Hiring: Manager/VP, Tax - Private Wealth Company: StepStone Group Location: San Diego, CA Job Posted Time: 2026-09-10 11:24:59 About the job Experience: •8 to 12 years of progressive tax experience in asset management, mutual funds, or alternative investments. •12 years of progressive tax experience in asset management, mutual funds, or alternative investments. Required Skills: •Support end-to-end RIC tax reporting and compliance for funds investing in private markets and alternative asset strategies, including monitoring of income tests, asset tests, and distribution requirements under Subchapter M. •Coordinate with our Big 4 advisors across all tax engagements, reviewing work product, tracking deliverables, and ensuring deadlines are met under the direction of senior leadership. •Assist in the preparation and review of year-end tax provisions under ASC 740, including deferred tax calculations and FIN 48 documentation, working alongside external advisors. •Coordinate the preparation and filing of federal, state, and excise tax returns with fund accounting teams and third-party vendors, ensuring accuracy and timeliness. •Manage international tax filing obligations, including Forms 8865 (foreign partnerships), 5471 (foreign corporations), 926 (transfers to foreign corporations), 8621 (PFICs), and FBAR filings, coordinating with advisors and tracking submissions. •Receive and analyze Schedule K-1s from fund investments; understand and apply the underlying tax information to fund-level tax basis tracking and compliance reporting. •Assist outside providers with K-1 collection, data reconciliation, and tracking of new entities as the fund structure expands. •Track and maintain partnership tax basis across fund investments, including basis adjustments, distributions, and related documentation. Qualifications: •Exceptional organizational skills with the ability to manage multiple workstreams and deadlines simultaneously. •Strong written and verbal communication skills, including the ability to clearly explain complex tax issues to non-tax stakeholders. •Forward-thinking approach to AI and emerging technology as tools to enhance research, streamline workflows, and improve efficiency within the tax function. •Process-oriented mindset with a desire to build and improve workflows in a growing environment. •Hands-on, detail-oriented, and self-motivated, with a strong sense of ownership and accountability. •Demonstrated capacity to proactively drive projects and initiatives forward. •The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. Compensation: •$162,000 - $180,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!