Job Title: Tax Manager - Private Equity
Job Responsibilities:
As a Tax Manager in the Private Equity sector under the Tax Services and Business Tax departments, you will be responsible for providing tax compliance and advisory services to investment management clients. Leveraging your previous experience, you will assist clients in analyzing, developing, and implementing tax objectives, thereby managing client relationships effectively. Your key responsibilities include:
- Performing high-level reviews of tax research, partnership work papers, allocations, and tax filings.
- Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and discussing the tax implications of various transactions.
- Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors.
- Taking on lead client-contact roles.
- Conducting billing and profitability analysis on engagements.
- Engaging in marketplace eminence building and pursuits.
Education and Experience Information:
To qualify for this position, the following educational background and experience are required:
- A Bachelor’s degree in Accounting, Finance, or another business-related field.
- A minimum of 5 years’ experience in providing tax planning services or preparing and reviewing client work papers and income tax returns.
- At least 3 years’ experience in investment management or partnership taxation.
- Experience in managing projects, including scheduling, budgeting, client correspondence, and billing.
- Experience working in a fast-paced, team environment.
- Strong verbal and written communication skills.
- Ability to travel up to 25% on average, depending on the nature of work and the clients and industries/sectors served.
Candidates must possess one of the following active accreditations:
- Licensed CPA in the state of practice/primary office, if eligible to sit for the CPA.
- Licensed Attorney.
- Enrolled Agent.
- Chartered Financial Advisor (CFA).
- Certified Financial Planner (CFP).
Preferred qualifications include previous experience with a Big 4 company or a large CPA firm equivalent, and knowledge of fund accounting and general ledger accounting.
Salary Information:
The salary range for this role considers various factors such as skill sets, experience, training, licensure, and certifications, as well as other business and organizational needs. The current estimated range is $93,660 to $213,200. Typically, individuals are not hired at or near the top of the range, and compensation decisions are based on the facts and circumstances of each case. Additionally, you may be eligible to participate in a discretionary annual incentive program, subject to program rules and dependent on individual and organizational performance.
Company Information:
The company is a global leader in providing professional services to the Investment Management industry, addressing a range of critical issues brought on by regulatory changes, competition, globalization, technology advances, and changing investor/customer demands. The US tax industry group comprises over 1,400 partners, principals, and employees, providing a broad spectrum of tax services to a wide range of Investment Management companies, including 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 wide range of benefits, fostering an inclusive culture that empowers individuals to contribute their unique perspectives. The organization is committed to making an impact that matters for its people, clients, and communities, and provides numerous opportunities for professional development and growth.
Legal Information:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories will be considered for employment in accordance with applicable state and local laws, including various Fair Chance Ordinances.
