Senior Manager, Tax

Living Our Values
All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.

Why Join Us?

• Career Growth: Advance your career with opportunities for leadership and personal development.
• Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.
• Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.

Total Rewards
Our Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.

A Day In The Life
Under the direction of the Director, Tax, the Senior Manager, Tax will serve as a key leader for individual and pass-through investment entity tax compliance and planning. The role will collaborate closely with internal stakeholders and members of the Tax Department to ensure accurate and timely tax reporting and to support strategic tax planning for shareholders and their related ventures, investments, and businesses. The role encompasses oversight of tax matters for privately held companies, investment vehicles (including fund investments and operating businesses), as well as individuals and trusts, with responsibilities spanning income, gift, and residency planning. The Senior Manager, Tax must be able to clearly and effectively communicate complex tax concepts to a broad range of cross-functional and business stakeholders.

As a Sr Manager, Tax you will:

• Oversee accurate and compliant tax reporting for shareholders, trusts, and privately held entities, with significant emphasis on complex flow-through structures
• Perform expert-level review of federal income tax returns for individuals (Form 1040), trusts (Form 1041), partnerships (Form 1065), and S corporations (Form 1120S), as well as required state and local filings
• Perform expert-level review of quarterly and annual tax estimates and extension payments for shareholders and related entities, ensuring accuracy, alignment with underlying tax positions, and consistency across filings
• Evaluate complex tax positions, allocations, elections, and disclosures
• Review and reconcile Schedule K-1s across multiple entities and tiers, ensuring consistency of reporting among related parties
• Identify, resolve, and escalate technical, data, and compliance issues
• Coordinate with internal teams and external service providers to ensure timely, high-quality filings and adherence to internal controls
• Partner with tax leadership and external advisors to develop and implement tax-efficient planning strategies for shareholders and related structures
• Support income, gift, and estate tax planning for tax-efficient intergenerational wealth transfers
• Provide tax guidance related to family initiatives, new ventures, and evolving ownership structures
• Plan and execute tax strategies related to philanthropic activities and private foundations
• Identify and mitigate U.S. state tax residency risks and coordinate with international tax teams on foreign jurisdiction considerations
• Collaborate closely with the Director, Business Tax and Director, International Tax to align shareholder tax planning with domestic and international operating business strategies, entity structuring, and cross-border considerations
• Lead and support process improvement initiatives related to shareholder tax compliance and planning, including workflow, documentation, and coordination enhancements
• Research and analyze complex federal, state, and international tax issues
• Prepare clear, concise written summaries and recommendations for tax leadership and other stakeholders
• Engage with cross-functional business and finance stakeholders to align on tax positions and proactively communicate tax implications
• Support informed decision-making affecting shareholders and related entities
• Monitor tax law developments, including legislative changes, regulatory guidance, court decisions, and IRS and state rulings
• Assess the impact of tax law changes on shareholders and related structures and recommend strategies to minimize adverse tax consequences
• Manage and support shareholder tax notices, inquiries, and audits
• Coordinate audit and inquiry responses with internal teams and external advisors and ensure timely resolution

What We Need From You

• Bachelor's Degree in Accounting, Finance, Tax or equivalent field of study from accredited four-year college or university Req and
• Master's Degree Pref
• 7-9 years of experience in Tax including at least 7 years in public accounting Required
• Advanced knowledge of taxation for privately held entities and high-net-worth individuals, including complex flow-through structures, trusts, and multi-entity ownership arrangements
• Strong expertise in partnership and S corporation taxation, entity structuring, and transaction-related tax planning
• Proven skill reviewing complex individual, trust, partnership, and S corporation tax filings with a focus on accuracy, consistency, and risk management
• Working knowledge of gift and estate tax planning, including coordination with external advisors and evaluation of downstream tax and reporting implications
• Knowledge of philanthropic and private foundation tax compliance and reporting requirements
• Strong research and analytical skills, with the ability to synthesize complex tax issues into clear, actionable guidance
• Exceptional communication skills, including the ability to explain complex tax concepts to senior leadership and non-tax stakeholders
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment while maintaining attention to detail and quality
• Strong collaboration and relationship-building skills across tax functions, business teams, and external advisors
• Sound professional judgment and discretion in handling sensitive shareholder and confidential matters
• Demonstrated leadership ability to mentor and develop tax professionals, delegate effectively, and manage workloads during peak compliance and planning cycles
• Preferred Skills:
• Knowledge of tax considerations related to high-value personal-use assets, including aircraft
• Knowledge of state and local tax residency planning and multi-state risk mitigation
• Experience with tax process automation, technology-enabled compliance, and workflow improvements
• Exposure to international tax compliance for individuals and flow-through entities, including foreign reporting requirements and coordination with international tax teams and external advisors
• Certified Public Accountant (CPA) Upon Hire Required

Physical Requirements
The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

Travel Requirements

• 20%

Join Us
The Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at TalentAcquisition@friedkin.com. We celebrate diversity and are committed to creating an inclusive environment for all associates.

We are seeking candidates legally authorized to work in the United States, without Sponsorship.

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