Job Title: Tax Senior Manager - Private Equity
Job Responsibilities:
- Provide tax compliance and consulting services to investment management clients.
- Assist clients with the analysis, solution development, and implementation of tax objectives.
- Develop and maintain client relationships by delivering tax consulting services and engaging specialists as necessary.
- Conduct high-level reviews of tax research, partnership work papers, allocations, and tax returns.
- Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions to the funds.
- Train, mentor, and supervise Tax Consultants, Tax Seniors, and Tax Managers.
- Actively participate in the recruitment process.
- Serve as the lead client contact on engagements and manage billing and profitability analysis of engagements.
- Engage in marketplace eminence building and pursuits.
Education and Experience Information:
- A bachelor’s degree in accounting, finance, or a related field is required.
- 8+ years of total corporate tax experience is required.
- Strong managerial experience with budgets, people, and projects is necessary.
- Demonstrated effective verbal and written communication skills are essential.
- Must be a self-starter with the ability to handle multiple, competing priorities effectively.
- Ability to travel up to 25%, on average, based on the work and the clients and industries/sectors served.
- One of the following active accreditations is required:
- Licensed CPA in the state of practice/primary office, if eligible to sit for the CPA.
- If not CPA eligible, then a Licensed Attorney or Enrolled Agent.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are acceptable.
- Preferred qualifications include an advanced degree such as a Masters of Tax, JD, and/or LLM, and 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 to $285,740. This range takes into account various factors considered in making compensation decisions, such as skill sets, experience, training, licensure, certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions depend on the facts and circumstances of each case. Additionally, there is potential eligibility to participate in a discretionary annual incentive program, subject to the rules governing the program, where an award depends on factors such as individual and organizational performance.
