Partnership Taxation Manager (Asset Management)

Partnership Taxation Manager (Asset Management)
Hybrid - 3x a week
Irvine, CA
Los Angeles, CA 90071
San Francisco, CA
As a Partnership Taxation Manager (Asset Management) , you will lead and review complex partnership tax engagements while providing high-quality tax consulting services to asset management clients. You will work closely with the Partnership Tax team to deliver accurate, compliant, and value-driven tax solutions, focusing on partnership taxation under Subchapter K , client service excellence, and team leadership. This role offers access to advanced tools, collaborative teams, and a growth-oriented environment designed to help you succeed.
Key Responsibilities

• Perform primary and secondary reviews of complex partnership, joint venture, and non-corporate entity tax returns
• Evaluate tax aspects of partnership agreements and manage IRC §704(b) capital accounts
• Manage multiple client engagement teams; plan, execute, and complete tax projects across asset management clients
• Deliver tax planning, consulting, and compliance services, including partnership structuring, entity formation, and M&A transactions
• Design and implement tax-planning strategies while managing engagement budgets and timelines
• Research and consult on complex tax matters, primarily related to Subchapter K partnership taxation
• Utilize tax software and research tools to prepare, review, and process returns
• Respond to inquiries from the IRS and other tax authorities
• Maintain ongoing client communication to manage expectations, meet deadlines, and strengthen client relationships
• Manage, train, mentor, and evaluate staff; provide engagement-level and year-end performance feedback
• Support business development efforts, including opportunity identification, proposal development, and client pursuits
• Perform other duties as assigned

Required Qualifications

• Bachelor's degree in Accounting
• CPA certification (Required)
• Minimum 6-10 years of progressive tax compliance and/or tax consulting experience in public accounting or a mix of public accounting and industry
• Strong experience in partnership taxation with a focus on Subchapter K
• Ability to work in-office 3 days per week (Hybrid model)
• Ability to travel as business needs require

Preferred Experience

• Experience with partnership structuring, entity formation, and mergers & acquisitions
• Asset management, private equity, hedge fund, or real estate partnership experience

Required Skills & Competencies

• Advanced knowledge of US GAAP, partnership returns, joint ventures, and non-corporate entity taxation
• Strong understanding of IRC Subchapter K partnership taxation and §704(b) capital accounts
• Excellent analytical, technical, and tax accounting/technology skills
• Exceptional client service and communication skills with the ability to build long-term client relationships
• Proven leadership abilities, including recruiting, training, coaching, and mentoring professionals
• Strong written, interpersonal, and presentation skills
• Ability to manage multiple engagements and competing priorities in a fast-paced, results-driven environment

Recruiter Submission Template -

Full Name:
Degree Major with University and Completion Year:
CPA License: (Yes/No - Active State[s])
Team Leadership / Mentoring Experience: (Yes/No - team size)
Client-Facing / Relationship Management Experience: (Yes/No)
Years of Partnership Tax Experience (Subchapter K):
Has the candidate worked at a Top 10 Accounting Firm? (Yes/No - specify firm[s])
Public Accounting Experience: (Yes/No - years)
Partnership Structuring Experience: (Yes/No - brief details)
Entity Formation Experience: (Yes/No - brief details)
M&A Tax Experience: (Yes/No - brief details)
IRC Subchapter K Expertise: (Strong / Moderate / Limited)
Experience with 704(b) Capital Accounts: (Yes/No)
US GAAP & Partnership Returns Proficiency: (Yes/No)
Please indicate the percentage of time the candidate is willing to travel:
Is the candidate currently subject to any non-compete or non-solicitation agreement with a current or former employer?
What percentage of your work is operational partnership tax work?
How many years of operating partnership tax experience do you have?
Motivation / Reason for interest in this position:
Contact Number:
Email ID:
LinkedIn ID:
Full Address (Street, City, State, Zip Code):
Notice Period: (in weeks)
Expected Salary:
Are you able to work Hybrid (3 days onsite per week) in one of the following locations: Irvine, CA / Los Angeles, CA / San Francisco, CA? (Yes/No - specify location preference)