Tax Manager - Partnerships - PE Portfolio Company Tax

Overview

This role supports the PE Partnerships group, providing tax and business advisory services and tax compliance to private equity clients. You will work alongside firm leadership to serve clients and help build the business, while also coaching staff and contributing to team and engagement success.

Responsibilities

• Provide tax, accounting, and advisory services to PE clients.
• Oversee and perform services related to accounting, bookkeeping, and prepared or compiled financials.
• Review and analyze accounting records and/or reporting with clients; provide analysis and consultation and communicate to discuss accounting and business matters.
• Deliver best-in-class customer service with an emphasis on being responsive, timely, professional, and accurate.
• Lead and plan client engagements; evaluate processes and procedures within client services and implementation to identify efficiencies and internal control issues.
• Provide recommendations for business and process improvements based on client operations, processes, and business objectives.
• Manage and build client relationships; act as liaison to address and resolve client issues; assist team leaders with researching and providing additional services.
• Delegate and oversee work by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations.
• Maintain current knowledge of local, state, and federal tax practices and laws.
• Assist with client engagement staffing and billings/collections to help ensure client profitability targets are met.
• Use entrepreneurial skills to network and build relationships internally and externally with clients and the community.
• Invest in professional development through individual growth and firm-wide learning and development programs.
• Support growth and development of team members by helping associates meet professional goals.

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 (port co).
• Demonstrated management, analytical, organization, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, commit to continuous learning, understand both the “big picture” and details, demonstrate ethical knowledge and commitment, and complete projects timely.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.

Preferred Qualifications

• Experience with tax compliance and consulting for the private equity sector, including work with portfolio companies (port co).

Compensation & Benefits

• The pay rate range for this position (national): $91,220 - $172,990.
• In CA, pay rate range: $112,500 to $172,950.
• Actual compensation is influenced by factors including skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location.
• A comprehensive compensation and benefits package is offered to eligible employees.

Location

• CA (pay rate range provided for California).