Job Title: Tax Senior Manager - Private Equity
Job Responsibilities:
As a Senior Tax Manager, the candidate will play a pivotal role in delivering tax compliance and consulting services to investment management clients. The responsibilities include:
- Providing tax compliance and consulting services, assisting clients with effective analysis, solution development, and implementation of their tax objectives.
- Developing client relationships by delivering tax consulting services and engaging specialists as necessary.
- 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, and being heavily involved in the recruitment process.
- Being the lead client contact on engagements, handling billing and profitability analysis, and 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 total 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 handle multiple, competing priorities effectively.
- Willingness to travel up to 25%, on average, based on the work and clients served.
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible, must have one of the following:
- 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 with a Big 4 or large CPA firm.
Salary Information:
The wage range for the role considers various factors, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. The disclosed range estimate does not account for the geographic differential associated with the location where the position may be filled. A reasonable estimate of the current range is $125,570 to $285,740. Candidates may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, with awards depending on various factors, including individual and organizational performance.
Additional Information:
The company emphasizes the importance of an inclusive culture that empowers employees to contribute their unique perspectives. The company is committed to making an impact that matters for people, clients, and communities, and offers opportunities for professional development and mentorship. The company explicitly states its commitment to providing equal employment opportunities and consideration for qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, among other legally protected bases. The company also complies with applicable state and local laws regarding fair chance hiring and ban-the-box laws.
