About the Tax Manager Role at Robert Half

Robert Half is proud to partner with a leading organization in Boston, Massachusetts, seeking a talented Tax Manager to join their dynamic tax function. This full-time position offers an exciting opportunity for experienced tax professionals specializing in partnership taxation and alternative investment structures. Located in the heart of Boston, MA, this role provides the chance to work with sophisticated investment portfolios, manage complex tax compliance, and contribute to strategic tax planning initiatives. With a competitive salary starting at $145,000, this Tax Manager position is ideal for professionals looking to advance their career in a collaborative, high-impact environment.

The Tax Manager will serve as a pivotal leader, overseeing tax operations, ensuring regulatory compliance, and driving efficiency across multiple entities. Boston's thriving financial sector makes this an exceptional opportunity to engage with innovative alternative investments, private equity structures, and partnership tax complexities. If you thrive in fast-paced settings, excel at multitasking, and have a passion for tax strategy, this role at our client's organization through Robert Half could be your next career milestone.

Key Responsibilities

• Review and approve comprehensive tax workpapers and tax returns for partnerships, LLCs, and other entities, ensuring accuracy and compliance with federal, state, and local regulations.
• Oversee state tax risk analysis delivered by external firms, providing critical oversight and recommendations to mitigate exposure.
• Assist in the meticulous review of partnership tax returns for portfolio entities, identifying opportunities for optimization and compliance.
• Conduct thorough reviews of quarterly and annual tax estimate workpapers, supporting precise forecasting and provision calculations.
• Manage and coordinate relationships with outsourced tax service providers, ensuring seamless delivery of services and alignment with organizational goals.
• Support investor distributions by rigorously ensuring compliance with tax withholding requirements, including FATCA and backup withholding rules.
• Maintain and update partner information databases for accurate reporting, withholding calculations, and K-1 issuance.
• Monitor project timelines using advanced tracking tools, prioritizing tasks to meet deadlines in a high-volume environment.
• Collect, organize, and review documentation to substantiate tax filings, calculations, and positions taken on returns.
• Analyze complex legal agreements, including partnership agreements, contribution documents, and distribution schedules, to determine tax implications for contributions, distributions, allocations, and reporting items.
• Respond promptly and professionally to internal and external inquiries regarding tax reporting, positions, and compliance matters.
• Undertake additional projects and special tasks, such as tax research, process improvements, and ad-hoc modeling, contributing to the evolution of the tax function.

Required Qualifications for Tax Manager

To succeed in this Tax Manager role, candidates must demonstrate strong expertise in partnership taxation and alternative investment structures. A Bachelor's degree in Accounting, Finance, Taxation, or a related field is required, with a CPA certification strongly preferred. Candidates should bring 5-8 years of progressive experience in tax management, ideally within investment firms, private equity, hedge funds, or similar environments.

• Deep knowledge of partnership tax rules under Subchapter K, including allocations, basis calculations, and at-risk rules.
• Proficiency with tax software such as Thomson Reuters ONESOURCE, CCH Axcess, or similar platforms.
• Excellent analytical skills for dissecting legal documents and deriving tax consequences.
• Proven project management abilities, with experience juggling multiple deadlines and stakeholders.
• Strong communication skills for collaborating with internal teams, external advisors, and investors.
• Familiarity with state tax nexus, apportionment, and composite return requirements.
• High attention to detail and commitment to accuracy in a detail-oriented field.

Robert Half values diversity and inclusion, encouraging applications from professionals with a track record of innovation in tax compliance and planning.

Why Join Us Through Robert Half?

Joining this organization via Robert Half means gaining access to a supportive team in Boston's vibrant financial hub. Enjoy a competitive salary range of $145,000 - $165,000, comprehensive benefits including health insurance, 401(k) matching, generous PTO, and professional development opportunities. Our client offers hybrid work flexibility, performance bonuses, and a collaborative culture focused on growth. As a Robert Half placement, you'll benefit from our expertise in matching top talent with premier opportunities. Apply today to elevate your tax career in partnership taxation and alternative investments!

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