We are partnering with an established business management firm seeking an experienced Tax Manager to support HNW professional athlete and entertainment clients.
This is a great opportunity for someone looking to work with sophisticated HNW professional athlete and entertainment clients and grow their career outside of public accounting.
The ideal candidate will have a strong background in high-net-worth individual taxation, partnership taxation, investment entities, and financial statement analysis.
Key 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.
Qualifications:
- 7+ years of progressive tax experience, ideally within public accounting, family office, or business management.
- CPA license required.
- Strong experience with high-net-worth individual and partnership taxation.
- Experience reviewing investment partnership K-1s and understanding complex investment structures.
- Strong financial statement analysis skills, including 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.