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Tax Manager, Private Equity
Robert Half • Menlo Park, CA 94025 • Posted 3 days ago
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Hybrid • Full-time • $160,000-$185,000/yr • Mid Level Manager
Job Highlights
Using AI ⚡ to summarize the original job post
The Tax Manager at a leading private equity firm in Menlo Park, CA, will be responsible for ensuring accurate, timely filing of various tax returns, managing investor withholding tax certificates, calculating quarterly estimated tax payments, and assisting in preparing tax-related communications. This role requires a minimum of 6 years of tax experience, preferably with Big 4 accounting firm experience, and extensive knowledge in investment management, Subchapter K partnership, and international tax compliance.
Responsibilities
- Ensure accurate, timely filing of federal, state, and local income tax returns, FATCA/CRS and other business-related filings.
- Manage and review investor US withholding tax certificates and coordinate documentations to banks.
- Manage preparation and calculation of quarterly estimated tax payments.
- Assist in preparing tax-related communications and managing federal, state, and local notices and inquiries.
- Engage with deal teams and external advisors regarding structuring portfolio investments globally and to implement appropriate holding company or blocker structures.
Qualifications
Required
- B.S. degree in accounting or similar
- CPA preferred
- A minimum of 6 years of tax experience
- Preference for Big 4 accounting firm experience
- Extensive knowledge in investment management, Subchapter K partnership and international tax compliance
Preferred
- Experience with international investment tax
About Robert Half
Robert Half, the world’s first and largest specialized talent solutions firm, connects opportunities at great companies with highly skilled job seekers. We offer contract, temporary and permanent placement solutions for roles in finance and accounting, technology, marketing and creative, legal, and administrative and customer support. Named to Fortune’s World’s Most Admired Companies and 100 Best Companies to Work For® lists and a Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti®. Robert Half is traded on the New York Stock Exchange (symbol: RHI) and is a member of the S&P 500 index.
Full Job Description
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Tax Manager (Private Equity)
Location: Menlo Park, (hybrid)
Salary: $160,000 - $185,000 base + Bonus
About the Company: Leading private equity firm based in Menlo Park, CA, primarily focused on high-growth technology and related companies.
Key Responsibilities:
+ Ensure accurate, timely filing of federal, state, and local income tax returns, FATCA/CRS and other business-related filings.
+ Manage and review investor US withholding tax certificates and coordinate documentations to banks.
+ Manage preparation and calculation of quarterly estimated tax payments.
+ Assist in preparing tax-related communications and managing federal, state, and local notices and inquiries.
+ Engage with deal teams and external advisors regarding structuring portfolio investments globally and to implement appropriate holding company or blocker structures.
Requirements
Qualifications:
+ B.S. degree in accounting or similar; CPA preferred.
+ A minimum of 6 years of tax experience, with a preference for Big 4 accounting firm experience.
+ Extensive knowledge in investment management, Subchapter K partnership and international tax compliance.
+ Experience with international investment tax preferred.
+ Self-motivated, with the ability to sort through complex issues and communicate them in a clear, concise manner.
Why work with us:
+ Be part of a top-tier finance team driving effective and successful strategies across our firm.
+ There are ample opportunities for growth and progression within the company.
+ You'll have the chance to work with some of the brightest minds in the private equity industry, contributing directly to the firm's continued growth.
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
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