Senior Tax Manager, Private Debt
Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, and London. Since its founding in 1999, the firm has raised over $38 billion in capital across its Private Equity and Private Debt businesses. With more than 400 employees and over 160 investment professionals, the firm is a leading capital partner for North American middle market companies. For more information, visit the Audax Group website www.audaxgroup.com.
POSITION SUMMARY:
The Senior Tax Manager will be a key member of the growing Tax Team. Experience in partnership tax is required, with particular knowledge of alternative investments and experience in or a willingness to focus on debt instruments. The Senior Tax Manager must be able to coordinate and manage several projects at the same time.
RESPONSIBILITIES:
- Review and sign off tax workpapers and tax returns for funds, GP and Co-Invest entities
- Review and sign off state risk analysis workpaper prepared by CPA firms
- Review and sign off quarterly and annual tax estimate workpapers for funds, GP and Co-Invest entities
- Oversee and manage outsourced CPA team along with junior members of internal team
- Update and monitor project tracker
- Collect and review documentation to support tax return filings
- Analyze legal documents such as LPAs to determine tax implications of contributions, distributions, tax allocations, and other reporting items
- Respond to investor questions on tax reporting
- Oversee timely and properly responses to tax notices and tax refunds received
- Help coordinating between internal and external teams to complete the long-term tax projections on a quarterly basis
- Ad hoc projects as needed
REQUIREMENTS/QUALIFICATIONS:
- 7+ years of partnership tax, prefer with blend of Big 4 and industry experience
- Knowledge of individual, corporate, foreign tax reporting and/or state tax helpful
- Proficiency in Excel
- Excellent interpersonal and communication skills
- Team player, attentive to detail, and proven ability to multi-task
LOCATION: Boston, MA. Hybrid – 3 days/week in office
Open to candidates who are looking to relocate to the Boston-area
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
Audax Management Co. is an equal opportunity employer.
Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.