Tax Senior Manager – Private Equity Portfolio Companies

Overview

This role focuses on providing tax expertise to portfolio operating companies backed by private equity. The ideal candidate will have a deep understanding of private equity structures and deliver strategic tax solutions that support compliance and optimize outcomes for portfolio companies.

Responsibilities

• Ensure compliance with federal, state, and local tax regulations for portfolio companies.
• Interpret and apply U.S. tax code sections related to partnerships and other investment structures.
• Demonstrate comprehensive knowledge of private equity portfolio company structures, including partnerships, corporations, and various investment vehicles.
• Advise on tax-related intricacies of partnership structures, allocations, and distributions.
• Provide consulting and tax modeling for mergers & acquisitions (M&A) and equity transactions.
• Collaborate with deal teams to assess tax implications and structure transactions efficiently.

Requirements

• Bachelor’s degree in Accounting, Finance, or Law; Master’s in Tax/LLM preferred.
• 7+ years of recent public accounting firm experience working with passthrough entities and Subchapter K reporting matters.
• Experience managing multiple projects and client engagements.
• Experience developing team members, assigning projects, and managing workflow.
• CPA certification required.
• Strong leadership and project/team management skills.
• Excellent communication and networking abilities.
• Ability to manage and grow strong client relationships.
• Experience with tax software and technology.

Physical and Cognitive Requirements

• Regularly required to remain stationary, use hands repetitively to operate office equipment, and communicate in person and by telephone.
• Must have specific vision abilities including close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• Regularly required to use written and oral communication skills, read and interpret data and documents, observe and interpret situations.
• Ability to work under deadlines with frequent interruptions.
• Interaction with internal and external clients and colleagues is required.

Compensation & Benefits

• Generous time off and paid holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• Paid family leave benefits: 16 weeks maternity and adoption leave, 8 weeks parental leave, 4 weeks caregiver leave (eligibility applies).
• Comprehensive health and wellness benefits, including wellness coaching and mental health counseling.
• One-on-one professional coaching.
• Leadership and career development programs.

Location

Positions are available in multiple offices located in fast-growing U.S. cities.