1s and related tax reporting.
• Experience analyzing financial statements and reconciling GAAP financial information to tax reporting.
• Experience with trust, estate, and gift tax matters.
• Ability to understand and analyze complex financial and legal documents, including partnership agreements, operating agreements, investment documents, and contracts.
• Excellent analytical, organizational, and problem-solving skills.
• Ability to manage multiple complex engagements with minimal supervision.
• Strong written and verbal communication skills.

Salary: $150k – $180k commensurate with experience