Job Title: Tax Senior, Private Equity
Job Responsibilities:
As a Tax Senior in the Private Equity sector, you will be responsible for providing tax compliance and advisory services to investment management clients. You will leverage your prior experience to assist clients with effective analysis, solution development, and implementation of their tax objectives. Key responsibilities include performing detailed reviews of tax research, partnership work papers, allocations, and tax filings. You will coordinate and communicate with client contacts to gather necessary information for tax return completion. Additionally, you will train, mentor, and supervise new and experienced-level tax staff, and participate in required training sessions. You will also prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities and the tax implications of various transactions.
Education and Experience Information:
Required qualifications for this position include the ability to perform job responsibilities within a hybrid work model, which requires co-location in person 2-3 days per week. You should have a minimum of 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns. Experience with investment management or partnership taxation, Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships is necessary. A Bachelor’s degree in Accounting, Finance, or another business-related field is required. The role requires the ability to travel up to 25% on average. Candidates must have or be willing to obtain one of the following active accreditations: Licensed CPA in the state of practice/primary office if eligible to sit for the CPA, Licensed attorney, or Enrolled Agent. Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are also relevant.
Preferred qualifications include an advanced degree such as a Masters of Tax, JD, and/or LLM. Previous experience with a Big 4 firm or large CPA firm is advantageous. Knowledge of fund accounting and general ledger accounting is preferred, along with experience working in a fast-paced, team environment. Strong verbal and written communication skills are important for success in this role.
Salary Information:
The wage range for this role considers various factors such as skill sets, experience, training, licensure, certifications, and other business and organizational needs. The estimated salary range is $66,570 to $151,580. It is not typical for an individual to be hired at or near the top of the range for their role, as compensation decisions depend on the facts and circumstances of each case. Additionally, you may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program. Awards, if any, depend on various factors, including individual and organizational performance.
Company Information:
The company is a global leader in providing professional services to the Investment Management industry. The US tax industry group comprises over 1,400 partners, principals, and employees who provide a spectrum of tax services to a broad range of Investment Management companies. Clients include investment advisers and administrators from every sector of the industry, such as hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
The company values its people and offers a broad range of benefits. It fosters an inclusive culture that empowers individuals to contribute their unique perspectives and make a difference. The company's purpose is to make an impact that matters for its people, clients, and communities. Professional development opportunities are available for employees at all levels, including entry-level employees and senior leaders.
