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Robert Half Tax Manager - Investments in Wayne, Pennsylvania


Dynamic investment firm seeks a Tax Manager (Fund Accounting) with partnership tax expertise. The candidate will lead the firm’s tax compliance function and assist in financial reporting and daily operations responsibilities for the various funds and investment vehicles.

This role is expected to be on a hybrid, minimum 3 day a week in person, schedule for the foreseeable future.

Essential Duties & Responsibilities:

  • Lead tax compliance function of the private equity funds, co-investment vehicles, upper tier entities, various holding company structures, and other firm entities with support from larger finance team, fund administrator, and outsourced tax preparers

  • Assist in preparation of financial statements and reporting, including annual audits

  • Assist finance team with daily operations responsibilities (Treasury, Compliance, AR, AP, etc.)

  • Support finance team in portfolio company reporting and valuation, including interfacing with portfolio company finance executives and tax preparers

  • Maintain/evolve estimates and forecasting models for business leaders and finance management.

  • Prepare ad hoc reports/analyses as necessary to provide insight and support for management

  • Periodically assist in investor relations projects, including interfacing with the firm’s institutional and high net worth individual investors


The ideal Tax Manager (Fund Accounting) will have a Bachelor's degree in Accounting or related studies.

Other requirements for the Fund Accounting Manager role include and are not limited to:

· 3+ years' of tax experience at a public accounting firm/private equity/fund administrator

· CPA preferred

· Partnership tax experience preferred

· Supervision experience not required

· Excellent presentation and communication skills

For more information on this Tax Manager (Fund Accounting) role and other full-time accounting and finance opportunities, please contact us at 484.214.2902 and reference JO#03710-0012849150.

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