Partnership Taxation Manager (Asset Management)
Veracity Software Inc, Irvine, California, United States, 92713
Hybrid - 3x a week
Irvine, CA
Los Angeles, CA 90071
San Francisco, CA
As a
Partnership Taxation Manager (Asset Management) , you will lead and review complex partnership tax engagements while providing high-quality tax consulting services to asset management clients. You will work closely with the Partnership Tax team to deliver accurate, compliant, and value-driven tax solutions, focusing on partnership taxation under
Subchapter K , client service excellence, and team leadership. This role offers access to advanced tools, collaborative teams, and a growth-oriented environment designed to help you succeed.
Key Responsibilities
Perform primary and secondary reviews of complex partnership, joint venture, and non-corporate entity tax returns
Evaluate tax aspects of partnership agreements and manage IRC
704(b) capital accounts
Manage multiple client engagement teams; plan, execute, and complete tax projects across asset management clients
Deliver tax planning, consulting, and compliance services, including partnership structuring, entity formation, and M&A transactions
Design and implement tax-planning strategies while managing engagement budgets and timelines
Research and consult on complex tax matters, primarily related to Subchapter K partnership taxation
Utilize tax software and research tools to prepare, review, and process returns
Respond to inquiries from the IRS and other tax authorities
Maintain ongoing client communication to manage expectations, meet deadlines, and strengthen client relationships
Manage, train, mentor, and evaluate staff; provide engagement-level and year-end performance feedback
Support business development efforts, including opportunity identification, proposal development, and client pursuits
Perform other duties as assigned
Required Qualifications
Bachelor's degree in Accounting
CPA certification (Required)
Minimum 6-10 years of progressive tax compliance and/or tax consulting experience in public accounting or a mix of public accounting and industry
Strong experience in partnership taxation with a focus on Subchapter K
Ability to work in-office 3 days per week (Hybrid model)
Ability to travel as business needs require
Preferred Experience
Experience with partnership structuring, entity formation, and mergers & acquisitions
Asset management, private equity, hedge fund, or real estate partnership experience
Required Skills & Competencies
Advanced knowledge of US GAAP, partnership returns, joint ventures, and non-corporate entity taxation
Strong understanding of IRC Subchapter K partnership taxation and 704(b) capital accounts
Excellent analytical, technical, and tax accounting/technology skills
Exceptional client service and communication skills with the ability to build long-term client relationships
Proven leadership abilities, including recruiting, training, coaching, and mentoring professionals
Strong written, interpersonal, and presentation skills
Ability to manage multiple engagements and competing priorities in a fast-paced, results-driven environment
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Irvine, CA
Los Angeles, CA 90071
San Francisco, CA
As a
Partnership Taxation Manager (Asset Management) , you will lead and review complex partnership tax engagements while providing high-quality tax consulting services to asset management clients. You will work closely with the Partnership Tax team to deliver accurate, compliant, and value-driven tax solutions, focusing on partnership taxation under
Subchapter K , client service excellence, and team leadership. This role offers access to advanced tools, collaborative teams, and a growth-oriented environment designed to help you succeed.
Key Responsibilities
Perform primary and secondary reviews of complex partnership, joint venture, and non-corporate entity tax returns
Evaluate tax aspects of partnership agreements and manage IRC
704(b) capital accounts
Manage multiple client engagement teams; plan, execute, and complete tax projects across asset management clients
Deliver tax planning, consulting, and compliance services, including partnership structuring, entity formation, and M&A transactions
Design and implement tax-planning strategies while managing engagement budgets and timelines
Research and consult on complex tax matters, primarily related to Subchapter K partnership taxation
Utilize tax software and research tools to prepare, review, and process returns
Respond to inquiries from the IRS and other tax authorities
Maintain ongoing client communication to manage expectations, meet deadlines, and strengthen client relationships
Manage, train, mentor, and evaluate staff; provide engagement-level and year-end performance feedback
Support business development efforts, including opportunity identification, proposal development, and client pursuits
Perform other duties as assigned
Required Qualifications
Bachelor's degree in Accounting
CPA certification (Required)
Minimum 6-10 years of progressive tax compliance and/or tax consulting experience in public accounting or a mix of public accounting and industry
Strong experience in partnership taxation with a focus on Subchapter K
Ability to work in-office 3 days per week (Hybrid model)
Ability to travel as business needs require
Preferred Experience
Experience with partnership structuring, entity formation, and mergers & acquisitions
Asset management, private equity, hedge fund, or real estate partnership experience
Required Skills & Competencies
Advanced knowledge of US GAAP, partnership returns, joint ventures, and non-corporate entity taxation
Strong understanding of IRC Subchapter K partnership taxation and 704(b) capital accounts
Excellent analytical, technical, and tax accounting/technology skills
Exceptional client service and communication skills with the ability to build long-term client relationships
Proven leadership abilities, including recruiting, training, coaching, and mentoring professionals
Strong written, interpersonal, and presentation skills
Ability to manage multiple engagements and competing priorities in a fast-paced, results-driven environment
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