Tax Manager - Partnerships - PE Portfolio Company Tax

Overview

This role supports private equity (PE) partnerships clients by delivering tax and business advisory services and tax compliance. You will work alongside firm leadership, directly impacting client outcomes and business growth, while also coaching a team of staff members.

Responsibilities

• Provide tax, accounting, and advisory services to PE clients.
• Oversee accounting, bookkeeping, and prepared or compiled financials.
• Review and analyze accounting records and reporting; provide analysis and consultation and communicate with clients regarding accounting and business matters.
• Deliver high-quality client service with a focus on responsiveness, timeliness, professionalism, and accuracy.
• Lead and plan client engagements; evaluate client service processes and implementation functions to identify efficiencies and internal control issues.
• Recommend business and process improvements based on knowledge gained from client operations, processes, and business objectives.
• Manage and build client relationships; serve as a liaison to address and resolve client issues; support team leaders with research and additional services to clients.
• Delegate and oversee team work by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client delivery expectations.
• Maintain current knowledge of local, state, and federal tax practices and laws.
• Assist with engagement staffing, billings/collections, and ensure client profitability targets are met.
• Network internally and externally to build strong relationships with clients and the community.
• Invest in professional development through firm-wide learning and development programs.
• Support the growth and development of team members through coaching and mentoring.

Qualifications

• 4-year degree required.
• Master’s degree or other advanced degree desirable.
• CPA, Law License, or Enrolled Agent required.
• Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm.
• Two (2) years of supervisory experience, mentoring, and counseling associates.
• Experience with tax compliance and consulting for the private equity sector preferred, especially providing tax compliance and consulting for portfolio companies.
• Demonstrated management, analytical, organization, interpersonal, project management, and communication skills.
• Ability to lead and supervise others; provide exceptional client service; demonstrate commitment to continuous learning; apply ethical knowledge and commitment; and ensure timely, high-quality project completion.
• Highly developed software skills and Microsoft Suite proficiency.
• Eligibility to work in the U.S. without sponsorship preferred.

Compensation & Benefits

• The national pay rate range is: $91, 220 - $172, 990.
• In CA, pay rate range is: $112, 500 to $172, 950.
• Actual compensation is influenced by factors including skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location.

Location

CA (California) pay rate range is: $112, 500 to $172, 950.