Senior Tax Manager

Overview

CPA Required | Big 4 Background Strongly Preferred

If you’re a tax professional who likes to own the full tax picture , not just a slice of it, this is the kind of role that doesn’t open up often.

We’re partnering with a well-established, growth-oriented private equity firm seeking a Tax Manager to step in as the go-to tax leader for a complex investment platform. This role sits close to senior leadership, offers broad visibility across funds and investments, and is ideal for someone ready to move beyond pure compliance into a more strategic, hands-on seat.

Why This Role Stands Out

• True “everything tax” ownership across funds, entities, and investors
• Direct partnership with senior finance leadership
• Exposure to domestic, international, and investor-level tax matters
• Opportunity to streamline processes and modernize tax operations
• Ideal next step for a Big 4 CPA moving into private equity

What You’ll Be Responsible For

Tax Compliance & Oversight

• Lead all U.S. federal, state, local, and international tax compliance across funds, investment vehicles, holding entities, and the management company
• Coordinate closely with external tax advisors to ensure accurate and timely filings
• Oversee the full cycle of partnership tax reporting, including investor K-1s and related filings

Private Equity & Investor Tax Matters

• Manage portfolio company K-1 collection and investor reporting
• Oversee FATCA compliance, FBARs, 1042s, 1099s, and related filings
• Review withholding documentation for non-U.S. investors and ensure proper tax treatment on distributions
• Support non-U.S. tax reporting and foreign investor compliance

Estimates, Allocations & Reporting

• Prepare and review quarterly and annual tax estimates
• Maintain tax basis calculations, allocation schedules, and distribution waterfalls
• Support holding company financial statements from a tax perspective
• Track PTP-related requirements and reporting

Process Improvement & Partnership

• Serve as the primary point of contact for tax service providers
• Identify opportunities to improve workflows, automation, and documentation
• Support the broader finance team on tax-related initiatives as the platform evolves

What We’re Looking For

• Active CPA license
• 5+ years of tax experience , ideally a mix of Big 4 public accounting and private equity and/or investment management
• Strong partnership tax background (pass-through entities required)
• Experience with foreign investors, non-U.S. reporting, and complex fund structures
• Advanced Excel skills and comfort working with large data sets
• Detail-oriented, highly organized, and comfortable working independently
• Strong communication skills and the discretion to operate in a confidential environment
• Curious mindset with an interest in technology, automation, and process improvement

This role is a great fit for someone who:

• Enjoys being the tax subject-matter expert , not just a reviewer
• Wants broader exposure than traditional public accounting offers
• Thrives in a fast-paced, deal-driven environment
• Is ready to step into a visible role with real ownership and influence

If you’re a Big 4–trained CPA in the South Bay looking to deepen your private equity experience and own the tax function end to end, let’s talk.

Confidential inquiries welcome. Reach out to View email address on click.appcast.io to learn more.