In-House
San Diego, CA
Attorney in San Diego, CA
Non-practicing Attorney
Min 8 yrs required
No
Job Title: Tax Senior Manager - Private Equity
Job Responsibilities:
As a Senior Tax Manager, you will leverage your prior experience to deliver tax compliance and consulting services to clients in the investment management sector. Your responsibilities will include:
- Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns.
- Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions to the funds.
- Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers.
- Playing a significant role in the recruitment process.
- Acting as the lead client contact on engagements and handling the billing and profitability analysis of engagements.
- Being heavily involved in building marketplace eminence and pursuits.
Education and Experience Information:
Required Qualifications:
- Ability to perform job responsibilities within a hybrid work model, requiring US Tax professionals to co-locate in person 2-3 days per week.
- A minimum of 8 years of corporate tax experience.
- A bachelor's degree in accounting, finance, or a related field.
- Strong managerial experience with budgets, people, and projects.
- Demonstrated effective verbal and written communication skills.
- Self-starter with the ability to effectively manage multiple, competing priorities.
- Willingness to travel up to 25%, based on work requirements and client needs.
- One of the following active accreditations:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
Preferred Qualifications:
- Advanced degree such as a Masters of Tax, JD, and/or LLM.
- Previous experience with a Big 4 or large CPA firm.
Salary Information:
The wage range for this role considers various factors including skill sets, experience, training, licensure, certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the geographic differential associated with the location at which the position may be filled. A reasonable estimate of the current range is $125,570 to $285,740. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, which considers individual and organizational performance.
Company Overview:
Company, a global leader in providing professional services to the Investment Management industry, works with clients to address critical issues arising from regulatory changes, competition, globalization, advances in technology, and changing customer demands. The cross-functional industry group comprises over 2,800 partners, managers, and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory, and consulting services to a broad range of Investment Management companies. The clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.
Additional Information:
Company values its employees and offers a broad range of benefits. The inclusive culture empowers employees to contribute their unique perspectives and make a difference individually and collectively. The company's purpose is to make an impact that matters for people, clients, and communities. Professional development is encouraged through opportunities to build new skills, take on leadership roles, and connect and grow through mentorship.
Company is committed to equal employment opportunities and complies with applicable laws regarding consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Qualified applicants with criminal histories will be considered in accordance with applicable state and local laws.
Requisition code: 300742
Jun 20, 2025
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