Description
Michelle Espejo with Robert Half Financial Services is recruiting for a Tax Manager at a Fund Services Provider. Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. FULLY REMOTE WORK (must live in the Bay Area)
Responsibilities:
Provide comprehensive tax services in line with U.S. tax regulations and deadlines.
Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.
Stay updated on tax legislation changes and advise clients and internal teams.
Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.
Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.
Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
5+ years of tax experience with investment partnerships (hedge funds, private equity, VC, real estate).
Strong knowledge of U.S. tax law and advanced Excel skills.
CPA
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration.
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