Tax Manager at Audax Group

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jan, 26

Salary

0.0

Posted On

03 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Partnership Tax, Alternative Investments, Tax Returns, Tax Workpapers, State Risk Analysis, Portfolio Holding Company, Tax Estimate Workpapers, Outsourced CPA Management, Tax Withholding Requirements, K1 Reporting, Documentation Review, Legal Document Analysis, Investor Communication, Excel Proficiency, Interpersonal Skills, Multi-tasking

Industry

Investment Management

Description

Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, and London. Since its founding in 1999, the firm has raised over $40 billion in capital across its Private Equity and Private Debt businesses. With more than 400 employees and approximately 180 investment professionals, the firm is a leading capital partner for North American middle market companies. For more information, visit the Audax Group website www.audaxgroup.com. POSITION SUMMARY: The Tax Manager will be a key member of the growing Tax Team. Experience in partnership tax is required, with particular knowledge of alternative investments. The Tax Manager must be able to coordinate and manage several projects at the same time. RESPONSIBILITIES: Review and sign-off of tax workpapers and tax returns for funds, GP and Co-Invest entities Review and sign-off of state risk analysis workpaper prepared by CPA firms Assist with review and sign-off of portfolio holding company partnership tax returns Review and sign-off of quarterly and annual tax estimate workpapers for funds, GP and Co-Invest entities Oversee and manage outsourced CPA team Support distributions to investors by identifying tax withholding requirements Help maintain partner information used for K1 reporting and withholding calculations Update and monitor various project trackers Collect and review documentation to support tax return filings and calculations Analyze legal documents such as operating agreements to determine tax implications of contributions, distributions, tax allocations, and other reporting items Respond to investor questions on tax reporting Ad hoc projects as needed REQUIREMENTS/QUALIFICATIONS: Bachelor’s degree 5-8 years of partnership tax, with a blend of Big 4 and industry experience Knowledge of individual, corporate, foreign tax reporting, and/or state tax helpful Proficiency in Excel Excellent interpersonal and communication skills Team player, attention to detail, and proven ability to multi-task OTHER DUTIES: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Audax Management Co. is an equal opportunity employer. Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.

Responsibilities

The Tax Manager will review and sign-off on tax workpapers and returns for various entities, oversee outsourced CPA teams, and support investor distributions by identifying tax withholding requirements. Additionally, the role involves analyzing legal documents to determine tax implications and responding to investor inquiries regarding tax reporting.