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Brown Advisory

Independent investment management and strategic advisory

Experienced Tax Manager - Private Markets

Tax AccountingConfirmed live in the last 24 hours
Full-timeBaltimore, MD, USAIn-person

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

Independent investment management and strategic advisory

Brown Advisory provides independent investment management and strategic advisory services for individuals, families, endowments, foundations, and institutions. Its team of equity-owned professionals creates tailored investment plans, builds and monitors portfolios, and offers strategic guidance across asset classes, including mutual funds and ETFs. It stands out because it is employee-owned and independent, enabling aligned interests and a high-touch, client-centric approach with a global team. Its goal is to deliver solid client outcomes by combining thoughtful investment management with strategic counsel and exceptional service.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Baltimore, MD
Founded
1993

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