Position

We are seeking a highly motivated and detail-oriented tax professional to join our Finance team in a tax role. The ideal candidate will have experience working with complex partnership structures, coordinating with external tax advisors, and managing a broad range of federal, state, local, and indirect tax matters.

 

This role will support the firm's tax compliance, planning, reporting, investor communications, taxable income forecasting, and tax distribution processes across multiple legal entities and partnership structures. The successful candidate will serve as a key liaison between internal stakeholders, investors, and external tax advisors, helping ensure timely, accurate, and compliant tax reporting.

Responsibilities

Tax Compliance & Reporting

• Coordinate and review federal, state, and local tax filings for partnerships, corporations, and affiliated entities.
• Manage annual partnership compliance processes, including Schedule K-1 reporting and related investor communications and deliverables.
• Assist with tax provision calculations and support financial statement reporting requirements.
• Assist with responses and oversight on tax notices and audits
• Prepare and review quarterly and annual taxable income projections for partnerships and affiliated entities.
• Analyze projected taxable income and cash flow requirements to support determination of tax distribution amounts.
• Assist with calculating and administering partner tax distributions in accordance with partnership agreements.
• Monitor capital accounts and allocations to ensure accurate tax reporting and compliance
• Partner with Finance and Treasury teams to forecast tax-related cash requirements and distribution timing.

State, Local & Indirect Tax

• Monitor state nexus, apportionment, and filing requirements across multiple jurisdictions.
• Coordinate composite tax filings, withholding requirements, and estimated tax payments.
• Research and analyze state and local tax developments and assess potential impacts on the business.
• Assist with sales and use tax compliance, registrations, filings, and audits.
• Evaluate the taxability of services, software, and vendor transactions under applicable state and local tax rules.

Investor Tax Support & Communications

• Serve as a primary point of contact for investors, partners, and internal stakeholders on tax-related matters.
• Respond promptly and professionally to investor inquiries regarding Schedule K-1s, partnership allocations, capital accounts, tax basis, taxable income allocations, tax distributions, composite tax elections, state filing requirements, and estimated tax payments.
• Coordinate with external tax advisors
• Draft and distribute investor-facing tax communications, including K-1 notices, composite election packages, estimated tax payment communications, taxable income projections, tax FAQs, and other tax-related correspondence.
• Prepare and communicate estimated annual and quarterly taxable income projections to investors, partners, and internal stakeholders, as needed.
• Coordinate the quarterly and annual tax distribution process, including calculations, communications, funding schedules, and related investor reporting.

Process Improvement & Controls

• Identify opportunities to improve tax processes, documentation, controls, and automation.
• Maintain tax calendars, workpapers, and supporting documentation.
• Contribute to the development of scalable processes to support the firm's continued growth.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, and CPA designation
• 10-15 years of relevant tax experience
• Experience working directly with external tax advisors
• Strong knowledge of partnership taxation and flow-through entity structures.
• Experience preparing taxable income projections
• Familiarity with federal, state, and local tax regulations and reporting requirements.
• Experience with sales and use tax compliance and indirect tax matters.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills with the ability to communicate effectively with senior management, investors, and external advisors.

Skills

• Strong attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Exceptional client service and investor communication skills.
• Collaborative and team-oriented approach.
• Sound judgment and ability to research and interpret complex tax matters.
• Ability to explain complex tax concepts to non-tax professionals.

Compensation Range

The anticipated base salary range for this role is $150,000 to $225,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.