Tax Manager – Minneapolis – Salary up to $175k DOE
Overview:
We are looking for a Tax Manager with extensive experience in PE Tax. The ideal candidate will manage all tax-related activities for our PE funds, portfolio companies, investor strategies, and general partner entities. Reporting directly to the CFO, you will collaborate with external tax advisors and the finance team.
Responsibilities:
- Oversee and ensure timely filings of all tax returns
- Maintain accurate tax reconciliations on a quarterly & annual basis
- Work with Controller on quarterly tax reports for stakeholders
- Ensure compliance with foreign investor tax requirements
- Manage tax estimates for the management company and oversee partner tax planning and reporting
- Plan state tax sourcing for the management company and funds
- Implement tax-saving strategies for pass-through entities
- Handle federal and state tax withholding requirements
- Coordinate with Portfolio Companies/Deal Teams on acquisition and exit transaction structures
- Optimize after-tax returns for investors
- Work with external tax providers as necessary
- Review tax workpapers, federal and state tax returns, Schedule K-1s, quarterly estimates, and non-US tax filings.
Qualifications:
- Bachelor’s Degree in Accounting, CPA certification preferred
- 4-8 + years of experience in financial services
- In-depth knowledge of complex PE investment structures, partnership accounting, private equity and credit fund tax accounting, and carry waterfalls.
- Understanding of management company tax accounting, foreign holdings, and compliance
If you are interested in learning more, please contact Erin Sullivan at [email protected].
#LI-ES1