Tax Manager – Research And Planning (San Francisco, CA)

TaxConnections is conducting a search for an investment firm to fill a Tax Manager role located in San Francisco, CA. We would genuinely appreciate your review of this opportunity and kindly refer this to anyone who may appreciate learning more.

The Tax Manager will be responsible for assisting senior tax management with tax research and planning and all aspects of the tax compliance and forecasting for a very significant investment partnership and the related investment management entity. Individual must have a solid understanding of current tax laws including knowledge of investment partnership structures.

Researching and communicating the tax consequences of current and proposed investments will be a part of the responsibilities of the successful candidate. In addition, the position will require both the preparation and review of highly detailed complex Federal, California and multi-state income tax returns, foreign investment reporting implications, preparation of tax forecasts and researching complex tax issues.  The Tax Manager must be able to perform multiple tasks, have proven project management skills and produce high quality, accurate and detailed work on a timely basis. Also, must be able to timely identify and communicate issues, positions, and opportunities both orally and in writing to management.

Responsibilities include the following:

Tax Research and Planning

  • Responsible for ensuring tax compliance with the changing tax legislation, including modeling the expected impact of tax law changes.
  • Manage tax forecasting process for quarterly and year end reporting to limited partners and GP, with consideration to each investor’s tax profile;
  • Initiate and drive special projects to improve compliance processes, tax analysis of transactions and other business initiatives with minimum direction from management;
  • Participate in tax planning activities for the fund and the limited partners.
  • Support investment management team with various projects, such as tax-efficiency analyses, tax implications of investment vehicles and structures, and calculation of after-tax returns and effective tax rates of reporting items.

Tax Compliance

  • Working in tandem with the Senior Investment Accountant, the Manager will regularly interact with an outside CPA firm for the preparation of all tax compliance related to the large investment partnership and the management entity. Related tasks include: provides tax documentation and workpaper support to tax preparer; reviews federal and state tax workpapers, partnership K-1s, and tax returns in detail for accuracy and consistency.
  • Review investment statements and activities and reconcile to related income tax reporting (Form 1099s, Schedule K-1s, etc.).
  • Responsible for timely filing of all tax compliance.
  • Analyze monthly/quarterly tax and accounting information for the investment partnership and provide allocations by partner for quarterly tax estimates.
  • Track new legislation as applicable to the fund and the members of the fund. Monitor pending tax legislation and present relevant findings to management as applicable.
  • Working in tandem with the Senior Investment Accountant, the Manager will regularly interact and manage the day to day relationship with an outside CPA firm for the preparation of large investment partnership accounting records.
  • Review monthly accounting work outsourced to a CPA firm for one large investment partnership including reconciliation to information.

Team Development

  • Demonstrated ability and desire to work in a team-oriented environment.
  • Works closely, and regularly, with Director to define the resource needs of the group and implement change as deemed necessary. Ability to think beyond the current reality – technologies, team members, workload, workstyle, etc. – and present proposals for improvement.
  • Development of senior accountant. Support the senior accountant in defining her / his career goals and helping her / him in setting up a plan with established and quantifiable milestones. Provide frequent, timely and meaningful feedback.
  •  Experience with partnership taxation and compliance is required. Prior supervisory experience is preferred. Experience with hedge fund/private equity fund taxation is a plus. Active CPA license is required. Graduate degree in Taxation is a plus. Strong oral and written communication skills are essential.

This position requires a thorough knowledge of generally accepted accounting principles, financial concepts and principles (statements and footnotes), especially relating to accounting for investments.  Must have the ability to read, analyze and interpret common accounting and technical journals, financial reports and legal and investment documents. This person should also have extensive knowledge and demonstrated skill in the specialized field of investment accounting, reporting and income taxation.

Contact kat@taxconnections.com for a private introduction.

Kat Jennings, TaxConnections, CEO and Founder and Advisory Team provides three areas of services: 1) Internationally recognized, retained executive search services for multinational corporations, public accounting firms, and law firms; 2) Introductions of sellers to buyers of small and medium size accounting firms; and 3) Provide brand building and education services that support and prepare accounting firm owners to buy/sell an accounting practice. We focus on educating the journey to sell a practice and how to increase firm revenue prior to any sale. Our program ensures you start years prior to a sale by learning what is expected of you during the selling process, and introducing firm Partners to cross selling opportunities that are easy to implement and reduce your workload at the same time. We introduce you to value added connections to smartly grow revenue in your accounting practice.

