Veracity Software Pvt. Ltd. · 22 hours ago
Partnership Taxation Manager (Asset Management)
Irvine, CA
Full-time
Hybrid
Senior Level
6+ years expVeracity Software Pvt. Ltd. is seeking a Partnership Taxation Manager (Asset Management) to lead and review complex partnership tax engagements for asset management clients. The role involves providing high-quality tax consulting services, managing client engagement teams, and delivering tax planning and compliance services with a focus on partnership taxation under Subchapter K.
Information Technology & Services
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
Qualification
Required
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
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
Preferred
Experience with partnership structuring, entity formation, and mergers & acquisitions
Asset management, private equity, hedge fund, or real estate partnership experience
Company
Veracity Software Pvt. Ltd.
At Veracity, if you have an idea you want to validate, a product you need to build, or an existing product that needs optimization, our teams are trained to jump in wherever needed.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase