Job Title:
Tax Senior Manager - Private Equity
Job Responsibilities:
As a Senior Tax Manager, the individual will utilize prior experience to provide tax compliance and consulting services to investment management clients. The responsibilities 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 tax implications of various transactions to the funds.
- Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers, and actively participating in the recruitment process.
- Acting as the lead client contact on engagements and conducting billing and profitability analysis of engagements.
- Being heavily involved in marketplace eminence building and pursuits.
Education and Experience Information:
Required qualifications for the position include:
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week.
- 8+ years of total 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 handle multiple, competing priorities.
- Ability to travel up to 25%, depending on work requirements and client engagements.
- Possession of 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, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).
Preferred qualifications include:
- An advanced degree such as a Masters of Tax, JD, and/or LLM.
- Previous experience with Big 4 or a large CPA firm.
Salary Information:
The wage range for this role accounts for various factors considered in making compensation decisions, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. The disclosed range estimate is $125,570 to $285,740. Participation in a discretionary annual incentive program may also be available, with awards depending on individual and organizational performance.
Additional Information:
- The position is available in 62 locations.
- Recruitment for this role ends on May 31, 2026.
- The company offers a broad range of benefits and professional development opportunities.
- The company is committed to creating an inclusive culture and making an impact that matters for people, clients, and communities.
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, in accordance with applicable law.
- The company adheres to fair chance hiring practices, considering applicants with criminal histories in accordance with applicable state and local laws.
The company values its people and culture, emphasizing the importance of diversity and inclusion to foster creativity and innovation in solving clients' complex challenges.
