Tax Manager

<meta><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(57,123,136);font-size:10pt;white-space:pre-wrap;">ROLE PURPOSE</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><i><em style="color:rgb(102,102,102);font-size:11pt;white-space:pre-wrap;">This role is open for immediate hire and start date due to an incoming, large-scale client engagement that requires a highly capable tax professional ready to contribute from day one. The right candidate is not looking for a ramp — they are ready to lead. The project runs through September 15 and will require significant time commitment through that date. Beyond the project, this is a full-time role with a growing firm and a long-term career path.</em></i></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(17,17,17);font-size:11pt;white-space:pre-wrap;">Serve as a Tax Manager and project leader within Graphite Financial’s Tax Service Line, owning the delivery of complex tax engagements for a portfolio of startup, growth-stage, and VC-backed clients. The Tax Manager brings </span><span style="color:rgb(68,71,70);font-size:10.5pt;white-space:pre-wrap;">significant experience in partnership taxation</span><span style="color:rgb(17,17,17);font-size:11pt;white-space:pre-wrap;">  in partnership taxation, the organizational discipline to manage large, multi-workstream projects, and the professional presence to serve as a trusted advisor to founders and management teams.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(57,123,136);font-size:10pt;white-space:pre-wrap;">SUCCESS IN THIS ROLE</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><i><em style="color:rgb(102,102,102);font-size:11pt;white-space:pre-wrap;">This is a fully remote, client-facing role in a professional services firm. You will manage complex tax engagements, lead project teams, and communicate directly with clients who are making real financial decisions based on your guidance. The following qualities define what it means to perform at a high level in this role.</em></i></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="color:rgb(29,66,93);font-size:11pt;white-space:pre-wrap;">Partnership Tax Expertise: </strong></b><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">You have spent meaningful time inside the complexity of partnership taxation — allocations, K-1 preparation, basis tracking, 704(b) and 704(c) issues. This is not a learning opportunity for partnership tax; it is a requirement.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="color:rgb(29,66,93);font-size:11pt;white-space:pre-wrap;">Large Project Management: </strong></b><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">You have led or co-led tax engagements that involved significant scope, multiple workstreams, and tight deadlines. You know how to organize the work, manage a team against a timeline, and keep a large engagement on track without losing quality.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="color:rgb(29,66,93);font-size:11pt;white-space:pre-wrap;">Capacity and Availability: </strong></b><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">This role requires a large span of availability through September 15. Candidates must be honest with themselves about their ability to commit to 600+ hours over this period. This is non-negotiable for the immediate engagement.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="color:rgb(29,66,93);font-size:11pt;white-space:pre-wrap;">Client Relationship Ownership: </strong></b><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Your communication, judgment, and professionalism determine whether clients trust us with their most sensitive financial matters.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="color:rgb(29,66,93);font-size:11pt;white-space:pre-wrap;">Proactive Communication: </strong></b><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">You communicate early, clearly, and professionally — with clients, with leadership, and with your team.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="color:rgb(29,66,93);font-size:11pt;white-space:pre-wrap;">Technical Precision Under Pressure: </strong></b><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">You maintain your technical standards when the volume is high and the calendar is tight.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="color:rgb(29,66,93);font-size:11pt;white-space:pre-wrap;">Immediate Availability: </strong></b><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">We are looking for candidates who can start now. If you require a lengthy transition, this is not the right opportunity at this time.</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(57,123,136);font-size:10pt;white-space:pre-wrap;">CORE RESPONSIBILITIES</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(17,17,17);font-size:11pt;white-space:pre-wrap;">Partnership Tax — Primary Focus</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Own and manage partnership tax engagements from initiation through filing.</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Prepare, review, and sign partnership returns (Form 1065) and associated K-1 packages with accuracy and attention to client-specific allocation requirements</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Apply 704(b) and 704(c) allocation rules, including special allocations, capital account maintenance, and book-tax difference tracking</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Manage partner basis calculations, at-risk rules, and passive activity considerations across complex ownership structures</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Advise clients on partnership agreement tax provisions, including carried interest, preferred return structures, and waterfall economics</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Support clients through transactions involving partnership interests, including contributions, distributions, redemptions, and liquidations</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(17,17,17);font-size:11pt;white-space:pre-wrap;">Large