Bachelor's degree in accounting, finance, or related field.
7+ years managing partnership tax returns (Form 1065).
Experience with limited liability partnerships, S corporations, and K-1 reporting.
Proven track record in federal and state tax compliance, including multistate filings.
Hands-on experience with sales and use tax returns across jurisdictions.
Treasury management experience, including cash forecasting and bank relations.
Advanced Excel skills and familiarity with tax preparation software.
Responsibilities
Prepare and review federal partnership returns and related state filings.
Manage partner capital accounts and tax basis calculations.
Oversee federal and multistate income tax compliance and audits.
Prepare and file state and local sales tax returns.
Manage daily cash positioning and liquidity forecasting.
Maintain banking relationships and oversee treasury services.
Coach junior staff on tax and treasury tasks without formal authority.
Benefits
Flexible work environment with potential for hybrid arrangements.
Opportunity for professional development and growth.
Collaborative team culture with a focus on mentorship.
Access to advanced tax and treasury management tools.
Engagement with external advisors and CPA firms.
Full Job Description
Manager, Tax and Treasury
Role Overview:
Turtlebox Audio, LLC seeks a Manager of Tax and Treasury to own federal, state partnership tax compliance and day-to-day treasury operations. This role leads preparation and review of partnership returns for our limited liability partnership structure, which includes both S-corporation and LLC members.
The manager also oversees federal, state and local tax compliance, including sales and use tax filings across our operating jurisdictions. On the treasury side, the manager runs cash management, commercial banking relationships and liquidity forecasting.
This is a hands-on player/coach role with no direct reports. The manager prepares and reviews the work personally while guiding junior accounting staff and outside advisors.
Key Responsibilities:
Partnership tax
Support preparation and review federal partnership returns (Form 1065) and related state partnership and composite returns.
Support preparation and review Schedules K-1, K-2 and K-3, ensuring accurate allocations to S-corporation and LLC members.
Maintain partner capital accounts, tax basis calculations and Section 704(b) and 704(c) allocations.
Manage Section 754 elections and related basis adjustments under Sections 734(b) and 743(b).
Coordinate partner-level reporting, distribution planning and tax estimate calculations for members. Answer detailed questions from member tax preparers and assist in their filings.
Evaluate and administer state pass-through entity tax (PTET) elections beneficial to members.
Federal and state tax compliance
Support federal and multistate income and franchise tax compliance, including nonresident withholding and composite filings. Ensure quarterly payments are made in a timely manner.
Track filing deadlines, extensions and estimated payments across all jurisdictions.
Respond to notices and support federal and state audits, including the centralized partnership audit regime (BBA).
Prepare quarterly and year-end tax provisions and related account reconciliations.
Monitor legislative and regulatory changes and assess their impact on the partnership and its members.
State and local sales tax
Prepare, file and remit state and local sales and use tax returns on monthly, quarterly and annual schedules.
Monitor economic and physical nexus and manage registrations in new jurisdictions.
Maintain exemption and resale certificates and taxability matrices for products and services.
Manage sales tax software and integrations with the ERP and billing systems.
Lead responses to sales and use tax audits.
Treasury management
Manage daily cash positioning, bank account administration and payment approvals.
Prepare 13-week and annual cash flow forecasts and liquidity reports for leadership.
Maintain commercial banking relationships and oversee treasury services, fees and account structures.
Assist in monitoring compliance with debt covenants and manage borrowing on credit facilities.
Invest excess cash within approved policy limits.
Design and maintain internal controls over cash, wires, ACH and fraud prevention.
Coordinate partner distributions and tax distribution funding with the tax calendar.
Coaching and collaboration
Coach junior accounting staff on tax and treasury tasks and review their work, without formal supervisory responsibility.
Manage relationships with outside CPA firms, tax advisors and banks.
Partner with accounting, FP&A and legal on entity structuring, transactions and planning.
Required qualifications
Bachelor's degree in accounting, finance or a related field.
At least 7 years of experience managing the preparation and review of partnership tax returns (Form 1065).
Direct experience with limited liability partnerships whose members include both S corporations and LLCs, including member-level allocations and K-1 reporting.
Demonstrated experience supporting state and federal tax compliance, including multistate filings, extensions, estimates and notice resolution.
Hands-on experience preparing and filing state and local sales and use tax returns across multiple jurisdictions.
Treasury management experience, including cash forecasting, bank relationship management and payment controls.
Working knowledge of Subchapter K, including capital accounts, basis and special allocations.
Advanced Excel skills and experience with tax preparation software.
Qualifications:
Bachelor's degree in accounting, finance or a related field.
At least 7 years of experience managing the preparation and review of partnership tax returns (Form 1065).
Direct experience with limited liability partnerships whose members include both S corporations and LLCs, including member-level allocations and K-1 reporting.
Demonstrated experience supporting state and federal tax compliance, including multistate filings, extensions, estimates and notice resolution.
Hands-on experience preparing and filing state and local sales and use tax returns across multiple jurisdictions.
Treasury management experience, including cash forecasting, bank relationship management and payment controls.
Working knowledge of Subchapter K, including capital accounts, basis and special allocations.
Advanced Excel skills and experience with tax preparation software.
Preferred Experience:
CPA license, or Master's in Taxation (MST).
Public accounting experience in a partnership or pass-through tax practice.
Experience with sales tax automation tools.
Experience with treasury management systems and online banking platforms.
Familiarity with PTET regimes and multistate pass-through withholding rules.
Strong attention to detail and the ability to manage many deadlines at once.
Clear written and verbal communication with partners, executives and outside advisors.
Strong judgment with confidential financial information.
Work Environment and Physical Requirements:
Must be able to lift 50lbs
Must be able to work in multiple environments. Indoor and outdoor environments, depending on job details.
Must be legally authorized to work in Texas without requiring visa sponsorship.
