Talent.com
Veracity Solutions
Partnership Taxation Manager (Asset Management)Veracity Solutions • San Francisco, CA, United States
Partnership Taxation Manager (Asset Management)

Partnership Taxation Manager (Asset Management)

Veracity Solutions • San Francisco, CA, United States
19 days ago
Job type
  • Full-time
Job description

Partnership Taxation Manager (Asset Management)

As a Partnership Taxation Manager (Asset Management), you will lead and review complex partnership tax engagements while providing high-quality tax consulting services to asset management clients. You will work closely with the Partnership Tax team to deliver accurate, compliant, and value-driven tax solutions, focusing on partnership taxation under Subchapter K, client service excellence, and team leadership. This role offers access to advanced tools, collaborative teams, and a growth-oriented environment designed to help you succeed.

Key Responsibilities

  • Perform primary and secondary reviews of complex partnership, joint venture, and non-corporate entity tax returns
  • Evaluate tax aspects of partnership agreements and manage IRC 704(b) capital accounts
  • Manage multiple client engagement teams; plan, execute, and complete tax projects across asset management clients
  • Deliver tax planning, consulting, and compliance services, including partnership structuring, entity formation, and M&A transactions
  • Design and implement tax-planning strategies while managing engagement budgets and timelines
  • Research and consult on complex tax matters, primarily related to Subchapter K partnership taxation
  • Utilize tax software and research tools to prepare, review, and process returns
  • Respond to inquiries from the IRS and other tax authorities
  • Maintain ongoing client communication to manage expectations, meet deadlines, and strengthen client relationships
  • Manage, train, mentor, and evaluate staff; provide engagement-level and year-end performance feedback
  • Support business development efforts, including opportunity identification, proposal development, and client pursuits
  • Perform other duties as assigned

Required Qualifications

  • Bachelor's degree in Accounting
  • CPA certification (Required)
  • Minimum 610 years of progressive tax compliance and/or tax consulting experience in public accounting or a mix of public accounting and industry
  • Strong experience in partnership taxation with a focus on Subchapter K
  • Ability to work in-office 3 days per week (Hybrid model)
  • Ability to travel as business needs require

Preferred Experience

  • Experience with partnership structuring, entity formation, and mergers & acquisitions
  • Asset management, private equity, hedge fund, or real estate partnership experience

Required Skills & Competencies

  • Advanced knowledge of US GAAP, partnership returns, joint ventures, and non-corporate entity taxation
  • Strong understanding of IRC Subchapter K partnership taxation and 704(b) capital accounts
  • Excellent analytical, technical, and tax accounting/technology skills
  • Exceptional client service and communication skills with the ability to build long-term client relationships
  • Proven leadership abilities, including recruiting, training, coaching, and mentoring professionals
  • Strong written, interpersonal, and presentation skills
  • Ability to manage multiple engagements and competing priorities in a fast-paced, results-driven environment
Create a job alert for this search

Partnership Taxation Manager (Asset Management) • San Francisco, CA, United States

Similar jobs

Wealth Advisor - Mechanics Bank

LPL FinancialEl Cerrito, CA, United States
Full-time

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs.This exciting opportunity at Mechanics Bank invites you to join our emp... Show more

 • Promoted

Senior Tax Manager -- Remote with Bay Area Partnership Path

ATALNT LLCSan Francisco, CA, United States
Remote
Full-time

A forward-thinking accounting firm is seeking a Senior Tax Manager for a partnership track position.The role involves leading tax planning and consulting for diverse clients while managing relation... Show more

 • Promoted

Remote M&A Tax Director: Strategic Deal Leader

BPMAtherton, CA, United States
Remote
Full-time

A leading accounting firm in Menlo Park is seeking a Tax Director - M&A to lead strategic tax advisory services for clients.You will oversee tax structuring, due diligence, and provide client a... Show more

 • Promoted

Managing Director, Private Investments (Remote)

AllocateAtherton, CA, United States
Remote
Full-time

Our Mission We founded Allocate with the simple mission of making investing in top-tier private alternatives within the technology sector more accessible for a broader set of investors.We believe t... Show more

 • Promoted

Tax Mergers and Acquisitions (M&A) Partnership Tax - Manager

PwC (US)San Francisco, CA, United States
Full-time

Merger And Acquisition Tax Manager.At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy.These individuals help businesses n... Show more

