Operations Manager - Taxation
Core
Managing private equity and hedge fund tax compliance, overseeing tax reporting, and ensuring adherence to U.S. federal and state tax laws.
Role type
Senior IC tax operations manager (hedge fund/private equity)
Builds
High-quality tax services and compliant tax returns for private equity and hedge fund clients
Domain
Financial services taxation (hedge funds, private equity)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Hedge fund tax accounting, partnership tax allocations, U.S. federal/state/local tax laws, financial services taxation (wash sales, QDI, PFIC, Section 1256, NPCs, Section 988, constructive sales, straddles), team leadership, technical review of workpapers, client deliverable management
Preferred skills
MBA, U.S. CPA, IRS Enrolled Agent qualification, public accounting experience
Technologies
GoSystem Tax RS, Microsoft Excel, Microsoft Word, Microsoft SharePoint, Microsoft Teams
Responsibilities
Oversee preparation and review of federal, state, and local income tax returns for partnerships; Supervise calculation of taxable income and partner tax allocations; Perform detailed technical review of work from junior staff for accuracy and completeness; Ensure compliance with all tax regulations and timely filing of tax returns; Supervise and mentor a team of tax professionals; Ensure accurate and timely reporting of client deliverables
Seniority
Senior, hands-on IC with team leadership