Tax Manager – Partnership

We’re seeking an experienced Tax Manager to lead partnership tax compliance and planning within a collaborative client-office environment. This role supports complex investment structures and works closely with internal professionals and outside advisors to deliver accurate, coordinated tax reporting for partnerships and their owners.
Considering making an application for this job Check all the details in this job description, and then click on Apply.
As part of a small, experienced tax team, this position will oversee sophisticated partnership matters, including investment partnerships, partnership allocations, and Section 704(c) considerations. It is an excellent opportunity for a tax professional who values technical depth, thoughtful collaboration, discretion, and a sustainable pace while serving multigenerational clients.Key ResponsibilitiesLead the preparation, review, and oversight of federal and state partnership tax returns and related filingsAnalyze and review partnership allocations, including capital account maintenance and the tax consequences of complex investment activityApply and document Section 704(c) principles, including allocation methods, built-in gain or loss considerations, and related partner reportingSupport tax compliance and planning for investment partnerships, closely held entities, and other complex partnership structuresReview Schedules K-1 and coordinate the timely collection and delivery of tax informationResearch partnership tax issues and clearly communicate conclusions to internal stakeholders and outside advisorsMonitor deadlines, estimates, extensions, and filings while maintaining high standards of accuracy and documentationContribute to process improvements and best practices within the client-office tax functionQualificationsBachelor’s degree in Accounting, Finance, or a related field; advanced tax degree a plusCPA preferred5+ years of partnership tax compliance and consulting experience, ideally in public accounting, private wealth, investment management, or a client-office environmentDemonstrated experience with investment partnerships, partnership allocations, and Section 704(c)Strong understanding of Subchapter K, partner capital accounts, Schedules K-1, and federal and state partnership tax reportingExcellent analytical, research, and xzbcwsv problem-solving skillsStrong communication skills and the ability to collaborate effectively across disciplinesProfessional presence, sound judgment, and a demonstrated commitment to confidentiality and discretionWhy This RoleJoin a stable, relationship-driven client office focused on long-term stewardship and trusted partnershipsTake ownership of sophisticated partnership tax matters while working directly with an experienced, collaborative teamApply deep technical expertise to investment structures in an environment that values quality, continuity, and sustainable pacingEnjoy a flexible hybrid schedule and the opportunity to influence processes and technology-enabled improvements