Job Description

Job Overview – Tax Manager (Private Equity):

Compensation: $120,000 – $140,000/year + bonus

Location: Montgomery County, PA

Schedule: Monday to Friday (Hybrid)

Become a valuable member of our private equity client’s team as a Tax Manager in Montgomery County, PA (Hybrid). In this role, you will manage fund-level tax compliance, oversee third-party tax service providers, ensure accurate K-1 reporting, and support investor communications. You’ll collaborate with external advisors and internal teams, maintain tax documentation, stay current on tax regulations, and drive operational excellence across fund compliance initiatives.

Responsibilities as the Tax Manager (Private Equity):

• Third-Party Coordination: Manage relationships with external tax service providers for tax filings and K-1 delivery.
• Tax Compliance Oversight: Review and finalize externally prepared tax returns, ensuring accuracy and timeliness.
• Process & Documentation Management: Oversee tax compliance workflows and maintain comprehensive tax policies and procedures.
• Stakeholder Communication: Serve as the main contact for external advisors, auditors, consultants, and fund administrators.
• Regulatory Monitoring & Investor Support: Track tax law changes, assess operational impacts, and assist with investor tax inquiries.
• Team Leadership: Guide junior staff, delegate tasks, and ensure high-quality deliverables across fund tax projects.

Qualifications for the Tax Manager (Private Equity):

• Education: Bachelor’s degree in Accounting, Finance, or a related field required.
• Experience: 7+ years of partnership tax experience in fund accounting, with a background in managing staff and coordinating with external service providers.
• Technical Proficiency: Strong knowledge of private investment fund tax structures, carried interest, key tax forms (1065, 1120, 1120-F, 1042, 8804), and familiarity with tax software and workflow improvements.
• Skills & Attributes: Excellent organizational, analytical, communication, and project management skills, with the ability to manage multiple priorities in a fast-paced environment.
• Industry Knowledge: In-depth knowledge of closed-end fund LP agreements, tax allocations, carried interest provisions, federal withholding rules, state and local compliance, and international tax regulations.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

ID #44439

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