Coda Search│Staffing
Our client is a leading alternative investment manager with a sophisticated platform across private equity, credit, and other non‑traditional asset classes. The organisation offers a collaborative environment and the opportunity to work on complex, high‑impact tax matters in the alternative investments space.
Job Title Tax Manager – On‑Site – Plano, TX
Location Plano, TX
Salary $145,000 – $155,000
Key Responsibilities
Manage the tax compliance process for various investment vehicles, including partnerships, funds, and SPVs, in coordination with external tax advisors.
Review partnership allocations, K‑1s, tax returns, and supporting workpapers.
Support the preparation and review of tax provisions, quarterly estimates, and extensions.
Assist in structuring new fund launches and evaluate the tax implications of cross‑border investments.
Work closely with legal, operations, and finance teams to ensure tax‑efficient fund structuring and operations.
Monitor and interpret changes in tax legislation (domestic and international) that could impact the client’s investment strategies or fund structures.
Participate in ongoing process improvement initiatives to streamline tax reporting and compliance.
Assist in IRS and state/local tax audits as needed.
Qualifications
4–8 years of relevant tax experience, preferably with a Big 4 or top‑tier public accounting firm and/or in‑house at an asset manager.
Strong knowledge of partnership tax and alternative investment structures (private equity, hedge funds, real assets, etc.).
CPA or Master’s in Taxation (preferred but not required).
Excellent analytical skills, with a strong attention to detail and accuracy.
Ability to manage multiple priorities in a fast‑paced environment.
Strong written and verbal communication skills.
Seniority Level Mid‑Senior Level
Employment Type Full‑time
Job Function Accounting / Auditing
Industries Venture Capital & Private Equity, Investment Management
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Job Title Tax Manager – On‑Site – Plano, TX
Location Plano, TX
Salary $145,000 – $155,000
Key Responsibilities
Manage the tax compliance process for various investment vehicles, including partnerships, funds, and SPVs, in coordination with external tax advisors.
Review partnership allocations, K‑1s, tax returns, and supporting workpapers.
Support the preparation and review of tax provisions, quarterly estimates, and extensions.
Assist in structuring new fund launches and evaluate the tax implications of cross‑border investments.
Work closely with legal, operations, and finance teams to ensure tax‑efficient fund structuring and operations.
Monitor and interpret changes in tax legislation (domestic and international) that could impact the client’s investment strategies or fund structures.
Participate in ongoing process improvement initiatives to streamline tax reporting and compliance.
Assist in IRS and state/local tax audits as needed.
Qualifications
4–8 years of relevant tax experience, preferably with a Big 4 or top‑tier public accounting firm and/or in‑house at an asset manager.
Strong knowledge of partnership tax and alternative investment structures (private equity, hedge funds, real assets, etc.).
CPA or Master’s in Taxation (preferred but not required).
Excellent analytical skills, with a strong attention to detail and accuracy.
Ability to manage multiple priorities in a fast‑paced environment.
Strong written and verbal communication skills.
Seniority Level Mid‑Senior Level
Employment Type Full‑time
Job Function Accounting / Auditing
Industries Venture Capital & Private Equity, Investment Management
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