About the Tax Manager Role at Our Top-Tier Investment Firm

Join a prestigious investment firm in Berkeley, California, as our next Tax Manager. This pivotal full-time position offers the chance to lead tax strategy for a high-growth organization managing billions in assets. As Tax Manager, you'll partner with C-suite executives, financial analysts, and cross-functional teams to ensure seamless tax compliance while driving strategic tax planning initiatives. Perfect for seasoned tax professionals with CPA credentials who excel in dynamic financial environments, this role combines technical expertise with leadership opportunities in one of the nation's premier investment hubs.

Berkeley, CA, known for its innovative spirit and proximity to Silicon Valley, provides an ideal backdrop for this career-defining opportunity. You'll contribute to tax-efficient structures supporting venture capital, private equity, and alternative investments, making a tangible impact on organizational success.

Key Responsibilities

• Lead comprehensive tax compliance programs including federal, state, international filings, and partnership returns
• Develop sophisticated tax planning strategies to minimize liabilities and maximize after-tax returns
• Oversee quarterly tax provisions, effective tax rate forecasting, and financial statement support
• Manage relationships with external tax advisors, auditors, and regulatory bodies
• Conduct in-depth tax research on complex issues like carried interest, qualified small business stock, and opportunity zones
• Implement advanced tax technologies and automation to streamline processes and reduce cycle times
• Collaborate on M&A transactions providing tax due diligence, structuring advice, and integration support
• Mentor tax analysts and associates, fostering professional growth within the team
• Monitor legislative changes and assess impacts on fund structures and investment strategies
• Deliver executive-level presentations on tax matters, risks, and opportunities

Required Qualifications for Tax Manager Success

To thrive in this Tax Manager position, candidates need proven expertise in investment firm taxation. Essential qualifications include:

• Education: Bachelor's degree in Accounting, Taxation, Finance, or related field; Master's in Taxation preferred
• Certification: Active CPA license required; additional credentials like CMI a plus
• Experience: 5-8+ years in tax management, ideally within investment management, private equity, or hedge funds
• Technical Skills: Deep knowledge of US GAAP, IRC Sections relevant to investments, FIN 48, and ASC 740
• Software Proficiency: Expert in CCH Axcess, Thomson Reuters, Excel advanced modeling, and ERP integrations
• Soft Skills: Exceptional analytical thinking, meticulous attention to detail, and stakeholder communication

Candidates from Big 4 firms, regional CPA practices serving investment clients, or in-house tax teams at similar firms will find this role particularly rewarding. Experience with pass-through entities, K-1 preparation, and fund-of-funds taxation is highly valued.

Why Join Us? Exceptional Benefits and Career Growth

Beyond competitive compensation ($120K-$160K base + bonus), we offer a comprehensive benefits package designed for work-life integration and professional advancement:

• Hybrid work model with flexibility for Berkeley's vibrant lifestyle
• Unlimited learning budget for CPE, certifications, and conferences
• Equity participation opportunities in high-performing funds
• Wellness programs including gym memberships and mental health support
• Pathways to Director of Tax and VP-level roles within 3-5 years

Robert Half proudly presents this exclusive opportunity. With our firm's track record of 25%+ annual returns and recent $2B capital raise, you'll join at a transformative moment. Apply now through Robert Half to connect with recruiter JC del Rosario and elevate your tax career in Berkeley, CA's thriving financial ecosystem. Keywords: Tax Manager jobs Berkeley CA, Investment firm tax careers, CPA investment taxation roles.