Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing!
Join a premier private equity firm with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a newly launched, large-scale fund structure while gaining deep exposure to complex private equity fund tax, partnership structures, and related accounting matters.
The role offers significant ownership and visibility, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation, meals, wellness benefits, and excellent long-term career growth.
Responsibilities
- Manage tax matters across multiple funds and entities
- Prepare tax allocations, schedules, and supporting workpapers
- Coordinate with external advisors on tax returns and K-1s
- Manage tax deadlines, filings, and ongoing compliance requirements
- Support tax matters for complex private equity and evergreen fund structures
- Partner with internal teams on fund tax reporting and operational matters
- Gain additional exposure to fund accounting based on interest and business needs
- Help build and improve internal tax processes and institutional knowledge
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
- CPA required
- 8+ years of private equity tax experience
- Big 4 experience strongly preferred
- Combination of public accounting + in-house experience preferred
- Strong knowledge of partnership tax and private fund structures
- Experience preparing tax allocations and supporting external tax advisors
- Comfortable owning detailed, hands-on tax work independently
- Strong technical judgment, attention to detail, and ability to thrive in a fast-paced investment environment
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.