Experienced Tax Manager, Private Markets

Experienced Tax Manager, Private Markets

Position Summary

Brown Advisory is seeking an Experienced Tax Manager, Private Markets to oversee tax compliance, reporting, and related advisory matters across the firm's private equity and alternative investment feeder-fund platform, including ISG/BAGM and Global Managers series, Signature, NextGen, and other related investment vehicles. This role is designed for an experienced private funds tax professional who can independently manage a portfolio of entities across multiple fund platforms, service providers, reporting requirements, and compliance deadlines.

The Experienced Tax Manager will oversee the full annual tax compliance lifecycle for assigned entities, partnering closely with external tax advisors, internal finance and operations teams, and other stakeholders to ensure timely, accurate, and consistent tax reporting. The role requires strong technical judgment, the ability to critically review outsourced tax work, and the project management skills to coordinate multiple overlapping deliverables while maintaining a high standard of quality and compliance.

This position may be aligned internally at the Manager or Senior Manager level based on the successful candidates experience, technical expertise, demonstrated scope of responsibility, and other job-related qualifications.

Duties of this position include, but are not limited to:

• Manage the annual tax compliance process for assigned private market entities, ensuring all filing deadlines and reporting requirements are met.
• Review federal and state partnership tax returns, Schedule K-1 and K-3 reporting, state investor packages, withholding calculations, composite filings, and related tax workpapers.
• Coordinate with external tax service providers to monitor deliverables, resolve technical issues, and ensure complete and accurate filings.
• Review tax allocations, tax capital reporting, investor reporting packages, and supporting documentation for consistency and accuracy.
• Oversee payment processing, signature-page coordination, and post-filing documentation.
• Identify discrepancies between tax returns, supporting workpapers, trackers, and investor reporting, and recommend appropriate resolutions.
• Apply consistent tax reporting positions, controls, and documentation standards across multiple fund platforms.
• Maintain entity inventories, compliance calendars, dependency trackers, filing dashboards, and review checklists to improve operational efficiency.
• Partner with internal Finance, Operations, Legal, Client Service Teams and other business teams to support tax reporting and respond to information requests.
• Support process improvement initiatives that strengthen tax compliance controls, reporting quality, and operational effectiveness.
• Stay current on partnership tax regulations and industry developments impacting private investment funds and alternative investments.

Job requirements include:

• Bachelors degree in Accounting, Finance, or a related field is required; CPA strongly preferred.
• 10+ years of progressive tax experience with significant partnership tax compliance and review responsibilities.
• Extensive experience with private equity, alternative investments, fund-of-funds, feeder fund structures, or asset management organizations.
• Strong knowledge of partnership taxation, tiered partnership structures, allocations, tax capital, and investor reporting: Schedules K-1, K-2/K-3, withholding, and composite returns.
• Exposure to international tax reporting, including Forms 8858, 8865, and 8621, is highly preferred.
• Demonstrated ability to manage multiple entities, competing priorities, and overlapping deadlines with exceptional attention to detail.
• Advanced Excel skills with strong analytical, organizational, project management, and communication abilities.
• Ability to work collaboratively across internal teams and external service providers while exercising sound professional judgment.

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Maryland Base Salary

This position may be aligned internally at either the Manager or Senior Manager level based on the successful candidates experience, qualifications, technical expertise, demonstrated scope of responsibility, and other job-related considerations.

Manager: $135,000$160,000

Senior Manager: $160,000$185,000

Actual compensation will be determined based on experience, qualifications, skills, location, and other job-related factors. This position is also eligible for a discretionary performance bonus plus additional discretionary long-term incentive compensation.

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
 Medical
 Dental
 Vision
 Wellness program participation incentive
 Financial wellness program
 Fitness event fee reimbursement
 Gym membership discounts
 Colleague Assistance Program
 Telemedicine Program (for those enrolled in Medical)
 Adoption Benefits
 Daycare late pick-up fee reimbursement
 Basic Life & Accidental Death & Dismemberment Insurance
 Voluntary Life & Accidental Death & Dismemberment Insurance
 Short Term Disability
 Paid parental leave
 Group Long Term Disability
 Pet Insurance
 401(k) (50% employer match up to IRS limit, 4 year vesting)