Tax Manager Private Funds
Multiple Locations Hybrid Work Environment
If youre a Private Funds tax professional who enjoys leading teams advising sophisticated clients and working through complex fund structures this role offers the chance to step into a true leadership positionwithout sacrificing balance visibility or growth.
This opportunity sits within a nationally respected Private Funds tax practice serving hedge funds with exposure to private equity fund-of-funds and real estate vehicles. Youll operate as a trusted advisor to fund managers guide high-performing teams and contribute directly to both client strategy and practice growth.
What Youll Do
Tax Strategy & Compliance
-
Lead tax compliance and advisory engagements for hedge funds and other private fund clients
-
Review complex partnership and corporate tax returns with emphasis on:
-
Advise on advanced technical areas including securities trading mark-to-market accounting fund structuring and management/incentive fee arrangements
-
Interpret evolving tax legislation impacting private funds and identify planning opportunities
-
Provide guidance on federal state and international tax matters including PFIC CFC and withholding considerations
-
Manage multiple engagements while maintaining high standards for quality and client service
Client Leadership
-
Serve as the primary client contact owning relationships timelines and deliverables
-
Drive engagement planning and execution in collaboration with partners and directors
-
Identify and implement tax strategies aligned with client objectives
-
Oversee billing budgeting and WIP management
-
Build long-term trust-based client relationships through proactive communication
Team & Practice Leadership
-
Lead coach and mentor staff and seniors supporting both technical and career development
-
Foster a collaborative high-accountability team environment
-
Contribute to training mentoring and leadership development initiatives
-
Support process improvements and knowledge sharing across the broader Private Funds tax group
-
Bring forward-thinking ideas and a continuous-improvement mindset to leadership
What You Bring
-
Bachelors degree in Accounting or related field
-
CPA license or active progress toward completion
-
5 years of progressive public accounting experience focused on private fund taxation (hedge private equity or real estate)
-
Demonstrated experience managing client relationships and engagement teams
-
Strong communication skills with the ability to explain complex tax concepts clearly
-
Proven leadership project management and organizational capabilities
-
Comfort operating in a fast-paced collaborative environment
Preferred Experience
-
Review of complex multi-tier partnership structures
-
Fund-level and investor-level allocation expertise
-
Knowledge of carried interest incentive allocations and distribution waterfalls
-
Ability to spot planning opportunities and contribute meaningfully to strategic client discussions
Locations
-
Cleveland Akron Youngstown OH
-
Baltimore MD
-
Buffalo or New York NY
-
Chicago IL
-
Denver / Greenwood Village CO
-
Detroit or St. Clair Shores MI
-
Milwaukee WI
-
Philadelphia or Pittsburgh PA
Hybrid work model
Why This Role Stands Out
This is a leadership role for tax professionals who want influencenot just responsibility. Youll work in a people-first environment that values expertise collaboration and long-term career development while operating in one of the most technically challenging and in-demand areas of tax.
If youre looking to deepen your Private Funds expertise expand your leadership footprint and work with clients who value strategic insightnot just compliancethis role deserves a closer look.
Tax Manager Private Funds Multiple Locations Hybrid Work Environment If youre a Private Funds tax professional who enjoys leading teams advising sophisticated clients and working through complex fund structures this role offers the chance to step into a true leadership positionwithout sacrificing ...
Tax Manager Private Funds
Multiple Locations Hybrid Work Environment
If youre a Private Funds tax professional who enjoys leading teams advising sophisticated clients and working through complex fund structures this role offers the chance to step into a true leadership positionwithout sacrificing balance visibility or growth.
This opportunity sits within a nationally respected Private Funds tax practice serving hedge funds with exposure to private equity fund-of-funds and real estate vehicles. Youll operate as a trusted advisor to fund managers guide high-performing teams and contribute directly to both client strategy and practice growth.
What Youll Do
Tax Strategy & Compliance
-
Lead tax compliance and advisory engagements for hedge funds and other private fund clients
-
Review complex partnership and corporate tax returns with emphasis on:
-
Advise on advanced technical areas including securities trading mark-to-market accounting fund structuring and management/incentive fee arrangements
-
Interpret evolving tax legislation impacting private funds and identify planning opportunities
-
Provide guidance on federal state and international tax matters including PFIC CFC and withholding considerations
-
Manage multiple engagements while maintaining high standards for quality and client service
Client Leadership
-
Serve as the primary client contact owning relationships timelines and deliverables
-
Drive engagement planning and execution in collaboration with partners and directors
-
Identify and implement tax strategies aligned with client objectives
-
Oversee billing budgeting and WIP management
-
Build long-term trust-based client relationships through proactive communication
Team & Practice Leadership
-
Lead coach and mentor staff and seniors supporting both technical and career development
-
Foster a collaborative high-accountability team environment
-
Contribute to training mentoring and leadership development initiatives
-
Support process improvements and knowledge sharing across the broader Private Funds tax group
-
Bring forward-thinking ideas and a continuous-improvement mindset to leadership
What You Bring
-
Bachelors degree in Accounting or related field
-
CPA license or active progress toward completion
-
5 years of progressive public accounting experience focused on private fund taxation (hedge private equity or real estate)
-
Demonstrated experience managing client relationships and engagement teams
-
Strong communication skills with the ability to explain complex tax concepts clearly
-
Proven leadership project management and organizational capabilities
-
Comfort operating in a fast-paced collaborative environment
Preferred Experience
-
Review of complex multi-tier partnership structures
-
Fund-level and investor-level allocation expertise
-
Knowledge of carried interest incentive allocations and distribution waterfalls
-
Ability to spot planning opportunities and contribute meaningfully to strategic client discussions
Locations
-
Cleveland Akron Youngstown OH
-
Baltimore MD
-
Buffalo or New York NY
-
Chicago IL
-
Denver / Greenwood Village CO
-
Detroit or St. Clair Shores MI
-
Milwaukee WI
-
Philadelphia or Pittsburgh PA
Hybrid work model
Why This Role Stands Out
This is a leadership role for tax professionals who want influencenot just responsibility. Youll work in a people-first environment that values expertise collaboration and long-term career development while operating in one of the most technically challenging and in-demand areas of tax.
If youre looking to deepen your Private Funds expertise expand your leadership footprint and work with clients who value strategic insightnot just compliancethis role deserves a closer look.
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