Form 1065 Private Equity _ Manager

• Own and manage the preparation and review of tax work papers used to calculate partnership taxable income.

• Own and manage the preparation and review of tax work papers used to calculate partnership taxable income.
• Oversee the review of tax forms including 1065, 1120, 588, 1099, W-8, 8832, 8875, 8865, 8937, 8082, and 966
• Review Federal K-1 and State K-1 schedules for partners and ensure accuracy and timely completion
• Lead analysis of financial information received from underlying portfolio companies and oversee the calculation of State and Foreign (IRC 1446, IRC 1441) tax withholdings
• Oversee partnership and partner tax basis tracking and support quarterly estimate preparation and review.
• Manage ad hoc tax projects and formulate future automation resolutions
• Collaborate with Fund Accounting and Operations teams to maintain and enhance process efficiency
• Work closely with service providers to ensure timely exchange of information and manage the oversight of all deadlines
• Provide day-to-day leadership, coaching, and performance management for junior team members, including training on partnership tax concepts, processes, and systems
• Serve as the primary escalation point for complex partnership tax issues
• Drive continuous process improvement initiatives, including standardization, automation, and documentation of tax workflows and controls
• Partner with technology and data teams to enhance tax reporting systems, data integrity, and reconciliation processes

• Postgraduate degree in Accounting, Finance, or related discipline

• Postgraduate degree in Accounting, Finance, or related discipline
• 10-12 years’ experience in US Taxation with a focus on Partnership and Corporate fund structures
• Experience in Private Equity, Real Estate, Hedge Fund, Credit, and/or Fund-of-Fund structures
• Strong analytical, problem-solving, critical thinking and decision-making skills
• A self‑starter with a proven ability to navigate complexity and drive solutions
• Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word)
• Excellent written and verbal communication skills with the ability to coordinate and partner with multiple stakeholders; English spoken and written capabilities are required
• Highly effective communicator with exceptional attention to detail and documentation standards
• A desire to work in an international team environment, often under pressure and with multiple stakeholders
• Open to work in UK Shift
• Flexible to work from Office

• In Tax, Manager, Senior Manager, and Director roles prefer candidates who hold an active primary credential, such as one of the following: (1) US CPA or foreign equivalent (2) US Enrolled Agent in good standing with an appropriate regulatory body (3) a firm?approved secondary credential
• Demonstrating Form 1065 private equity tax compliance experience
• Managing client deliverables across multiple private equity engagements
• Coaching teams through complex tax return preparation workflows
• Applying tax research and regulatory compliance consulting knowledge
• Utilizing technology and innovation to streamline compliance delivery
• Mentoring staff while balancing timelines, quality, and client needs