Attorney in Dayton, OH

In-House

Dayton, OH

Attorney in Dayton, OH

Non-practicing Attorney

Min 8 yrs required

No

Job Title: Tax Senior Manager - Private Equity

Job Responsibilities:
As a Senior Tax Manager in the tax services department at the company, the primary role involves providing tax compliance and consulting services specifically 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 the tax implications of various transactions to the funds.
- Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers.
- Being actively involved in the recruitment process.
- Acting as the lead client contact on engagements.
- Conducting billing and profitability analysis of engagements.
- Participating in marketplace eminence building and pursuits.

The role requires a strong understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships. This position also involves significant interaction with clients to develop relationships and deliver tax consulting services, engaging specialists when necessary.

Education and Experience Information:
Required qualifications for this position include:
- 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.
- Ability to handle multiple, competing priorities effectively.
- Ability to travel up to 25%, on average, based on the work and clients served.
- 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, or LLM.
- Previous experience with a Big 4 or large CPA firm.

Salary Information:
The wage range for this role is estimated to be between $125,570 and $285,740. This range takes into account various factors such as skill sets, experience, training, licensure, certifications, and other business and organizational needs. The compensation decision for an individual will depend on the specific facts and circumstances of each case. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, which depends on individual and organizational performance.

The company values its employees and offers a broad range of benefits to support their needs. The inclusive culture of the company empowers employees to contribute their unique perspectives and make a difference both individually and collectively. The company's purpose is to make an impact that matters for its people, clients, and communities, fostering an environment where employees can grow and develop professionally through various opportunities and mentorship programs.