Tax Manager or Senior Manager, Private Equity Funds - Exciting Opportunity with Competitive Salary and Benefits!
Are you an experienced tax professional with a passion for private equity and delivering exceptional client service? **Members Only** is looking for a Tax Manager or Senior Manager to join our dynamic Tax team. In this role, you will work closely with private equity funds, navigating the complexities of fund structures, tax strategies, and investment planning. With the opportunity to work on impactful projects, you will use your expertise to provide top-tier service while driving meaningful results. Join our collaborative and people-first environment where your tax knowledge can make a real impact.
Job Title: Tax Manager or Senior Manager, Private Equity Funds
Location: US-OH-Cleveland, US-OH-Akron, US-MD-Towson, US-NY-Williamsville, US-CO-Greenwood Village, US-MI-Detroit, US-WI-Milwaukee, US-NY-New York, US-PA-Philadelphia, US-PA-Pittsburgh, US-MI-St. Clair Shores
Requisition ID: 2025-2169
# of Openings: 1
Category: Tax
What You'll Do:
- Lead tax advisory, compliance review, and tax return signoff for private equity clients, including multi-state filings and specialized tax considerations for funds and investments.
- Oversee the preparation and filing of partnership and fund tax returns (., Form 1065, K-1), ensuring compliance with regulations while maximizing tax efficiency for private equity structures.
- Work closely with clients to develop and implement tax-efficient strategies that align with investment goals, fund structures, and long-term financial objectives.
- Stay up to date on current tax laws, regulatory changes, and industry best practices, particularly in the private equity space, to deliver strategic and informed tax advice.
Client Experience:
- Build and maintain strong relationships with private equity fund managers, institutional investors, and other key stakeholders, providing consistent value and expertise to ensure client satisfaction and confidence.
- Provide high-level tax guidance on complex issues such as fund structures, carried interest, and tax planning for investments and distributions.
- Stay current with tax developments relevant to private equity, ensuring clients receive the most accurate, strategic, and timely advice.
Team Leadership:
- Mentor and develop junior tax staff, reviewing their work and providing guidance on complex tax issues.
- Respect and celebrate the value of each team member's stories, backgrounds, perspectives, and ideas, building meaningful relationships with all those you interact with.
- Provide motivation to the team, including developing young leaders through active contribution to training and development.
- Exhibit forward thinking, innovation, and delivering an exceptional work product.
Who You Are:
Required:
- Bachelor's degree required.
- CPA or JD required at the Senior Manager level; preferred at the Manager level.
- 5+ years of tax experience, with a focus on private equity funds; preferably within a public accounting firm.
- Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives.
- Excellent verbal and written communication skills, with the ability to explain complex tax issues in a clear and client-friendly manner.
- Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and be flexible are required and keys to success.
- Understanding of Outlook, Excel, Word, Adobe, and familiarity with tax software required.
Location:
- Preferred Locations: Cleveland, Akron, OH; Pittsburgh, PA; Chicago, IL; Detroit or St. Clair Shores, MI.
- Prefer a hybrid work environment, but open to remote candidates.
Who We Are:
At **Members Only**, we value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. We honor our foundational principle of "great people first" by championing the importance of diversity, equity, and inclusion and offering a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs. Our offerings go beyond standard options and include time off outside of standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and more!
Learn More About Us:
- Discover our Passion, Purpose & Expertise.
- Experienced Hire Opportunities.
- Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture.
Estimated Salary Range: $85,000 - $210,000*.
*Salaries offered to candidates are determined based on factors such as the candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At **Members Only**, we offer a comprehensive and competitive Total Rewards package that goes beyond base compensation, including time off outside of standard PTO, annual discretionary merit increases and bonuses, talent development resources, and more.
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any **Members Only** employee without a recruiting services contract first being entered into with the **Members Only** Talent Acquisition Team; see policy here.
