Job Title: Tax Senior, Private Equity
Job Responsibilities:
As a Tax Senior in the Private Equity sector, you will play a crucial role in providing tax compliance and advisory services to investment management clients. Your primary responsibilities will include:
- Utilizing prior experience to assist clients with effective analysis, solution development, and implementation of tax objectives.
- Managing client relationships by delivering tax advisory services.
- Performing detailed reviews of tax research, partnership work papers, allocations, and tax filings.
- Coordinating and communicating with client contacts to gather information necessary for tax returns.
- Training, mentoring, and supervising new and experienced-level tax staff.
- Attending required trainings specific to the company and sector.
- Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities.
- Advising on the tax implications of various transactions to the organization.
Education and Experience Information:
Required:
- Ability to perform job responsibilities within a hybrid work model, requiring co-location in person 2–3 days per week.
- Three or more years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returns.
- Experience with investment management or partnership taxation.
- Knowledge of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships.
- Bachelor’s degree in Accounting, Finance, or a related business field.
- Ability to travel up to 25%, depending on work and client requirements.
- One of the following active accreditations, obtained, in process, or willingness to obtain: Licensed CPA in the state of practice/primary office if eligible, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).
Preferred:
- Advanced degree such as a Master of Tax, JD, and/or LLM.
- Previous experience in a Big 4 or large CPA firm.
- Knowledge of fund accounting and general ledger accounting.
- Experience working in a fast-paced, team environment.
- Strong verbal and written communication skills.
Salary Information:
The wage range for this role considers a variety of factors, including skill sets, experience, training, licensure and certifications, and other business needs. The disclosed range estimate has not been adjusted for geographic differentials. A reasonable estimate of the current range is $66,570 to $151,580. Additionally, there is potential eligibility for a discretionary annual incentive program, which depends on individual and organizational performance.
Additional Information:
The company is committed to providing an inclusive culture that empowers individuals to contribute their unique perspectives. This role offers opportunities for professional development, including building new skills, leadership opportunities, mentorship, and formal development programs. The company values diversity and provides equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.
