Tax Senior Manager - Asset Management

ABOUT THE ROLE

A growing public accounting and advisory firm is seeking a Tax Manager or Senior Tax Manager to join its Asset Management Tax practice. This role will focus on partnership taxation for investment funds and alternative asset managers, providing exposure to complex fund structures, partnership allocations, and tax planning initiatives. The ideal candidate will have experience serving private equity, hedge fund, private credit, or other investment partnership clients and be comfortable reviewing partnership returns, managing client relationships, and mentoring junior staff. This is an excellent opportunity for a tax professional looking to continue building expertise within the asset management space while working closely with leadership in a growing practice.

RESPONSIBILITIES

• Review and prepare partnership tax returns (Form 1065) and related K-1 reporting.
• Serve asset management clients including private equity funds, hedge funds, private credit funds, and investment partnerships.
• Interpret partnership agreements and complex allocation methodologies.
• Support tax planning, structuring, and compliance matters for funds and management companies.
• Research technical partnership tax issues and provide practical recommendations.
• Manage client relationships and serve as a trusted advisor on tax matters.
• Review work prepared by staff and provide coaching, mentorship, and technical guidance.
• Coordinate tax engagements to ensure timely and accurate deliverables.
• Stay current on partnership tax developments and industry trends impacting investment funds.
• Support practice growth initiatives and business development opportunities.

QUALIFICATIONS

• Bachelor's degree in Accounting, Tax, Finance, or related field.
• CPA or MST preferred.
• 5 8+ years of public accounting tax experience.
• Strong experience with partnership taxation and Form 1065 preparation/review.
• Asset management tax experience required.
• Experience serving private equity, hedge fund, private credit, or investment fund clients.
• Strong understanding of partnership allocations, waterfalls, and fund structures.
• Prior experience reviewing returns and mentoring staff.
• Excellent client-facing and communication skills.
• Strong technical research and analytical abilities.