San Francisco, CA, 94103, USA
20 hours ago
Tax Manager
Description Overview: A growing financial services firm is seeking a Tax Manager or Associate Director to join its tax department. This role is ideal for a tax professional with strong leadership skills and deep expertise in U.S. partnership taxation, particularly within fund administration. The position offers the opportunity to lead a team, manage complex tax compliance processes, and contribute to strategic tax planning initiatives. Position Summary: The Tax Manager or Associate Director will be responsible for overseeing the preparation and filing of federal and state tax documents, developing tax strategies, and ensuring compliance with evolving tax laws and regulations. This role involves direct interaction with clients, internal teams, and external auditors, and requires a proactive approach to identifying and resolving tax-related issues. Key Responsibilities: + Deliver a full range of tax services in compliance with U.S. tax laws and regulations + Manage the preparation and review of federal and state tax returns and related workpapers + Ensure timely and accurate filing of all tax forms + Maintain effective internal controls over the tax process + Monitor tax law changes and communicate implications to internal stakeholders + Develop strategies to capitalize on legislative changes + Build strong client relationships and provide expert tax planning and consulting + Identify and mitigate tax risks + Lead and mentor tax team members + Coordinate with external auditors and tax reviewers + Review and update tax documentation and respond to data requests + Calculate quarterly estimated tax payments + Handle ad hoc tax compliance requests from clients and investors Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements Qualifications: + 3+ years of supervisory experience in fund administration or a related industry + CPA certification preferred + Advanced degree in taxation, JD, or LLM is a plus + Strong knowledge of U.S. partnership taxation and fund structures + Proficiency in Microsoft Office; experience with CCH Axcess Tax Software is a plus + Excellent written and verbal communication skills + Proven ability to manage teams and workflows effectively + Strong organizational, interpersonal, and problem-solving skills + Ability to work independently and collaboratively with stakeholders Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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