Job Title: Tax Senior Manager - Private Equity
Job Responsibilities:
As a Senior Tax Manager, you will leverage your extensive experience to provide tax compliance and consulting services to investment management clients. Your role will involve:
- Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns.
- Preparing for 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.
- Playing a major role in the recruitment process.
- Serving as the lead client contact on engagements and conducting billing and profitability analysis of engagements.
- Being heavily involved in marketplace eminence building and pursuits.
Education and Experience Information:
Required:
- 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.
- A minimum of 8 years of corporate tax experience.
- A bachelor’s degree in accounting, finance, or a related field.
- Strong managerial experience with budgets, people, and projects.
- Demonstrated effective verbal and written communication skills.
- Self-starter with the ability to manage multiple, competing priorities effectively.
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- 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:
- Advanced degree such as a Masters of Tax, JD, and/or LLM.
- Previous experience in a Big 4 or large CPA firm.
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 disclosed range estimate is $125,570 to $285,740. Compensation decisions are dependent on the facts and circumstances of each case, and it is not typical for an individual to be hired at or near the top of the range for their role. Additionally, you may be eligible to participate in a discretionary annual incentive program, which depends on various factors, including individual and organizational performance.