Kat Jennings has been retained by organizations worldwide to locate tax professionals with highly specialized tax knowledge and expertise. She has a thorough understanding of the tax business community, with a proven record of stellar performances matching professionals with organizations. Bringing two parties together to work successfully is the art of understanding personalities, cultural fit, expectations by both parties, flexible or inflexible work environments, understanding what drives and motivates each party, and revolves around the personality and ethics of each executive team.

Kat is a widely recognized expert in high level, tax executive search, as well as connecting buyers and sellers of accounting firms. TaxConnections provides and educates small to medium size accounting firms owners and Partners how to prepare and sell their firms so they can build a succession plan for their retirement. With larger firms seeking to acquire smaller accounting practices, there is a real need to help firm owners prepare to be acquired. Most firm owners are unaware they are not ready to sell when they decide to retire. TaxConnections educates firm owners’ what they need to do years in advance of selling an accounting firm practice.
Senior tax executives expect the utmost privacy when being introduced to multinational organizations about a new tax opportunity under consideration. Having said that, companies searching for a new head of tax expecting tax executive candidates to submit their resume through a resume portal, will never see a full slate of outstanding tax executives available due to a candidates’ desire for greater privacy. This is why privacy focused Uber Tax Recruiters consistently outperform in-house recruiters on tax executive searches.

We offer our clients a Performance Retainer Agreement arrangement so their HR department can still recruit and compete with the tax candidates we present on Head of Tax searches. The client pays us a partial fee upfront, and if they find a candidate they deem better than we introduce to them, we forfeit the final fee. Most of the time, they love and prefer our private introductions to tax executive candidates better than what they source through their own resume portals.

When we represent selling/buying small to medium-sized firms, firm owners/partners also demand greater privacy when considering the sale of their practice. TaxConnections provides a safe place to discuss their business needs, elevate their practices’ online reputation, and increase revenue through new streams of business development by outsourcing work and partnering with other firms. Over three decades, we have worked tirelessly to build relationships between firm owners most organizations rarely have access to in the world of tax. There are numerous possibilities you may never have considered previously to bolster the value of your practice and service offerings.

As a globally recognized consultant to multinational organizations, accounting firms, and law firms searching for tax expertise, Kat has been retained by public accounting firms, law firms, and corporations worldwide including Apple Computer, AC Neilson, Accenture, Agilent Technologies, Allergan, Alza, American Express, American Media, Aon, Baker & McKenzie, Barclays Bank, Bechtel, Cargill, Carl Zieuss Vision, Century Aluminum, Chevron, Clorox, Citigroup, Commercials Metals, Constellation Energy, Countrywide, Del Monte, Deloitte Touche, DFS, DLA Piper, E&J Gallo Winery, Electronic Arts, Ernst &Young, Fox Entertainment, Fremont Investments, General Electric,General Motors, Herbalife, Hewlett Packard, Hyatt, Intel, Jones Lang LaSalle, Kimco Realty, KLA Tencor, Koch Industries, KPMG, Levi Strauss, Liberty Mutual, LKQ, Loews, Logitech, Lucas Film, Maersk, McKesson, Nalco, Newell Rubbermaid, Nissan, Oracle, Orbitax, Pacific Gas & Electric, PwC, QAD, SAIC, SanDisk, Sanmina, Sempra Energy, SONY, Synopsys, Ticketmaster, Trimble Navigation, Toyota, Univar, Wal-Mart, Wells Fargo, Vertex, Yahoo, Xilinx, and many more not listed here.
Contact Kat at 858,999.0053 Office/858.232.4415 Cell or kat@taxconnections.com to request a private consultation regarding the sale of your practice, adding top talent to your organization, or merging your practice with another firm owner with a book of business. The possibilities are endless; if you have a dream of a new vision for your professional life; we will scout opportunities throughout the market to make it happen.

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