Tax Manager – Partnership

About the Role

We’re seeking an experienced Tax Manager to lead partnership tax compliance and planning within a collaborative client-office environment. This role supports complex investment structures and works closely with internal professionals and outside advisors to deliver accurate, coordinated tax reporting for partnerships and their owners.

As part of a small, experienced tax team, this position will oversee sophisticated partnership matters, including investment partnerships, partnership allocations, and Section 704(c) considerations. It is an excellent opportunity for a tax professional who values technical depth, thoughtful collaboration, discretion, and a sustainable pace while serving multigenerational clients.

Key Responsibilities

• Lead the preparation, review, and oversight of federal and state partnership tax returns and related filings
• Analyze and review partnership allocations, including capital account maintenance and the tax consequences of complex investment activity
• Apply and document Section 704(c) principles, including allocation methods, built-in gain or loss considerations, and related partner reporting
• Support tax compliance and planning for investment partnerships, closely held entities, and other complex partnership structures
• Review Schedules K-1 and coordinate the timely collection and delivery of tax information
• Research partnership tax issues and clearly communicate conclusions to internal stakeholders and outside advisors
• Monitor deadlines, estimates, extensions, and filings while maintaining high standards of accuracy and documentation
• Contribute to process improvements and best practices within the client-office tax function

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; advanced tax degree a plus
• CPA preferred
• 5+ years of partnership tax compliance and consulting experience, ideally in public accounting, private wealth, investment management, or a client-office environment
• Demonstrated experience with investment partnerships, partnership allocations, and Section 704(c)
• Strong understanding of Subchapter K, partner capital accounts, Schedules K-1, and federal and state partnership tax reporting
• Excellent analytical, research, and problem-solving skills
• Strong communication skills and the ability to collaborate effectively across disciplines
• Professional presence, sound judgment, and a demonstrated commitment to confidentiality and discretion

Why This Role

• Join a stable, relationship-driven client office focused on long-term stewardship and trusted partnerships
• Take ownership of sophisticated partnership tax matters while working directly with an experienced, collaborative team
• Apply deep technical expertise to investment structures in an environment that values quality, continuity, and sustainable pacing
• Enjoy a flexible hybrid schedule and the opportunity to influence processes and technology-enabled improvements