VS
Partnership Taxation Manager (Asset Management)
Veracity Software Inc
- 🇺🇸 United States
- On-site
- Manager or above
- 8 months ago
- U.S GAAP
- Equity
8 months ago
Not enough detail in this posting to match
Hybrid - 3x a week
Irvine, CA
Los Angeles, CA 90071
San Francisco, CA
As aPartnership 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 underSubchapter 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
- Bachelor's degree in Accounting
- CPA certification (Required)
- Minimum6–10 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-office3 days per week (Hybrid model)
- Ability to travel as business needs require
- Experience with partnership structuring, entity formation, and mergers & acquisitions
- Asset management, private equity, hedge fund, or real estate partnership experience
- 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
Recruiter Submission Template –
Full Name:
Degree Major with University and Completion Year:
CPA License: (Yes/No – Active State[s])
Team Leadership / Mentoring Experience: (Yes/No – team size)
Client-Facing / Relationship Management Experience: (Yes/No)
Years of Partnership Tax Experience (Subchapter K):
Has the candidate worked at a Top 10 Accounting Firm? (Yes/No – specify firm[s])
Public Accounting Experience: (Yes/No – years)
Partnership Structuring Experience: (Yes/No – brief details)
Entity Formation Experience: (Yes/No – brief details)
M&A Tax Experience: (Yes/No – brief details)
IRC Subchapter K Expertise: (Strong / Moderate / Limited)
Experience with 704(b) Capital Accounts: (Yes/No)
US GAAP & Partnership Returns Proficiency: (Yes/No)
Please indicate the percentage of time the candidate is willing to travel:
Is the candidate currently subject to any non-compete or non-solicitation agreement with a current or former employer?
What percentage of your work is operational partnership tax work?
How many years of operating partnership tax experience do you have?
Motivation / Reason for interest in this position:
Contact Number:
Email ID:
LinkedIn ID:
Full Address (Street, City, State, Zip Code):
Notice Period: (in weeks)
Expected Salary:
Are you able to work Hybrid (3 days onsite per week) in one of the following locations: Irvine, CA / Los Angeles, CA / San Francisco, CA? (Yes/No – specify location preference)
Partnership Taxation Manager (Asset Management) · Veracity Software Inc