Tax Manager - Private Funds

Tax Manager – Private Funds

Multiple Locations | Hybrid Work Environment

If youre a Private Funds tax professional who enjoys leading teams, advising sophisticated clients, and working through complex fund structures, this role offers the chance to step into a true leadership position—without sacrificing balance, visibility, or growth.

This opportunity sits within a nationally respected Private Funds tax practice serving hedge funds, with exposure to private equity, fund-of-funds, and real estate vehicles. Youll operate as a trusted advisor to fund managers, guide high-performing teams, and contribute directly to both client strategy and practice growth.

What Youll Do

Tax Strategy & Compliance

• Lead tax compliance and advisory engagements for hedge funds and other private fund clients

• Review complex partnership and corporate tax returns, with emphasis on:

  • Hedge fund structures

  • Investor allocations

  • Income recharacterization

• Advise on advanced technical areas including securities trading, mark-to-market accounting, fund structuring, and management/incentive fee arrangements

• Interpret evolving tax legislation impacting private funds and identify planning opportunities

• Provide guidance on federal, state, and international tax matters, including PFIC, CFC, and withholding considerations

• Manage multiple engagements while maintaining high standards for quality and client service

Client Leadership

• Serve as the primary client contact, owning relationships, timelines, and deliverables

• Drive engagement planning and execution in collaboration with partners and directors

• Identify and implement tax strategies aligned with client objectives

• Oversee billing, budgeting, and WIP management

• Build long-term, trust-based client relationships through proactive communication

Team & Practice Leadership

• Lead, coach, and mentor staff and seniors, supporting both technical and career development

• Foster a collaborative, high-accountability team environment

• Contribute to training, mentoring, and leadership development initiatives

• Support process improvements and knowledge sharing across the broader Private Funds tax group

• Bring forward-thinking ideas and a continuous-improvement mindset to leadership

What You Bring

• Bachelors degree in Accounting or related field

• CPA license or active progress toward completion

• 5+ years of progressive public accounting experience focused on private fund taxation (hedge, private equity, or real estate)

• Demonstrated experience managing client relationships and engagement teams

• Strong communication skills with the ability to explain complex tax concepts clearly

• Proven leadership, project management, and organizational capabilities

• Comfort operating in a fast-paced, collaborative environment

Preferred Experience

• Review of complex, multi-tier partnership structures

• Fund-level and investor-level allocation expertise

• Knowledge of carried interest, incentive allocations, and distribution waterfalls

• Ability to spot planning opportunities and contribute meaningfully to strategic client discussions

Locations

• Cleveland, Akron, Youngstown, OH

• Baltimore, MD

• Buffalo or New York, NY

• Chicago, IL

• Denver / Greenwood Village, CO

• Detroit or St. Clair Shores, MI

• Milwaukee, WI

• Philadelphia or Pittsburgh, PA
  
  Hybrid work model

Why This Role Stands Out

This is a leadership role for tax professionals who want influence—not just responsibility. Youll work in a people-first environment that values expertise, collaboration, and long-term career development, while operating in one of the most technically challenging and in-demand areas of tax.

If youre looking to deepen your Private Funds expertise, expand your leadership footprint, and work with clients who value strategic insight—not just compliance—this role deserves a closer look.