Tax Manager

Graphite Financial is a growing boutique finance, accounting, tax, and strategy firm (www.graphitefinancial.com) built to help startup and high-growth companies scale efficiently and sustainably. Graphite Financial is redefining the "finance department" for early-stage companies and VC-backed startups. We deliver high-caliber accounting and finance leadership and support to entrepreneurs and management teams building scalable, high-growth companies.

Role Purpose

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.

Serve as a 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.

Success in This Role

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.

• Partnership Tax Expertise: You have spent meaningful time inside the complexity of partnership taxation — allocations, K-1 preparation, basis tracking, 704(b) and 704(c) issues, waterfall structures, and the nuances of VC-backed entity stacks.
• Large Project Management: You have led or co-led tax engagements that involved significant scope, multiple workstreams, and tight deadlines.
• Capacity and Availability: 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.
• Client Relationship Ownership: Your communication, judgment, and professionalism determine whether clients trust us with their most sensitive financial matters.
• Proactive Communication: You communicate early, clearly, and professionally.
• Technical Precision Under Pressure: You maintain your technical standards when the volume is high and the calendar is tight.
• Immediate Availability: We are looking for candidates who can start now.

Core Responsibilities

Partnership Tax — Primary Focus

• Own and manage complex partnership tax engagements from initiation through filing, including multi-tiered structures.
• Prepare, review, and sign off on partnership returns (Form 1065) and associated K-1 packages.
• Apply 704(b) and 704(c) allocation rules, including special allocations, capital account maintenance, and book-tax difference tracking.
• Manage partner basis calculations, at-risk rules, and passive activity considerations.
• Advise clients on partnership agreement tax provisions, including carried interest, preferred return structures, and waterfall economics.
• Support clients through transactions involving partnership interests.

Large Project Management

• Lead and coordinate the immediate large-scale tax engagement from day one, including scoping, workstream organization, team assignment, and timeline management through September 15.
• Manage multiple concurrent tax workstreams across client engagements simultaneously.
• Establish and enforce project milestones, identify risks early, and communicate status clearly.
• Direct the work of Associates and Senior Associates; review deliverables and provide feedback.

Client Advisory & Delivery

• Serve as the primary tax advisor for assigned clients.
• Prepare and deliver tax planning memos, technical analyses, and advisory communications.
• Advise clients on entity structure, tax efficiency, and planning opportunities.
• Coordinate with Graphite's Accounting and Finance service lines.

Technical Tax Coverage

• Manage federal and state income tax compliance for pass-through entities, C-corporations, and multi-entity structures.
• Stay current on tax law developments affecting startups and pass-through taxation.
• Support clients through R&D tax credit analysis, Section 83(b) elections, QSBS planning, and other early-stage company tax matters.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field required; Master's in Taxation (MST) or LLM in Taxation strongly preferred.
• CPA required.
• 6–10+ years of tax experience with significant focus on partnership taxation; public accounting background (Manager or Senior Manager level) strongly preferred.
• Demonstrated expertise in Form 1065 preparation and review, K-1 packages, 704(b)/(c) allocations, basis tracking, and complex partnership structures.
• Proven experience managing large, multi-workstream tax projects with tight deadlines.
• Experience advising VC-backed, early-stage, and growth-stage companies.
• Familiarity with startup-specific tax matters including QSBS, Section 83(b) elections, R&D credits, and equity compensation taxation.
• Strong written and verbal communication skills.
• Immediate availability to start and commitment to the project timeline through September 15 are firm requirements.
• Experience working in a remote, multi-client professional services environment is strongly preferred.

Before You Apply

Please consider the following before submitting your application:

1. Do you have direct, hands-on partnership tax experience — including Form 1065 preparation, K-1s, and 704(b)/(c) allocations?
2. Are you available to start immediately?
3. Can you commit to the upcoming project's significant time demand through September 15, including approximately 600+ hours over the project period?
4. Are you currently located and authorized to work in the United States?

Comprehensive Benefits & Perks

• Health & Wellness: Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company.
• Financial Security: Company-paid Short-Term and Long-Term Disability insurance.
• Work/Life Balance: Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave.
• Remote Work Setup: Fully remote position with company-provided technology equipment and a $250 technology stipend.
• 401k: With a company match.