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Robert Half Tax Manager - Phenomenal team in CA, California


For faster consideration, please view my Linkedin under Charlie O'Brien and email me your resume

Our client is a prolific venture firm that puts extreme emphasis on culture of the firm. Nobody on the finance team has left in over a decade and they are growing all the time. With a phenomenal track record over their 20+ years since inception and over $7B in AUM, they are entering the second half of 2022 with big plans and they are looking for an epic Fund Tax Manager to join the charge.

Responsibilities will include:

• Prepare tax workbooks and review tax returns for funds, management company entities, and special purpose vehicles (“SPV’s”)

• Review the tax returns, Schedule K-1s and footnotes for funds, management company entities, and SPV’s

• Manage and coordinate foreign investment tax research as needed

• Analyze CFC & PFIC for foreign investments

• Review other tax reporting such as 1042s, FBAR, TIC SLT reports

• Prepare quarterly tax estimates for management company entities and members

• Prepare annual tax distribution calculation

• Analyze portfolio companies for QSBS status


Key Requirements:

  • 5+ years in public tax experience for VC funds

  • Must present well - be well spoken/friendly

• Strong analytical skills, accuracy, and attention to detail is a must

• Ability to learn new applications, programs, processes and adapt to change quickly (i.e. the ability and desire to learn and use new things without any prior knowledge)

• Bachelor’s degree with concentration in accounting

For details on salary and benefits, please view my LinkedIn under Charlie O'Brien and email me your resume.

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