Tax Manager - Private Equity Portfolio Company
$95.4k - $180.4kRSM International
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.Our Private Equity Portfolio Company practice serves both partnership and corporate companies, the majority of which are owned by Private Equity Funds. This particular role offers the opportunity to join the Partnership Tax team, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help to guide their clients through M&A transactions and capital account analysis, all while delivering digitally-enabled services in conjunction with our world-class tax technology offerings.RSM is looking for a dynamic Tax Manager to join our growing tax team. In your important role as Tax Manager for RSM, you will use your expertise in taxation to provide compliance and consulting services to operating entities structured as partnerships/LLCS. Candidates must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development, and implementation of solutions to clients' tax needs. With RSM, you'll have the opportunity to develop and pursue creative approaches to resolve client issues. This role has a strong focus on dealing with partnership transactions, allocations, and complex partnership taxation.Responsibilities:Advise clients on a full range of partnership tax services, including planning, research, compliance, allocations, and general transactional activitiesAssist with new business development, extended service, and tax issue recognition for existing clientsDevelop, motivate, and train staff level team membersManage partnership client needs with respect to tax services and federal and state tax complianceDevelop and sustain strong client relationshipsKeep up to date on current tax practices and changes in tax lawProvide industry knowledge and expertiseWork in harmony with the U.S. team and continue to develop the teams both in US and IndiaMay have people leadership responsibilitiesProvide detailed review and analysis of complex tax returnsWork on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firmServe as the Tax client service coordinator for appropriate clientsAdvise clients on a full spectrum of tax services, including planning, research, compliance, and general mergers and acquisitions activitiesAssist with new business development, extended service, and tax issue recognition for existing clientsManage corporate client needs with respect to tax services and federal and state tax complianceBasic Qualifications:Bachelor’s Degree in accountingor business-related fieldOne of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirementsMust have at least 7+ years of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activitiesExperience in public accountingwith at least 5+ of those years focusing on partnership taxationExperience with one or more of the following: S-Corps or Partnerships/LLCsEffective verbal and written communication skillsStrong Microsoft Excel and Word skills requiredPreferred Qualifications:A proven record of building profitable, sustainable client relationships, simultaneously managing multiple projects and engagement teams for various clientsProject management and critical thinking skillsOutstanding organizational and time management skills; ability to prioritize multiple assignmentsWorking knowledge of tax code and technical aspects of tax preparation and complianceStrong technical skills in accounting and tax preparation and industry specializationAbility to handle multiple tasks simultaneouslyExperience in dealing with international tax matters would be a plusExperience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) and tax preparation technology (CCH Axcess preferred)Experience with partnership taxationExperience/familiarity with capital account analysisExperience/familiarity with 704 , 754 matters and M&A implications related to PPAInternational tax matters K-2/K-3 reportingAt RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at .We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at View phone number on click.appcast.io or send us an email at View email address on click.appcast.io does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $95,400 - $180,400Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.SummaryLocation: ChicagoType: Full time
- ...Tax ManagerRSM is looking for a dynamic Tax Manager to join our growing tax team. In your important role as Tax Manager for RSM, you will use your expertise in taxation to provide compliance and consulting services to operating entities structured as partnerships/LLCS....Employment EquityPrivate
- ...POSITION IS AT A LORIENT CAPITAL PORTFOLIO COMPANY* About the Company... ...functions and partner with management to ensure financial and strategic... ..., acquisitive, private equity-backed environment. The... ...receivable aging, annual audits, tax returns, and budgets. Partner...Employment EquityPrivateFull timeLocal area
$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...to help private companies with a range of business... ...advisory needs such as audit, tax compliance, and planning... ...key issues like wealth management, compliance, cash flow management, equity expansion, divestiture...Employment EquityPrivateFull timeH1b$170k - $200k
...HYBRID ROLE – Tax Manager w/ Private Equity Firm It’s sweater weather. The last thing you want to do is waste time job hunting. Here’s a... ...external advisors on tax matters impacting the funds and portfolio companies. • Manage FATCA and CRS reporting obligations for...Employment EquityPrivateFull timeImmediate start$150k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...to help private companies with a range of business... ...advisory needs such as audit, tax compliance, and planning... ...key issues like wealth management, compliance, cash flow management, equity expansion, divestiture...Employment EquityPrivateFull timeH1b$126.1k - $253k
...that’s why there’s nowhere like RSM.Our Private Equity Portfolio Company practice serves both partnership and... ...opportunity to join the Partnership Tax team, a high-performing, high-growth... ...In your important role as Tax Senior Manager with RSM, you will be responsible for...Employment EquityPrivateFull timeWork experience placementInternshipPrivate practiceLocal area- ...Summary:An Experienced Manager in BDO’s Partnerships group... ...advising clients on the tax implications of their... ...and/or public accounting, private industry accounting, or... ...experience, preferred Private equity experience, both fund and portfolio company levels, preferredLicense...Employment EquityPrivateWork at office
$120k - $175k
...Job Title: Tax Manager/Sr. Manager – Direct Succession Track (No Business... ...of 70+ hour busy seasons, private equity disruptions, or being told... ..., high-performing portfolio of closely held businesses and... ...401(k) retirement plan with company match ~ Flexible summer hours...Employment EquityPrivateFull timeSummer workWork at officeRemote workWork from homeFlexible hoursWeekend work2 days per week3 days per week- Job Summary:As a Tax Senior Manager, Partnerships, you will be responsible for advising... ...and/or public accounting, private industry accounting or consulting... ...supervisory experience, required Private equity experience, both fund and portfolio company levels, preferredLicense/...Employment EquityPrivateWork at office
