Job Description

Job Description

Position Overview

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We are currently seeking a Tax Manager to support the tax needs of a high-net-worth athlete. This role will focus on managing complex tax matters across the individual’s income, investments, business interests, and related entities.

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This position will manage complex tax compliance engagements, review work prepared by staff, analyze investment structures and financial information, and identify tax implications and planning opportunities. The ideal candidate is a highly analytical tax professional who can work independently while providing technical guidance to junior team members.

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Key Responsibilities

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• Review complex individual, partnership, trust, estate, and gift tax returns.
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• Review staff work for technical accuracy, completeness, and compliance.
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• Analyze Schedule K-1s from private equity funds, hedge funds, real estate partnerships, and other investment entities.
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• Review partnership allocations, capital accounts, outside basis, distributions, debt allocations, and related tax matters.
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• Evaluate the tax implications of investment activity, including gains and losses, carried interests, passive activities, and interest tracing.
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• Analyze financial statements, trial balances, general ledgers, and supporting schedules.
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• Reconcile book income to taxable income and identify appropriate tax adjustments.
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• Review partnership agreements, operating agreements, purchase agreements, investment documents, and contracts to determine tax consequences and reporting requirements.
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• Manage multiple complex engagements and deadlines while maintaining a high level of accuracy.
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• Communicate with clients, investment advisors, attorneys, and other financial professionals.
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• Assist with tax notices, audits, examinations, and other federal and state tax matters.
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• Mentor and provide technical guidance to less experienced tax professionals.
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• Support tax planning initiatives and special projects as needed.
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Qualifications

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• Bachelor’s degree in Accounting, Finance, or a related field.
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• Active CPA license required.
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• At least seven years of relevant tax experience, preferably within public accounting, a family office, or a similar professional tax environment.
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• Strong experience with high-net-worth individuals, investment taxation, family offices, and partnerships.
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• Experience preparing and reviewing complex individual and partnership tax returns.
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• Strong understanding of investment partnership Schedule K-1s and related tax reporting.
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• Experience analyzing financial statements and reconciling GAAP financial information to tax reporting.
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• Knowledge of trust, estate, and gift tax matters.
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• Ability to analyze complex financial and legal documents.
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• Strong analytical, organizational, and problem-solving abilities.
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• Ability to manage multiple engagements with limited supervision.
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• Excellent written and verbal communication skills.
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Compensation

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• Base salary of $140,000–$180,000, depending on experience.
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• Bonus eligible.
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