| Location | San Mateo, California |
About the Company
A leading technology-focused private equity firm with U.S. and international offices, managing over $23B in committed capital and investing in software and technology-enabled services businesses.
Position Summary
The firm is seeking a full-time Tax Senior or Tax Manager to join its Finance team. This hybrid role (Mon–Thu in-office, Fri remote) reports to the Tax Director and is responsible for partnership taxation, investor reporting, compliance, and tax-related accounting functions.
Key Responsibilities
Oversee and review federal and state partnership tax returns (Form 1065), including Schedule K-1s.
Manage capital account maintenance, partner allocations, and tax basis tracking.
Coordinate with external tax advisors on compliance and tax planning.
Calculate/manage quarterly estimated payments, state PTE taxes, composite returns, and withholding obligations.
Monitor partnership tax law changes and assess impact.
Respond to investor and partner tax inquiries.
Verify carried interest waterfalls and related allocations.
Lead general ledger functions for tax/holding entities, ensuring compliance with GAAP or tax-basis standards.
Prepare/analyze financial statements; support audits and tax filings.
Implement process improvements to enhance efficiency, accuracy, and automation.
Present annual process improvement results to leadership.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field.
5+ years of progressive accounting/tax experience, with emphasis on partnership taxation.
Advanced understanding of Subchapter K, capital accounts, and tax basis accounting.
Strong Excel skills; experience with financial/tax reporting tools.
Excellent analytical, communication, and organizational skills.
U.S. work authorization required.
CPA designation or active pursuit preferred.
Compensation & Benefits
Competitive salary and outstanding benefits, including top-tier medical, dental, and vision coverage, 401(k) match, life and disability insurance, and additional perks.