Private Equity Tax Manager

Posted 2 Days Ago
Be an Early Applicant
4 Locations
In-Office
Senior level
Insurance • Professional Services • Consulting • Financial Services
The Role
Manages complex tax compliance and planning for private equity funds, investment partnerships, and alternative investment structures. Oversees partnership tax returns, Form 1065 filings, Schedule K-1s, investor reporting, tax workpapers, capital accounts, tax basis schedules, and allocations. Researches complex partnership tax matters, ensures compliance across tiered structures, and collaborates with clients and internal teams to deliver accurate work on schedule.
Summary Generated by Built In

Why We Stand Out 

Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. 

As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day.” 

Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged. 

Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. 

Think you have what it takes? 

How You’ll Contribute:

Kaufman Rossin is seeking a Private Equity Tax Manager to support complex tax compliance and planning for private equity funds, investment partnerships, and other alternative investment structures. This role will oversee partnership tax compliance, investor reporting, and technical tax matters for complex fund structures. 

  • Manage the preparation and review of complex federal, state, and local partnership tax returns 
  • Oversee Form 1065, Schedule K-1s, state filings, extensions, and estimated tax calculations 
  • Review of tax workpapers, book-to-tax reconciliations, capital accounts, tax basis schedules, and investor allocations 
  • Oversee compliance of complex fund structures, including tiered partnerships, blockers, management companies, and investment entities 
  • Research and resolve complex partnership tax issues 
  • Work closely with clients and internal teams to ensure accurate, timely, and high-quality deliverables 

Requirements

What Skills You’ll Bring 

  • 7+ years of relevant tax experience 
  • Master’s degree in Taxation or CPA licensure 
  • Strong experience with private equity funds, investment partnerships, real estate funds, or other alternative investment structures 
  • Strong knowledge of federal partnership taxation 
  • Experience reviewing partnership tax returns and related investor reporting 
  • Ability to independently research and resolve complex tax matters 
  • Strong attention to detail, organizational skills, and commitment to exceptional client service 

  

How You’ll Stand Out 

  • Experience working with private equity, venture capital, hedge funds, real estate funds, or family offices 
  • Experience with tiered partnership structures and complex waterfall and allocation methodologies 
  • Experience with state and local taxation of investment partnerships 
  • Ability to manage multiple priorities and deadlines in a fast-paced client service environment 
  • Strong communication skills and ability to collaborate with clients, team members, and firm leadership 

Benefits

We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties. 

Skills Required

  • 7+ years of relevant tax experience
  • Master's degree in Taxation or CPA licensure
  • Experience with private equity funds, investment partnerships, real estate funds, or other alternative investment structures
  • Strong knowledge of federal partnership taxation
  • Experience reviewing partnership tax returns and related investor reporting
  • Ability to independently research and resolve complex tax matters
  • Strong attention to detail, organizational skills, and commitment to exceptional client service
  • Experience with private equity, venture capital, hedge funds, real estate funds, or family offices
  • Experience with tiered partnership structures and complex waterfall and allocation methodologies
  • Experience with state and local taxation of investment partnerships
  • Ability to manage multiple priorities and deadlines in a fast-paced client service environment
  • Strong communication skills and ability to collaborate with clients, team members, and firm leadership
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The Company
700 Employees

What We Do

Kaufman Rossin is a leading independent CPA and advisory firm providing a comprehensive range of services including audit, tax, and business consulting. Founded in 1962, the firm supports organizations through various stages of growth with specialized expertise in areas like risk advisory, wealth management, and insurance. They are recognized as a top-tier firm in the U.S., known for their commitment to client service, innovation, and a supportive, inclusive company culture.

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