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Tax Manager - Private Equity

Chevy Chase, MD
CORDIA is a locally owned, top-ranked Executive/Professional Search, Contract Staffing and Outsourced Accounting Firm, run by ex-CFOs, Recruiting Veterans and Accounting Firm Partners.   

Private Equity – Tax Manager
Our Baltimore-based client - a large, entrepreneurial, highly profitable financial services/investment management firm - is currently seeking an energetic Private Equity – Tax Manager to oversee tax compliance and reporting.
Duties/ Primary Responsibilities of Position:
  • Serve as a primary point of contact with external tax service providers.
  • Coordinate the delivery of 8,000 K-1s across 150 private equity feeder funds.
  • Assist and collaborate as needed with team members from Brown Advisory’s other alternative investment products (Venture Capital, Hedge Funds, Direct Investments, etc.).
  • Liase with the Fund Administration team as well as the third-party fund administrator with respect to accounting packages, partner allocations, underlying fund K-1s, investor information and more as needed for the PE funds’ tax preparation.
  • Prepare and maintain schedules for K-1 tracking, foreign investor reporting info, stock distributions, partner transfers, state filing information, etc.
  • Coordinate the filing of the feeder fund tax returns, ensuring all returns filed timely.
  • Coordinate any required tax-related payments with tax service providers and accounts payable team.
  • Prepare and file personal property income tax returns and other ad-hoc regulatory filings as required for the feeder funds.
  • Track and timely address federal and state tax notices received for the feeder funds.
  • Work with the client service teams to ensure maintenance of investor information needed for tax reporting and to coordinate timing and delivery of Schedule K-1s.
  • Conduct tax research and draft memorandum on a variety of tax issues as required.
Position Qualifications:
  • Must have BS-Accounting or equivalent and CPA certification
  • Must have 5+ years’ experience in public accounting, corporate tax, or at a private equity firm.
  • Position requires extensive Partnership Tax Compliance
  • Prior experience with Private Equity funds preferred but not required
  • Must have excellent tax research skills
  • Excellent interpersonal, oral, and written communication skills
  • Detail oriented with ability to multi-task and stay organized

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