Apercen Partners LLC

  • Tax Manager (Apercen Entities)

    Job Locations US-CA-Folsom
    Posted Date 3 weeks ago(1/24/2019 10:56 PM)
    Job ID
  • Overview

    Apercen Partners LLC provides comprehensive tax compliance and consulting solutions for ultra-high net worth families.  Our clients are some of the most successful corporate executives, technology entrepreneurs, and general partners of venture, hedge, and private equity funds. Since our inception in 2008, we’ve become a recognized leader throughout professional services industries.  Our growth has been driven by superior client service and supported by a dynamic and innovative culture. A career at Apercen Partners LLC offers an opportunity to make an impact in a fast-growing organization. 


    This position includes a combination of both compliance and tax consulting.  The corporate tax manager will be responsible for the tax compliance and tax consulting for a multi-state organization, in addition to being responsible for related organizations, trusts and individuals.  The corporate tax manager will work closely with the CFO and management team to provide tax planning, entity structuring and multifaceted solutions to help Apercen Partners LLC achieve its goals. Apercen Partners is a platform for individuals with a passion for tax and client service, who  want to perform at the highest stage.


    • Responsible for the planning, execution, and delivery of tax compliance and consulting projects for the firm and related entities, trusts and individuals
    • Advise on the income tax implications surrounding business/investment ownership, complex capital transactions and strategic planning structures
    • Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax advice
    • Review and file individual, flow-through entity, and fiduciary returns, as well as estate planning and trusts.
    • Collaborate with leadership on the development and implementation of best practices
    • Work closely with the management team to provide comprehensive solutions specific to our needs
    • Develops industry expertise and stays abreast of industry news


    • 5+ years of partnership and individual high net worth tax experience in a public accounting firm or law firm
    • CPA or J.D./LL.M.
    • Bachelor’s degree from an accredited college/university
    • Experience with multistate income reporting and pass-through entities
    • Experience managing projects including scheduling, budgeting, and client correspondence
    • Ability to build and maintain a proactive, professional relationship
    • Strong written and verbal communication/presentation skills (including the ability to breakdown and simplify complex tax issues)

      Desired Qualifications:  

    • Systems: GoSystems, BNA Income Tax Planner, Checkpoint RIA, Microsoft Office (advanced excel capabilities).


    *Apercen Partners offers competitive benefits including medical, dental, vision, 401K matching, paid firm holidays, paid time off and firm-sponsored technology.


    Questions?  Please email careers@apercen.com 



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