Experienced Tax Manager, Private Markets

Posted Yesterday
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Baltimore, MD, USA
In-Office
135K-185K Annually
Expert/Leader
Financial Services
The Role
Manage tax compliance and reporting for private equity and alternative investment entities. Review partnership returns, K-1/K-3 schedules, allocations, withholding, composite filings, investor packages, and tax workpapers. Coordinate external tax providers, resolve technical issues, maintain compliance calendars and reporting controls, support process improvements, and ensure accurate filings across multiple fund platforms. The role requires extensive partnership taxation expertise, strong project management, advanced Excel skills, and collaboration across Finance, Operations, Legal, and service providers.
Summary Generated by Built In

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Experienced Tax Manager, Private Markets


Position Summary

Brown Advisory is seeking an Experienced Tax Manager, Private Markets to oversee tax compliance, reporting, and related advisory matters across the firm's private equity and alternative investment feeder-fund platform, including ISG/BAGM and Global Managers series, Signature, NextGen, and other related investment vehicles. This role is designed for an experienced private funds tax professional who can independently manage a portfolio of entities across multiple fund platforms, service providers, reporting requirements, and compliance deadlines.


The Experienced Tax Manager will oversee the full annual tax compliance lifecycle for assigned entities, partnering closely with external tax advisors, internal finance and operations teams, and other stakeholders to ensure timely, accurate, and consistent tax reporting. The role requires strong technical judgment, the ability to critically review outsourced tax work, and the project management skills to coordinate multiple overlapping deliverables while maintaining a high standard of quality and compliance.

This position may be aligned internally at the Manager or Senior Manager level based on the successful candidate’s experience, technical expertise, demonstrated scope of responsibility, and other job-related qualifications.


Duties of this position include, but are not limited to:

  • 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.

Job requirements include:

  • Bachelor's degree in Accounting, Finance, or a related field is required; CPA strongly preferred.
  • 10+ 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: Schedules K-1, K-2/K-3, withholding, and composite returns.
  • Exposure to international tax reporting, including Forms 8858, 8865, and 8621, is highly preferred.
  • Demonstrated ability to manage multiple entities, competing priorities, and overlapping deadlines with exceptional attention to detail.
  • Advanced Excel skills with strong analytical, organizational, project management, and communication abilities.
  • Ability to work collaboratively across internal teams and external service providers while exercising sound professional judgment.

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).


Maryland Base Salary

This position may be aligned internally at either the Manager or Senior Manager level based on the successful candidate’s experience, qualifications, technical expertise, demonstrated scope of responsibility, and other job-related considerations.


Manager: $135,000–$160,000


Senior Manager: $160,000–$185,000


Actual compensation will be determined based on experience, qualifications, skills, location, and other job-related factors. This position is also eligible for a discretionary performance bonus plus additional discretionary long-term incentive compensation.

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
•    Medical
•    Dental
•    Vision
•    Wellness program participation incentive
•    Financial wellness program
•    Fitness event fee reimbursement
•    Gym membership discounts
•    Colleague Assistance Program
•    Telemedicine Program (for those enrolled in Medical)
•    Adoption Benefits
•    Daycare late pick-up fee reimbursement
•    Basic Life & Accidental Death & Dismemberment Insurance
•    Voluntary Life & Accidental Death & Dismemberment Insurance
•    Short Term Disability
•    Paid parental leave
•    Group Long Term Disability
•    Pet Insurance
•    401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

Skills Required

  • Bachelor’s degree in Accounting, Finance, or a related field
  • CPA certification
  • 10+ 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, investor reporting, Schedules K-1 and K-2/K-3, withholding, and composite returns
  • Experience with international tax reporting, including Forms 8858, 8865, and 8621
  • Ability to manage multiple entities, competing priorities, and overlapping deadlines with exceptional attention to detail
  • Advanced Excel skills
  • Strong analytical, organizational, project management, and communication abilities
  • Ability to collaborate across internal teams and external service providers while exercising sound professional judgment
  • Authorization to work in the United States without current or future employer-sponsored work authorization
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The Company
HQ: Baltimore, MD
911 Employees
Year Founded: 1993

What We Do

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, Frankfurt, London, New York, San Francisco, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 42 countries and territories and are served by over 800 colleagues worldwide, all of whom are equity owners of the firm. Mutual Fund Website: https://www.brownadvisory.com/mf Social Media Disclosures: https://www.brownadvisory.com/us/social-media-disclosures

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