 • Promoted

Senior Tax Manager - Hybrid/Remote Leadership & Mentorship

Miller KaplanSan Francisco, CA, United States
Remote
Full-time

A leading CPA firm is seeking a Tax Senior Manager in San Francisco, responsible for leading the Tax department and preparing tax filings.The role requires a Bachelor's degree in accounting, a CPA ... Show more

 • Promoted

Territory Sales Manager in Richmond, CA

Talon RecruitingEl Sobrante, CA, United States
Full-time

Talon has partnered with a leader in the Heavy Equipment Industry.We are in search of a Territory Sales Rep.Responsible for the sales and marketing of rental and purchase of equipment.Sources new b... Show more

 • Promoted

Tax Principal -- UHNW Tax Strategy & Partnership Path Remote

StonepathSan Francisco, CA, United States
Remote
Full-time

A leading advisory firm in San Francisco seeks an experienced Tax Principal to lead tax planning and compliance for high-net-worth clients.The ideal candidate will have over 10 years of public acco... Show more

 • Promoted

Finance Manager

TradeJobsWorkForce94707 Berkeley, CA, US
Full-time

Finance Manager Job Duties: Ensures business processes, administration, and financial management.... Show more

 • Promoted

Nonprofit Tax Manager

CastlerockOakland, CA, United States
Full-time +1

Shining Star Consulting is seeking a Nonprofit Tax Manager to support our nonprofit clients with Federal Form 990 and various State compliance reporting.This is a part-time, fully remote position w... Show more

 • Promoted

Tax Manager

Rootshell IncRedwood City, CA, United States
Full-time

Rootshell Enterprise Technologies Inc.IT Consulting services in the US.We are actively seeking Tax Manager for one of our direct client in Redwood City, CA.The ideal candidate is a team player who ... Show more

 • Promoted

Senior Manager, Indirect Tax

CanvaSan Francisco, CA, United States
Full-time

We know job hunting can be a little time-consuming and you're probably keen to find out what's on offer, so we'll get straight to the point.Our flagship office is in Sydney, Australia, but we've ma... Show more

 • Promoted

Strategic Partnerships Director - Remote Contract

Alterante, Inc.Atherton, CA, United States
Remote
Part-time

A software development company is seeking a Head of Partnerships to develop strategic alliances and manage partner relationships to drive business growth.This remote, part-time position requires a ... Show more

 • Promoted

Asset Manager

TradeJobsWorkforce94706 Albany, CA, US
Full-time

Asset Manager Job Duties: Manages client assets according to investment preferences and goals... Show more

 • Promoted

Executive Director or Vice President, Global Privacy

ConfidentialRedwood City, CA, United States
Full-time

Executive Director or Vice President, Global Privacy.Esteemed life science company developing innovative medical products.The Company is seeking an Executive Director or Vice President, Global Priv... Show more

 • Promoted

Territory Manager - Berkeley, CA (Field Based)

Insulet CorporationBerkeley, CA, United States
Full-time

Are you ready to take your career to the next level by joining a global medical device market leader in diabetes care? At Insulet Corporation, we are transforming lives with innovative products tha... Show more

 • Promoted

Tax Reporting and Advisory Management

The Contingent PlanSan Francisco, CA, United States
Full-time

The Contingent Plan is actively recruiting an experienced Tax Reporting and Advisory Manager.This is a direct-hire role and the candidate selected can be based in any of the following locations: Be... Show more

 • Promoted

Mission-Driven Managing Director | Hybrid / Remote Leader

NRG ConsultingBerkeley, CA, United States
Remote
Full-time

A non-profit organization in Berkeley is seeking a Managing Director to lead its operations, focusing on financial stewardship, team development, and strategic vision.The ideal candidate has over 1... Show more

 • Promoted

Partnership Taxation Manager (Asset Management)

Veracity SolutionsSan Francisco, CA, United States
Full-time

Partnership Taxation Manager (Asset Management).As a Partnership Taxation Manager (Asset Management), you will lead and review complex partnership tax engagements while providing high-quality tax c... Show more

 • Promoted

Tax Director or Managing Director - Commercial Tax

WeaverSan Francisco, CA, United States
Full-time

Tax Director or Managing Director - Commercial Tax.Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields.We seek t... Show more