Project Management</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Lead and coordinate the immediate large-scale tax engagement from day one, including scoping, workstream organization, team assignment, and timeline management through September 15</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Manage multiple concurrent tax workstreams across client engagements simultaneously, maintaining quality and timeliness across all</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Establish and enforce project milestones, identify risks early, and communicate status clearly to leadership and clients</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Direct the work of Associates and Senior Associates on the engagement; review deliverables before client delivery and provide clear, actionable feedback</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(17,17,17);font-size:11pt;white-space:pre-wrap;">Client Advisory & Delivery</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Serve as the primary tax advisor for assigned clients, owning the relationship and the quality of every deliverable</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Prepare and deliver tax planning memos, technical analyses, and advisory communications on complex issues relevant to startups and growth-stage companies</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Advise clients on entity structure, tax efficiency, and planning opportunities as their businesses evolve through fundraising, growth, and potential liquidity events</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Coordinate with Graphite’s Accounting and Finance service lines to ensure integrated, consistent client service</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(17,17,17);font-size:11pt;white-space:pre-wrap;">Technical Tax Coverage</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Manage federal and state income tax compliance for pass-through entities, C-corporations, and multi-entity structures</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Stay current on tax law developments affecting startups, venture-backed companies, and pass-through taxation, and proactively communicate relevant changes to clients</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Support clients through R&D tax credit analysis, Section 83(b) elections, QSBS planning, and other early-stage company tax matters</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(57,123,136);font-size:10pt;white-space:pre-wrap;">QUALIFICATIONS</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Bachelor’s degree in Accounting, Finance, or a related field required; </span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">6–10+ years of tax experience with significant focus on partnership taxation; public accounting background (Manager or Senior Manager level) strongly preferred</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Demonstrated expertise in Form 1065 preparation and review, K-1 packages, 704(b)/(c) allocations, basis tracking, and complex partnership structures</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Proven experience managing large, multi-workstream tax projects with tight deadlines and multiple stakeholders</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Experience advising VC-backed, early-stage, and growth-stage companies on tax planning, entity structure, and compliance</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Familiarity with startup-specific tax matters </span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Strong written and verbal communication skills; ability to explain complex tax positions clearly to non-tax audiences</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Immediate availability to start and commitment to the project timeline through September 15 are firm requirements</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Experience working in a remote, multi-client professional services environment is strongly preferred</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(57,123,136);font-size:10pt;white-space:pre-wrap;">BEFORE YOU APPLY</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(17,17,17);font-size:11pt;white-space:pre-wrap;">Please consider the following before submitting your application. These are firm requirements, not preferences:</span></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Do you have direct, hands-on partnership tax experience — including Form 1065 preparation, K-1s, and 704(b)/(c) allocations?</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Are you available to start immediately?</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Can you commit to the upcoming project’s significant time demand through September 15, including approximately 600+ hours over the project period?</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(34,34,34);font-size:11pt;white-space:pre-wrap;">Are you currently located and authorized to work in the United States?</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="white-space:pre-wrap;">Comprehensive Benefits & Perks:</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="white-space:pre-wrap;">Health & Wellness: </strong></b><span style="white-space:pre-wrap;">Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="white-space:pre-wrap;">Financial Security:</strong></b><span style="white-space:pre-wrap;"> Company-paid Short-Term and Long-Term Disability insurance.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="white-space:pre-wrap;">Work/Life Balance To Include:</strong></b><span style="white-space:pre-wrap;"> Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="white-space:pre-wrap;">Remote Work Setup:</strong></b><span style="white-space:pre-wrap;"> Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup.</span></li><li style="font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="white-space:pre-wrap;">401k: </strong></b><span style="white-space:pre-wrap;">With a company match </span></li></ul>