Senior Tax Manager – Venture Capital

This is a fully remote position, open to applicants in California.

📋 Description

• Lead the High Net Worth tax practice at the firm, focusing on the venture capital ecosystem.

• Build and oversee a team that provides tax planning, compliance, and consulting services.

• Serve venture capital general partners, investment professionals, angel and limited partner investors, as well as family offices.

• Offer technical expertise in partnership taxation and qualified small business stock.

• Guide proactive planning for liquidity events and multi-generational wealth transfers.

• Strive for excellence in client service and create innovative solutions for complex tax challenges.

• Supervise and manage tax compliance, planning, and consulting services.

• Review and manage complex tax returns for corporations, partnerships, individuals, and trusts.

• Conduct technical reviews of intricate fact patterns and perform tax research.

• Establish and uphold quality control procedures.

• Enhance firm processes and resolve operational inefficiencies.

• Ensure compliance with professional standards and best practices.

• Nurture existing client relationships and discover new business opportunities.

• Broaden the firm's client base through business networking and professional connections.

• Engage in recruiting and staffing decisions, which include interviewing, hiring, and onboarding.

• Create and deliver internal training programs.

• Mentor and support junior team members.

• Report directly to Masha Herzbrun.

⛳️ Requirements

• Bachelor’s Degree in accounting, finance, or a related field.

• Over 7 years of experience in public accounting, specifically in preparing and reviewing tax returns for pass-through entities, corporations, trusts, and/or high net worth individuals.

• CPA or EA license is mandatory.

• Proficient in tax preparation software and financial analysis tools.

• Strong technical tax knowledge, including analytical, research, critical thinking, and decision-making skills.

• Excellent written and verbal communication skills, with the ability to clearly articulate complex tax outcomes to clients and their advisors.

• Leadership capabilities to mentor, develop, and scale a team of tax professionals.

• Ability to juggle multiple priorities and meet deadlines in a fast-paced environment, especially with time-sensitive transactions and multiple K-1 analyses.

• Highly organized with exceptional time management skills and a keen attention to detail.

• Capacity to build trusted relationships with clients, their wealth managers, estate planning attorneys, and financial advisors.

• Up-to-date knowledge of legislation and tax law changes impacting venture capital funds and investors.

• Basic understanding of carried interest taxation, including Section 1061 three-year holding period rules, carried interest vehicle structures, and management fee waiver arrangements.

• Familiarity with the venture fund lifecycle.

• Expertise in Section 1202 qualified small business stock (QSBS).

• Knowledge of Section 83(b) elections.

• Understanding of investment-related individual tax issues.

• Familiarity with international investor reporting, including PFIC, CFC, foreign partnership filings, FBAR, and Form 8938 requirements.

🏝️ Benefits

• Comprehensive health coverage, including medical, dental, and vision.

• 401(k) plan with matching contributions.

• Financial wellness programs available.

• Vacation, sick days, holidays, parental leave, and volunteer days.

• Options for hybrid or remote work.

• Flexible working hours.

• Performance-based discretionary bonuses.

• Tuition reimbursement programs.

• Support for certifications.

• Mentorship opportunities.

• Career advancement and internal mobility options.

• Diversity, Equity, and Inclusion initiatives.

• Employee resource groups.

• Wellness programs.