Position Details

Type Full-Time

Experience senior

Exp. Years 3+ years

Education Bachelor's degree in Accounting, Finance, or similar

Category Finance & Accounting

About this role

Tax Manager at a public company focusing on partnership tax planning and compliance, including US federal/state taxes, transaction diligence, and tax modeling. The role involves drafting memos and presentations and collaborating with accounting, BD, and portfolio finance.

Key Responsibilities

Calculate tax basis and 704(b) capital accounts; prepare memos and presentations; review financial models for cash taxes and incentives; assist with tax research for unique patterns; collaborate with Accounting, Business Development, and Portfolio Finance to support transactions and ensure tax modeling accuracy

Technical Overview

Focus on partnership tax (Sub K), tax compliance and planning, and tax modeling using Power BI, Alteryx, Excel, and PowerPoint; supports transaction diligence and cross-functional tax support.

Ideal Candidate

The ideal candidate is a senior tax professional with 3+ years of federal/state tax compliance or planning for partnerships, including Sub K experience, and strong data translation skills with Power BI and Alteryx.

Must-Have Skills

Partnership (Sub K) tax experience3+ years federal and state tax compliance or planning for partnershipsPower BIAlteryxExcelPowerPointUS federal income taxstate income taxtax planningtax compliance

Nice-to-Have Skills

Experience with private equity taxReal estate tax experienceEnergy industry experience

Tools & Platforms

Power BIAlteryxMicrosoft ExcelPowerPoint

Required Skills

Bachelor's degree in AccountingFinanceor similar; 3+ years of federal and state tax compliance or planning for partnerships; Partnership (Sub K) tax experience; Power BI; Alteryx; Excel; PowerPoint; US federal income tax; state income tax; tax planning; tax compliance; tax research; memos; presentations; transaction diligence; cross-functional collaboration; tax modeling

Hard Skills

Partnership (Sub K) tax experience3+ years federal and state tax compliance or planning for partnershipsUS federal income taxstate income taxPower BIAlteryxMicrosoft ExcelPowerPointtax planningtax compliancetax researchtransaction diligencetax modelingmemo writingpresentations

Soft Skills

analytical thinkingcommunicationcross-functional collaborationability to explain tax items to non-tax audiencesmemo and presentation skills

Industry & Role

Industry Finance

Job Function Provide tax planning and compliance support for partnerships and transactions

Role Subtype Tax Manager

Keywords for Your Resume

tax managersenior tax analystpartnership (sub k) taxsub k taxpower bialteryxmicrosoft excelpowerpointus federal income taxstate income taxtax planningtax compliancetax modelingtransaction diligencetax researchmemopresentationscross-functionalcash tax optimizationcredits and incentives3+ yearsfederal taxstate taxPartnership (Sub K) tax experienceTax planningPower BIAlteryxMicrosoft ExcelPowerPointUS federal income taxState income taxTax researchMemo writing

Deal Breakers

Partnership (Sub K) tax experience is a must, Bachelor's degree in Accounting, Finance, or similar, 3+ years tax experience in partnerships, Experience drafting memos and presentations, Strong Excel modeling skills

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