Tax Senior Manager Private Equity Portfolio Companies
Elliott Davis
Job Title
This opportunity focuses on providing tax expertise to portfolio operating companies backed by private equity.
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
Why You Should Join Us
We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:
- generous time away and paid firm holidays, including the week between Christmas and New Year's
- flexible work schedules
- 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
- first-class health and wellness benefits, including wellness coaching and mental health counseling
- one-on-one professional coaching
- Leadership and career development programs
- access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally
- ...*Elliott Davis pairs forward-thinking tax, assurance and consulting services with... ...Job Summary**We are looking for a Tax Senior Manager with passthrough entity experience to work with our Private Equity Portfolio/Investment Company Practice groups. This candidate will...Employment EquitySeniorPrivateContract workWork at officeLocal areaFlexible hours
- Tax Senior Manager - Private Equity Charlotte, NC Who: A seasoned tax professional with 7+ years of public accounting experience specializing... ...client relationships within private equity portfolio and investment company groups. When: Full-time leadership opportunity available...Employment EquitySeniorPrivateFull timePrivate practiceWork at officeImmediate start
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services... ...dedicated to serving privately held companies and their owners and families. These... ...family‑owned businesses to private equity owned companies, all high‑growth...Employment EquitySeniorPrivateHourly paySeasonal workRemote workFlexible hours- ...Tax Senior Manager 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 relationships based on a deep understanding of what matters most to our clients...SeniorPrivatePrivate practiceLocal area
$124k - $335k
...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice,... ...the world's largest renewable energy companies to develop and implement innovative... ...including hedge funds, mutual funds and private equity funds: Leveraging knowledge of...Employment EquitySeniorPrivateLocal areaOverseasShift work- Job Title Portfolio Analytics, Senior Associate Department Portfolio Finance Location... ...Infrastructure, Management Reporting, Track Record, and... ...asset classes, including private equity, private credit, and real... ...competitive 401(k) Plan with Company Match Health Savings Account...Employment EquitySeniorPrivateTemporary workFlexible hours
- ...Own and drive the portfolio intelligence that... ...shapes how Wayflyer manages portfolio... ...reporting pack for senior leadership, bringing... ...Stay covered with private healthcare, life insurance... ...success: With our equity scheme, you're not... ...for off-sites, company kick off and technical...Employment EquitySeniorPrivateStart working todayWork at officeRemote workWorldwideFlexible hours3 days per week
- ## Portfolio Management, Associate/Senior AssociateApplylocations: Charlotte, NC... ...across public and private capital markets. A subsidiary... ...goals, including tax efficiency, exposure... ...debt, and preferred equity, with a broad... ...competitive 401(k) Plan with Company Match* Health...Employment EquitySeniorPrivateTemporary workFlexible hours
- A leading tax and consulting firm is seeking a Tax Senior Manager to oversee tax compliance for passthrough entities. This role involves consulting on complex tax matters, managing a team, and developing client relationships. A minimum of 7 years of public accounting experience...Employment EquitySeniorPrivateFlexible hours
- A recruitment firm seeks a Tax Senior Manager in Charlotte, NC to lead tax consulting and compliance for private equity clients. This full-time role focuses on managing teams and complex tax matters. The ideal candidate has 7+ years of public accounting experience, CPA...Employment EquitySeniorPrivateFull time
$90 - $120 per hour
...Anywhere in Country Seasonal Tax Manager - Private Client Services Private... ...toward serving privately held companies and their owners and their... ...businesses to private equity owned companies. One thing... ...enterprises. With a diverse portfolio of interesting and challenging...Employment EquityPrivateHourly paySeasonal workRemote workFlexible hours- ...with Aprio. Join Aprio's Tax team and you will help clients... ...growing firm looking for a Senior Tax Manager to join their dynamic team.... ...escrow treatment, rollover equity, and post‑acquisition... ...be in consolidated C corp portfolio companies, PE operating partnerships,...Employment EquitySeniorFull timeWork at officeLocal areaRemote workFlexible hours
- ...divh2Tax Senior / Manager / Senior Manager / Director Asset Management/h2pCharlotte, North Carolina, United States/ph3About the Job Tax Senior / Manager / Senior Manager / Director Asset Management... ...the worlds leading hedge funds, private equity firms, venture capital groups,...Employment EquitySeniorPrivateLocal area
- ...pairs forward-thinking tax, assurance and... ...licensed CPA firm.Tax Manager will lead tax strategy... ...technical expert for private equity-backed healthcare entities... ...equity-backed healthcare companies, serving as a trusted... ...performance of a client portfolio.* Ability to leverage...Employment EquityPrivateContract workWork at officeLocal areaFlexible hours
$100k - $170k
