Tax Manager, State and Local Tax

Job Description

Job Description

We are seeking an experienced and technically sharp Tax Manager to join our in-house tax function. This role is the go-to subject matter expert for state and local tax matters across our portfolio of pass-through entities, including partnerships, S-corporations, and alternative investment structures. You will work closely with finance, legal, and business unit leaders to manage state tax compliance, minimize exposure, and shape strategy as the business grows and evolves.

What You'll Do

State & Local Tax Compliance and Reporting

Own the state and local income and franchise tax compliance process across a large portfolio of partnerships and S-corporations, including multi-tier fund structures, composite returns, pass-through entity tax returns (PTETs), withholding obligations, and nonresident owner reporting.

Manage state-level adjustments and modifications flowing from federal K-1s, including state-specific income sourcing, addbacks, and credits for pass-through investors.

Oversee nexus determinations and filing obligations across all entities and jurisdictions, including monitoring new exposure from fund activity, portfolio company transactions, or structural changes.

Coordinate with fund administrators, outside preparers, and internal accounting teams to ensure accurate and timely state filings.

Planning and Strategy

Identify and execute state tax planning opportunities specific to private equity fund structures and alternative investment vehicles, including income sourcing for management fees and investment income.

Advise on the state tax implications of new fund launches, portfolio company acquisitions, and exit transactions - particularly the pass-through treatment of income, gain, and loss at the state level.

Evaluate apportionment methodologies (market-based sourcing, cost-of-performance, throwback/throw-out) across key jurisdictions and recommend defensible positions.

Partner with legal and structuring teams on fund formation, blocker structures, portfolio company restructurings, and M&A activity from a SALT perspective.

Controversy and Risk Management

Lead state tax audits across fund and portfolio entities, including managing document requests, drafting protest letters, and coordinating with outside counsel where appropriate.

Monitor legislative and regulatory developments - particularly around pass-through entity taxes (PTETs), composite filing rules, and state-level partnership audit regimes - and assess impact on the business.

Maintain and update state tax positions, policies, and documentation standards across the entity portfolio.

Cross-Functional Partnership

Collaborate with federal tax, legal, and accounting teams to ensure alignment on state tax positions and partner reporting.

Support partner-facing tax deliverables, including state tax information for K-1 packages, PTET credit reporting, and queries related to state filing obligations.

Advise deal teams and business stakeholders on state tax implications of new investments, fund structures, and operational changes.

What We're Looking For

Experience & Background

8+ years of state and local tax experience, with substantial focus on partnerships, S-corporations, and pass-through structures in private equity or alternative investments (buyout, growth equity, real estate, credit, hedge funds, or similar).

Prior experience in a Big 4 or large regional public accounting firm, with in-house experience at a private equity firm or fund manager a strong plus.

CPA or JD required, LLM a plus.

Technical Skills

Deep knowledge of state income and franchise tax as applied to pass-through entities, including composite returns, withholding regimes, tiered partnership and fund structures, and PTET elections.

Familiarity with state-specific sourcing rules for financial products, investment income, and management fee income.

Experience managing multi-state K-1 reporting and partner-level state tax obligations for high-net-worth individuals and trusts

Working knowledge of state partnership audit rules and their interaction with federal BBA audit procedures.

Soft Skills & Leadership

Ability to manage multiple priorities and deadlines across a large, complex entity portfolio.

Strong written and verbal communication skills, with the ability to translate complex tax issues for non-tax audiences.

Comfortable operating independently while knowing when to escalate or bring in outside resources.

Collaborative and relationship-oriented; able to build trust across functions and levels.

Why Join Us

High-visibility role with direct exposure to senior leadership and strategic decisions.

Opportunity to shape and build out the SALT function in a dynamic, growing organization.

Competitive compensation, bonus, and benefits package.

Benefits:

401(k)

401(k) matching

AD&D insurance

Dental insurance

Disability insurance

Employee discount

Food provided

Health insurance

Health savings account

Life insurance

On-site gym

Opportunities for advancement

Paid time off

Pet insurance

Vision insurance

Work Location: In person

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.