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Brown Advisory

Independent investment management and strategic advisory

Experienced Tax Manager - Private Markets

Full-TimeUpdated on 10/23/2026
$135k - $185k+ Discretionary performance bonus + Discretionary long-term incentive compensation + 401(k) 50% employer match
Expert
Bachelor's
Baltimore, MD, USA
In Person
AccountingTax Accounting
No H1B Sponsorship

About the job

Requirements
  • A bachelor's degree in Accounting, Finance, or a related field is required.
  • Ten or more years of progressive tax experience with significant partnership tax compliance and review responsibilities.
  • Extensive experience with private equity, alternative investments, fund-of-funds, feeder fund structures, or asset management organizations.
  • Strong knowledge of partnership taxation, tiered partnership structures, allocations, tax capital, and investor reporting, including Schedules K-1, K-2/K-3, withholding, and composite returns.
  • Ability to manage multiple entities, competing priorities, and overlapping deadlines with strong attention to detail.
  • Advanced Excel skills and strong analytical, organizational, project management, and communication abilities.
  • Ability to work collaboratively across internal teams and external service providers while exercising sound professional judgment.
  • Must be authorized to work in the United States without current or future employer-sponsored work authorization, including H-1B, O-1, F-1 (OPT), TN, or other non-immigrant visa classifications requiring employer support or sponsorship.
Responsibilities
  • Manage the annual tax compliance process for assigned private market entities, ensuring all filing deadlines and reporting requirements are met.
  • Review federal and state partnership tax returns, Schedule K-1 and K-3 reporting, state investor packages, withholding calculations, composite filings, and related tax workpapers.
  • Coordinate with external tax service providers to monitor deliverables, resolve technical issues, and ensure complete and accurate filings.
  • Review tax allocations, tax capital reporting, investor reporting packages, and supporting documentation for consistency and accuracy.
  • Oversee payment processing, signature-page coordination, and post-filing documentation.
  • Identify discrepancies between tax returns, supporting workpapers, trackers, and investor reporting, and recommend appropriate resolutions.
  • Apply consistent tax reporting positions, controls, and documentation standards across multiple fund platforms.
  • Maintain entity inventories, compliance calendars, dependency trackers, filing dashboards, and review checklists to improve operational efficiency.
  • Partner with internal Finance, Operations, Legal, Client Service Teams, and other business teams to support tax reporting and respond to information requests.
  • Support process improvement initiatives that strengthen tax compliance controls, reporting quality, and operational effectiveness.
  • Stay current on partnership tax regulations and industry developments impacting private investment funds and alternative investments.
Desired Qualifications
  • CPA is strongly preferred.
  • Exposure to international tax reporting, including Forms 8858, 8865, and 8621, is highly preferred.

About the company

Brown Advisory is an independent investment management and strategic advisory firm serving individuals, families, institutions, and intermediaries. It builds customized investment strategies, manages portfolios, and provides strategic counsel across asset classes. The firm is employee-owned and globally distributed, emphasizing client-focused service. Its goal is to help clients achieve solid long-term financial outcomes with thoughtful guidance and ongoing support.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Baltimore, Maryland

Founded

1993

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Simplify's Take

What believers are saying

  • New York office expansion to 520 Madison Avenue signals hiring and client demand through 2026.
  • Global Value Select UCITS launched March 31, 2026 and broadened distribution across EMEA and APAC.
  • Brown Advisory's June 2026 AUM and August 2026 San Francisco promotion show continued enterprise growth.

What critics are saying

  • RockCreek integration started May 1, 2026 and can distract leadership through 2027.
  • 520 Madison Avenue relocation adds fixed costs and execution risk before year-end 2026.
  • BAIV's $100M June 2026 milestone stays tiny; one bad run can kill product momentum.

