Tax Specialist

Parsonex Enterprises is seeking a resourceful, detail-oriented Tax Specialist to own tax work across our family of affiliated entities, private funds, and select wealth management clients. This is a hands-on role for a tax professional who wants variety, real ownership, and the opportunity to deepen their expertise in partnership taxation and advanced planning strategies at a fast-growing, multi-entity financial services firm. Reporting to the Director of Finance & Accounting, this role handles tax preparation, planning, and compliance for Parsonex Enterprises and its affiliates; prepares returns for a range of private funds; and partners with our RIA and Wealth Management team on client tax planning. The role also works alongside our Technology team to build proprietary, AI-enabled tax systems that make the work more efficient and scalable. Primary Functions Prepare and file federal and state partnership returns and investor K-1s for a range of private funds, including Qualified Opportunity Zone Funds with diverse holdings, Special Situations Funds with unique investment strategies, and private funds holding public securities. Track partner capital accounts, allocations, and basis, and support fund-level tax planning and year-end reporting. Corporate tax Manage tax preparation, planning, and compliance for Parsonex Enterprises and its affiliates, including federal, state, and local filings. Research and implement tax strategies that improve tax efficiency and maintain regulatory compliance. Monitor changes in tax law and regulation and assess their impact on the firm, its funds, and its clients. Wealth management client support Collaborate with the RIA and Wealth Management team to provide tax planning, advice, and filing for select high-net-worth clients as part of their broader financial plans. Prepare and review individual returns and support clients on the tax consequences of investment, private equity, and estate planning decisions. Partner with the Technology team to design and refine proprietary AI/ML systems for tax processes. Contribute to scalable, efficient tax workflows and documentation that support the organization’s growth. Finance team collaboration Support broader accounting initiatives, including annual 1099 filings, audit preparation, and account reconciliations. Serve as a knowledgeable internal resource for tax-related questions and strategic planning across the company. Qualifications Bachelor’s degree in Accounting, Finance, or a related field. CPA license, or significant progress toward it, strongly preferred. 3–7 years of experience in private fund tax, partnership taxation, corporate tax compliance, or wealth management tax planning; public accounting experience is a plus. Working knowledge of partnership tax (Subchapter K), including capital accounts, allocations, and K-1 reporting. Experience with professional tax software and cloud accounting platforms; CCH & QuickBooks Online experience is a plus. Interest in leveraging technology and contributing to process improvement. Skills & Attributes Strong analytical and research skills with a resourceful, problem-solving mindset. Exceptional attention to detail and the organization to manage multiple entities, deadlines, and extensions at once. A strong work ethic and a desire to take ownership of work from start to finish. Clear communication skills, with the ability to explain tax concepts to colleagues, advisors, and clients. Commitment to confidentiality and integrity in handling sensitive financial information. A collaborative team player who thrives on variety and challenge in a fast-paced environment. We Offer Diverse, high-impact tax work spanning private funds, corporate tax, and wealth management clients. The opportunity to help build cutting-edge proprietary AI/ML tax systems. Comprehensive benefits package, including health insurance and 401(k). Professional development and a clear path for career advancement. A dynamic, supportive, and collaborative work environment. Join Parsonex Enterprises, Inc. and take ownership of a tax function central to our firm’s growth. If you are a tax professional ready for variety, challenge, and real responsibility, we want to hear from you. #J-18808-Ljbffr