3 Bridge Networks
A family office in San Francisco is looking to add a Tax Manager to the team.
Responsibilities:
- Manage the tax compliance of the family, funds and management companies.
- Handle annual Partnership Tax Returns and Schedule K-1 filings for all Funds, SPVs, GP entities, and Management Co.
- Ensure compliance with international tax law.
- Review and track investors' tax status.
- Plan the yearly tax calendar.
- Prepare individual income tax returns for managing partners and the quarterly estimates.
- Track external tax advisors' progress and general tax compliance to ensure accurate and timely filings.
- Track GP Carried interest and Tax Basis in Funds.
- Assist in IRS/state tax inquiries.
- Maintain tax books and records for Funds, GP entities, Management Company, and SPVs.
- Prepare tax memos to assist in annual audits.
- Compute General Partner and Limited Partner tax allocations and capital account balances.
- Handle periodic accounting and reporting at the GP and Managing Partner levels.
- Assist as needed with investor and GP entities tax distribution.
- Perform projects as requested.
Requirements:
- BS Degree in Accounting.
- Knowledge and experience with investment partnership accounting and tax compliance; private equity or venture capital experience preferred.
- CPA Preferred.
- Ability to manage and prioritize multiple tasks and meet deadlines.
- Foreign tax knowledge a plus.
- Proficiency with Excel and various other software applications.
- Excellent verbal and written communication skills.
- Strong organizational, analytical, and technical abilities.
- Ability to maintain confidentiality of personal and sensitive information.
Compensation and Benefits:
- Competitive compensation packages, including a base salary and meaningful equity.
- Medical, vision, and dental benefits.
- 401(k) plan with a company match.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing, Finance, and Management
Industries
Accounting, Venture Capital and Private Equity Principals, and Individual and Family Services
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