Tax Senior Manager – Private Equity Portfolio Companies
About the role
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
Why You Should Join Us
- Generous time away and paid firm holidays
- Flexible work schedules
- Paid maternity and adoption leave
- Paid parental leave
- Paid caregiver leave (once eligible)
- First-class health and wellness benefits
- One-on-one professional coaching
- Limited leadership and career development programs
Notice to 3rd Party Recruiters
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
Ada Requirements
The physical and cognitive/mental/character requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
- Regularly required to remain in a stationary position
- Use hands repetitively to operate standard office equipment
- Use vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Cognitive/Mental Requirements
- Use written and oral communication skills
- Read and interpret data, information, and documents
- Observe and interpret situations
- Work under deadlines with frequent interruptions
- Interact with internal and external customers and others in the course of work