Job Description

Our client, a private investment firm in San Francisco, is looking for a Tax Manager to join their team. The firm manages $5B+ of money for a family, from the investments to the bill pay. They are a values-oriented group that treats their employees very well with generous benefits. Reporting into their Managing Director, this role will support both the tax compliance for the family office tax team and work with multiple teams throughout the firm. RESPONSIBILITIES:

• 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 anagemment 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 timely.
• 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 provided by Northern Trust, the custodian and certain other managed investment accounts. 
• 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.
• Promotes organizational efficiency by effectively organizing duties and executing assignments with high quality and timeliness while considering materiality. Provides input and support on all aspects of operational activities.
• Check printing back-up 
• Carries out responsibilities in accordance with the organization’ s policies and applicable laws.
• Regular attendance within normal business hours is required to handle the day-to-day day activities of the position.

REQUIREMENTS:

• Bachelor' s degree with an emphasis in accounting from a four-year college or university
• Minimum number of 10 years of related tax experience. 
• Active CPA license is required. 
• Graduate degree in Taxation is a plus. 
• Experience with partnership taxation and compliance is required. 
• Prior supervisory experience is required. 
• Experience with hedge fund / private equity fund taxation is a plus. 
• Strong oral and written communication skills essential.
• 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. 
• Extensive knowledge and demonstrated skill in the specialized field of investment accounting, reporting and income taxation.