Job Title: Tax Senior Manager - Private Equity
Job Responsibilities:
As a Senior Tax Manager in the department, the primary responsibilities include providing tax compliance and consulting services to investment management clients. The role requires effective analysis, solution development, and implementation of clients’ tax objectives. Key duties involve:
- 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 heavily involved in the recruitment process.
- Acting as the lead client contact on engagements and managing the billing and profitability analysis of engagements.
- Being actively involved in marketplace eminence building and pursuits, engaging specialists as necessary.
Education and Experience Information:
Required qualifications for this position include:
- A bachelor’s degree in accounting, finance, or a related field.
- A total of 8+ years of corporate tax experience.
- Strong managerial experience with budgets, people, and projects.
- Demonstrated effective verbal and written communication skills.
- A self-starter with the demonstrated ability to effectively handle multiple, competing priorities.
- 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
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
Preferred qualifications include:
- An advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience with a Big 4 or large CPA firm.
Salary Information:
The wage range for this position considers a variety of factors, including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate is $125,570 to $285,740. It is noted that it is not typical for an individual to be hired at or near the top of the range, as compensation decisions depend on individual circumstances. Additionally, there may be eligibility to participate in a discretionary annual incentive program, subject to various factors, including individual and organizational performance.
Additional Information:
The role requires the 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. The recruiting for this role ends on May 31, 2026.
Company Culture and Development:
The company emphasizes its inclusive culture, which empowers employees to contribute their unique perspectives. They offer a range of benefits and professional development opportunities, encouraging continuous learning and growth from entry-level employees to senior leaders. The company is committed to making an impact that matters for its people, clients, and communities, guided by its purpose.
Legal and Equal Employment Opportunity:
The company is an equal opportunity employer and considers all qualified applicants for employment without discrimination based on legally protected characteristics. Additionally, qualified applicants with criminal histories will be considered in accordance with applicable laws.