A global consulting firm is seeking an Associate or Senior Associate for their Digital Finance Transformation team in Charlotte, NC. The role involves helping private equity portfolio companies modernize finance functions using advanced digital solutions. Candidates should...Employment EquitySeniorPrivate- ...Vice President of Portfolio M & A About the Company Expanding private equity firm Industry Venture Capital & Private Equity Type Private Equity Firm About the Role The Company is in need of a Vice President of Portfolio M&A to lead and execute M&...Employment EquityPrivate
- ...Senior Associate Transaction Advisory Services A boutique... ...Office of the CFO support for private equity firms, independent sponsors... ..., working closely with Managers and Directors. This position... ...for private equity-backed portfolio companies Analyze historical financial...Employment EquitySeniorPrivateWork at office
$106.5k - $195.1k
...your perfect career? EY Private Tax is a growing practice... ...privately held companies. These clients span from... ...businesses to private‑equity‑owned companies. One... ...companies. With a diverse portfolio of interesting and... ...to progress to senior manager. Your Key Responsibilities...Employment EquityPrivateWork experience placementSummer holidayFlexible hours$149.3k
...Private Equity Value Creation Team Member The Private... ...Private Equity-held portfolio companies through targeted, execution... ...financial and management reporting (e.g. FP&A)... ...initiatives Serve as a senior trusted advisor and... ...members deliver assurance, tax, and consulting...Employment EquitySeniorPrivateHourly payLocal areaFlexible hours- ...PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) Join to apply... ...Overview A&M CFO Services work with private equity held portfolio companies and provide our clients with... ...Planning Performance Measurement & Management Business Transformation Auxiliary Services...Employment EquitySeniorPrivateFull time
$100k - $150k
...PEPI - CFO Services Senior Associate (Financial Reporting Advisory) A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve... ...accounting standards and effective management of the financial reporting processes...Employment EquitySeniorPrivateInterim role- ...Senior Lead Audit Manager Wells Fargo is seeking a Senior Lead Audit... ..., Wells Fargo Private Bank, WIM Advice and... ...skills. Experience in portfolio management, investment... ...believe in diversity, equity and inclusion in the... ...of our customers and company. They are accountable...Employment EquitySeniorPrivateWork experience placement
$112k - $154k
Nuveen, a TIAA company, is seeking an Associate for its Global Infrastructure team in Charlotte. This role focuses on private equity infrastructure investments, supporting both new investment... ...origination and ongoing portfolio management. Key responsibilities include...Employment EquityPrivate- A financial services company is seeking a Senior Manager for its Alternative Renewable Energy team in Charlotte, NC. This role involves managing tax equity transactions and leading underwriting and portfolio management efforts. Candidates should have at least 5 years of...Employment EquitySenior
- A leading financial services company is looking for a Senior Manager in Charlotte, NC, for its Alternative Renewable Energy team.... ...responsibilities, analyzing risks and opportunities in tax equity transactions, and managing portfolios effectively. Ideal candidates should have...Employment EquitySenior
$100k - $170k
...Transformation - ERP Modernization: Senior Associate - Private Equity Performance Improvement Overview... ...partner with private equity‑held portfolio companies to deliver solutions that preserve... ...including forecasting, working capital management, and audit; Exceptional...Employment EquitySeniorPrivatePart timeFlexible hours$175k - $200k
Senior Investment Specialist, AssetMark Investment... ...strategies and portfolios. We partner... ...platform to include private markets strategies... ...real estate, private equity, and... ...illiquidity, and tax considerations.* Communication... ...financial technology company changing the game...Employment EquitySeniorPrivateRemote workFlexible hours$100k - $170k
Senior Associate: Operations Group/Transformation Services The Senior... ...engagements by working closely with Private Equity leadership to identify, design,... ...business solutions for portfolio companies. Responsibilities Structure and manage performance improvement plans,...Employment EquitySeniorPrivateFull timeFlexible hours- ...Davis pairs forward‑thinking tax, assurance and consulting... ...finance and CFO services to private equity portfolio and high‑growth companies throughout the lower middle... ...and operational accounting (Senior Accountant, Senior Analyst, Manager) in the middle market healthcare...Employment EquitySeniorPrivateInterim roleWork at officeFlexible hours
$100k - $150k
...specializing in providing turnaround management, performance improvement... ..., is seeking to expand its Private Equity Performance Improvement (... ...operating results at their portfolio companies. The companies we serve are... ...business assignments. Senior Associate We are seeking...Employment EquitySeniorPrivateFull timePart timeInterim roleFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Senior Manager Private Equity Portfolio Companies. Be the first to apply!
- senior tax director Charlotte, NC
- hedge fund private equity tax manager Charlotte, NC
- tax manager public accounting Charlotte, NC
- remote tax manager Charlotte, NC
- senior international tax manager Charlotte, NC
- transfer pricing tax manager Charlotte, NC
- tax director Charlotte, NC
- tax manager Charlotte, NC
- sr tax manager Charlotte, NC
- indirect tax manager Charlotte, NC

