Partnership Tax Manager

We are partnered with a leading asset management firm seeking a Partnership Tax Manager. This individual will play a key role in supporting the tax compliance, reporting, and planning functions across a diverse portfolio of investment funds and management entities. The ideal candidate will have strong partnership tax experience, a solid understanding of alternative investments, and the ability to collaborate with internal stakeholders and external advisors in a fast-paced environment.

Responsibilities

• Manage the U.S. partnership tax compliance process for investment funds, management companies, and related entities.


• Review federal, state, and local partnership tax returns (Forms 1065) and investor Schedule K-1s prepared by external service providers.


• Coordinate quarterly tax estimates, extensions, and annual filings across multiple investment vehicles.


• Review partnership allocations, capital account reporting, and waterfall calculations.


• Partner with fund accounting, finance, legal, and investor relations teams to ensure accurate tax reporting and investor communications.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.


• CPA or Master's in Taxation preferred.


• 5–10 years of partnership tax experience within public accounting, an alternative asset manager, family office, or private equity firm.


• Strong technical knowledge of Subchapter K partnership taxation.


• Experience reviewing Forms 1065 and Schedule K-1 reporting.


• Familiarity with private equity, hedge funds, credit funds, real estate funds, or other alternative investment structures.


• Experience working with external tax preparers and managing multiple filing deadlines.


• Excellent analytical, organizational, and communication skills.


• Ability to prioritize competing deadlines in a fast-paced environment.


• Advanced proficiency in Microsoft Excel.

For more information regarding this position or other tax opportunities, feel free to reach out to fiona.miles@jcwgroup.com.