What makes Brown Advisory unique

  • Employee-owned Brown Advisory controlled $188.9B on May 31, 2026, reinforcing long-term alignment.
  • RockCreek gives Brown Advisory immediate OCIO depth for endowments, foundations, and pensions.
  • Nick Kirrage's Global Value Select and BAIV differentiate with true-to-label, behavioral value investing.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Wellness Program
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Paid Parental Leave
  • Short Term Disability
  • Group Long Term Disability
  • Basic Life & Accidental Death & Dismemberment Insurance
  • Voluntary Life & Accidental Death & Dismemberment Insurance
  • Adoption Assistance

Company News

Citybiz
Oct 23rd, 2026
UpSurge Baltimore secures $1.6M and names Christopher Brandt chief executive officer

A coalition of Maryland institutions has committed $1.6 million over two years to UpSurge Baltimore, providing operating support. The organisation has also named Christopher Brandt as its chief executive officer.

Family Wealth Report
Aug 6th, 2026
Who's moving where in wealth Management? - Brown Advisory, Raymond James.

Who's moving where in wealth Management? - Brown Advisory, Raymond James. Editorial Staff August 6, 2026 The latest executive moves, appointments and personnel changes in North American wealth management. Brown Advisory Brown Advisory has appointed Lisi Bailliere Dean as head of its San Francisco office. A partner and portfolio manager in the firm's private client, endowments and foundations business, Dean will continue advising clients. The office is located in the Presidio area of the city, and a hub for work with individuals, families, foundations, endowments and institutional investors across California. Brown Advisory, operating as a private and independent firm since 1988, was responsible for about $188.4 billion of client money as of June 30 this year. It has more than 1,000 personnel and operates 20 offices worldwide. Prior to joining Brown Advisory, Dean was a senior vice president and private wealth advisor at Capital Group Private Client Services; previously he held institutional equity sales positions at Merrill Lynch and Alex Brown. Dean holds a BA from Harvard University and an MBA from Northwestern University's Kellogg School of Management. Raymond James, Ameriprise Financial A team including three advisors, based in New Jersey, has joined the independent advisor channel of Raymond James. Operating as Seven Arrows Wealth in Parsippany, New Jersey, the team previously managed $250 million in client assets at Ameriprise Financial Services. The team is led by managing partners Ben Burklow, Morgan Burklow and Rick Vanderpool. They are joined by client concierge Judith Nixon, practice business coordinator Frieda Stamoutsos-Stamidou and client service manager Ryan Del Grande.

Yahoo Finance
Jul 3rd, 2026
Brown Advisory exits ServiceNow amid AI uncertainty, redeploys capital into Palo Alto Networks

Brown Advisory's Large-Cap Growth Strategy exited ServiceNow, Inc. (NYSE:NOW) during the first quarter of 2026 as part of efforts to refine its software sector positioning amid evolving competitive dynamics and AI innovation uncertainty. The investment firm redeployed capital into Palo Alto Networks, which it believes is better positioned for long-term growth. ServiceNow's subscription revenues increased 19% year-over-year to $3.67 billion in Q1 2026. However, shares declined 49.11% over the past 52 weeks, closing at $106.32 on 2 July 2026. The strategy experienced negative absolute returns during Q1 2026, with software sector weakness driven by concerns over AI disrupting traditional models. Hedge fund ownership of ServiceNow decreased from 118 to 108 portfolios between quarters.

NexaReport
Jul 2nd, 2026
Brown Advisory Invests in Axon -

Brown Advisory picks Axon Enterprises amid market sell-off, showcasing appetite for innovative tech and long-term growth in Australian market

Yahoo Finance
Jul 2nd, 2026
Brown Advisory buys Axon Enterprises during software sell-off as Q1 revenue hits $807M

Brown Advisory's Large-Cap Growth Strategy has initiated a position in Axon Enterprise, Inc., a public-safety technology company that develops law enforcement products including tasers, body cameras and drones. The investment firm purchased shares during a broader software sector sell-off, which it viewed as an attractive entry point. Axon has a market capitalisation of $47.87 billion and closed at $593.96 per share on 1 July 2026. The company reported 34% year-over-year revenue growth to $807 million in Q1 2026. Brown Advisory cited Axon's AI-enabled products, particularly its DraftOne platform, as key growth drivers. The firm believes Axon's integrated ecosystem and expanding product portfolio position it well for continued growth. According to data, 59 hedge funds held Axon shares at the end of Q1 2026.