$80k - $210k
What You'll DoReady to take your tax career to the next level? At Cohen & Co, we're looking for a Tax Manager or Senior Manager to join our Business Tax Services... ...serving closely held businesses and/or private equity portfolio companies.This is a highly visible opportunity...Employment EquityPrivateFull timeContract workLocal area- ...One of the world's largest alternative investment management companies with a focus on direct control investments in... ...estate, renewable power infrastructure, credit, and private equity is looking to hire a VP of Portfolio Solutions for their Investment Solutions Group. The...Employment EquityPrivateFull time
- ...professionals. The firm has never accepted private equity investment or merged with a national... ...keeping decision-making local. The Tax Manager will oversee engagements for middle-market... ...for business owners and their companies. Supervise, train, and mentor staff...Employment EquityPrivateFull timeWork at officeLocal area
- ...Tax Director Location: Chicago, IL (Hybrid)... ...is a rapidly growing private equity-backed organization with... ...international operations. The company is seeking a strategic... ..., reporting, and risk management while partnering... ...Experience Private equity portfolio company experience....Employment EquityPrivateFull timeLocal area
$95.4k - $180.4k
...there’s nowhere like RSM.Our Tax-Exempt practice provides clients... ...is looking for a dynamic Tax Manager to join our growing Exempt... ...professionals Build and manage a portfolio of client relationships of... ...portfolios, including private equity, hedge funds, alternative investments...Employment EquityPrivateFull timeWork experience placementInternshipLocal area$110k - $210k
What You’ll Do As a Senior Manager on our State & Local Tax (SALT) team, you will lead complex direct tax... ...engagements for investment funds, private equity, hedge funds, and asset management... ...income tax engagements for investment companies, management companies, and other...Employment EquityPrivateFull timeContract workWork at officeLocal areaRemote work$133.5k - $268.4k
...Mergers and Acquisitions (M&A) Tax group is an advisory practice with... ...opportunities. We advise private equity firms, family offices, privately held companies and multinational corporations on... ...looking for a dynamic M&A Federal Tax Manager to join our national Mergers and...Employment EquityPrivateFull timeWork experience placementInternshipWork at officeLocal area$150k - $170k
...more than a real estate company; it’s a people company... ...estate investment manager focused on acquiring,... ...Core’s student housing portfolio includes over 74,440 beds... ..., including IRR, equity multiple, cash yield,... ...investment management or private equity real estate experience...Employment EquityPrivateFlexible hoursShift work$126.1k - $253k
...personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding Business Tax practice. At RSM, our Private Company practice is rooted in strong...PrivateFull timeWork experience placementInternshipPrivate practiceLocal area$100k - $168k
...Responsibilities:Proactively manage the tax planning process with the... ...partnerships, LLCs, trusts, and private foundations is required with... ...Magazine’s “100 Best Companies to Work For,” and an endless... ...At Plante Moran, diversity, equity and inclusion means that all...Employment EquityPrivateLocal areaFlexible hoursNight shift$99k - $266k
...SummaryAt PwC, our people in tax services focus on providing advice... ...’s unique strengths, and managing performance to deliver on... ...knowledge in corporate M&A and private equity- Proficiency in tax consulting... ...such as accessing sensitive company or customer information, handling...Employment EquityPrivateFull timeH1b$126.1k - $253k
...range of clients in the asset management, capital markets, financial... ...industry with a focus on private equity funds, hedge funds and/or FoF... ...resources. Our team focuses on tax compliance and tax... ...revenue on existing client portfolio, cross selling and identifying...Employment EquityPrivateFull timeWork experience placementInternshipLocal area$124k - $335k
...in our Merger and Acquisition Tax practice, within Tax services... ...to help our clients meet and manage their tax obligations across... ...practices including corporate M&A, private equity, post-deal integration,... ...such as accessing sensitive company or customer information, handling...Employment EquityPrivateFull timeH1bLocal areaOverseas- ...One of our very early-stage AI portfolio companies building in the fintech infrastructure space is looking to hire a Tax Expert to help drive product development. Responsibilities Translate real-world tax workflows into product improvements Prepare and review...
$95.4k - $180.4k
...there’s nowhere like RSM.Our Tax-Exempt practice provides clients... ...is looking for a dynamic Tax Manager to join our growing Exempt... ...professionalsBuild and manage a portfolio of client relationships of... ...investment portfolios, including private equity, hedge funds, alternative...Employment EquityPrivateFull timeWork experience placementInternshipWork at officeLocal area$131.67k - $160.93k
...objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the... ...client relationships for Private Wealth Management (PWM).... ...and recognition programs, equity stock purchase 401(k)...Employment EquityPrivateFull timeLocal area$157.5k - $420k
...Closes: 2027-06-08Job Summary:The Tax Managing Director, Partnerships is... ...experience and/or public accounting, private industry accounting or consulting... ...supervisory experience, required Private equity experience, both fund and portfolio company levels, preferredPrior experience...Employment EquityPrivate$100k - $160k
...Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan Lokey, Inc.... ...of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of...Employment EquityPrivateFull timeWorldwide$99k - $266k
...SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business... ...needs such as audit, tax compliance, and planning... ...on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and...Employment EquityPrivateFull timeContract workH1b- ...professionals. The firm has never accepted private equity investment or merged with a national... ...keeping decision-making local. The Tax Manager will oversee engagements for middle-market... ...for business owners and their companies. \n Supervise, train, and mentor staff...Employment EquityPrivateWork at officeLocal area
$149.8k - $301.4k
...benefits and other payroll-related tax issues. Members of the team follow... ...or written meansEffective project management skills, including the ability to manage... ...structures including publicly and privately owned companies, private equity, family offices, exempt...Employment EquityPrivateFull timeWork experience placementInternshipWork at officeLocal area
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