Standish Management

Private equity fund administration services

Tax Manager - Management Company & Investment Adviser Tax

Tax AccountingConfirmed live in the last 24 hours

Full-timeNo salary listedIn-person

About the Job

Requirements

At least 5 years of public accounting experience.
Strong background in partnership taxation and pass-through entities.
Experience with management companies, investment advisers, or alternative asset management clients.
Knowledge of multistate taxation, market-based sourcing, PTET, and state and local tax issues.
Strong client service, communication, and leadership skills.

Responsibilities

Review and manage federal, state, and local tax returns for management companies, investment advisers, and operating partnerships.
Advise clients on management fee income, expense allocations, partner compensation, guaranteed payments, and partnership tax matters.
Lead multistate tax consulting projects, including nexus, market-based sourcing, apportionment, and state filing requirements.
Manage PTET elections, compliance, estimated payments, and related planning opportunities.
Research and resolve complex federal and state tax issues.
Serve as a primary client contact and provide proactive tax planning throughout the year.
Mentor staff, review work product, and manage engagement timelines and budgets.

Desired Qualifications

CPA or Enrolled Agent credential.
Experience with private equity and venture capital management company structures.
State tax consulting and planning experience.
Experience with GoSystem, CCH Axcess, or similar tax compliance software.

Job Description

We are seeking a Tax Manager to join our Private Equity and Venture Capital Tax Practice, focused on management companies, investment advisers, and operating partnerships. This role will lead federal, state, and local tax compliance and advisory engagements while serving as a trusted advisor to clients on complex partnership and SALT matters.

Key Responsibilities:

Review and manage federal, state, and local tax returns for management companies, investment advisers, and operating partnerships.
Advise clients on management fee income, expense allocations, partner compensation, guaranteed payments, and partnership tax matters.
Lead multistate tax consulting projects, including nexus, market-based sourcing, apportionment, and state filing requirements.
Manage PTET elections, compliance, estimated payments, and related planning opportunities.
Research and resolve complex federal and state tax issues.
Serve as a primary client contact and provide proactive tax planning throughout the year.
Mentor staff, review work product, and manage engagement timelines and budgets.

Required Qualifications:

CPA or Enrolled Agent preferred.
5+ years of public accounting experience.
Strong background in partnership taxation and pass-through entities.
Experience with management companies, investment advisers, or alternative asset management clients.
Knowledge of multistate taxation, market-based sourcing, PTET, and SALT issues.
Strong client service, communication, and leadership skills.

Stand-Out Qualifications:

Private equity and venture capital management company structures.
State tax consulting and planning.
GoSystem, CCH Axcess, or similar tax compliance software.

Benefits:

Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
Comprehensive disability/maternity and paternity plans
401K
Flexible Vacation Plan
Sick Time Accrual Plan
Standard holidays along with year-end office closure
A flexible work environment for all employees

About the Company

Standish Management

Private equity fund administration services

Standish Management provides comprehensive fund administration and corporate services for private equity firms. It operates with a high-touch, white-glove approach that seamlessly integrates with clients' finance teams, handling all aspects of private fund administration regardless of fund size or maturity. Its services include cash monitoring, asset ownership verification, record-keeping, and other back-office tasks, delivered globally to both established and emerging private equity managers. Unlike rivals, Standish is designed by CFOs for CFOs, offering a 360-degree, end-to-end solution across fund families and delivering tailored, expert support to optimize back-office operations. The company aims to be a trusted, global partner for private equity managers by providing reliable, expert administration and corporate services that ensure efficient fund management.

Company size: 501-1,000
Company stage: Not listed
Total funding: $972.7K
Headquarters: San Francisco, CA
Founded: 2007

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