Assistant Manager, Tax Services
Core
Prepare and review U.S. federal and state partnership tax returns (Form 1065, 1120) and supporting workpapers for private equity funds, management companies, and general partners.
Role type
Assistant Manager, Tax Services (U.S. Partnership Taxation)
Builds
Tax compliance filings, K-1/K-2/K-3 schedules, and quarterly/annual tax estimates for private equity structures.
Domain
U.S. Tax Law / Private Equity
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
U.S. partnership taxation expertise, Subchapter K knowledge, partnership allocations, basis calculations, carried interest analysis, tax planning strategies, IRS guidance interpretation, legislative change tracking, tax software proficiency (GoSystem), advanced Excel, tax research, problem-solving, analytical thinking, leadership, organizational management, stakeholder communication, deadline management, risk escalation, professional development ownership.
Preferred skills
CA, CPA, CMA, or MBA qualification.
Technologies
GoSystem, Microsoft Office
Responsibilities
Prepare and review Form 1065 and 1120 returns and related schedules; manage tax compliance activities including estimates, extensions, and filings; provide technical guidance on allocations and basis calculations; drive process efficiencies and automation; manage workloads and deadlines; communicate risks and planning changes.
Seniority
Mid-Senior, hands-on IC with management responsibilities