Tax Manager - Private Equity Firm, Robert Half

Tax Manager - Private Equity Firm

Robert Half

Location:

United States, San Francisco

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

This is an excellent opportunity to become a key player in a rapidly expanding organization that values integrity, professionalism, and collaboration. In addition to a healthy work-life balance, the firm offers competitive health benefits, including 100% paid health, dental, and vision insurance for employees and their families, wellness perks such as gym reimbursements, and opportunities to engage in meaningful philanthropic initiatives. The firm also provides ample room for career advancement in a supportive environment designed to help you thrive.

Job Responsibility:

Oversee and review federal and state tax filings prepared by external advisors
Collaborate with advisors to prepare supporting work papers and resolve tax-related matters
Manage tax calendars, ensuring timely deliverables and payments
Address tax inquiries from limited partners and coordinate responses
Track tax payments and manage tax notices
Support tax filing coordination for 30+ portfolio companies' intermediate entities
Assist in General Partner accounting, reporting, and annual financial statements
Maintain capital accounts for affiliated entities

Requirements:

5+ years of tax experience in private equity
Proficiency in Excel, and familiarity with QuickBooks and Investran
Expertise in asset management taxation, including partnership allocations, Schedule K-1s, and tax return preparation
Strong analytical skills and the ability to manage large datasets
Excellent communication skills, a quick learner, and detail-oriented
A team-oriented mindset with the ability to work independently and embrace learning opportunities
Bachelor’s degree or higher

What we offer:

Competitive health benefits, including 100% paid health, dental, and vision insurance for employees and their families
Wellness perks such as gym reimbursements
Opportunities to engage in meaningful philanthropic initiatives
Ample room for career advancement in a supportive environment

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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