Tax Senior Manager Private Equity Portfolio Companies

Job Opportunity

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

Key Responsibilities

• Tax Compliance & Advisory
  • 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.
• Private Equity Expertise
  • 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.
• Transaction Support
  • 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; Masters in Tax/LLM, preferred
• 7+ years of recent public accounting firm experience working with passthrough entities and dealing with Subchapter K reporting matters, including managing multiple projects and customer engagements
• Experience developing team members, assigning projects, and managing workflow
• CPA certification, required
• Leadership and project/team management skills
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Experience with tax software and technology