Job Title: Tax Senior Manager - Private Equity
Job Responsibilities:
As a Tax Senior Manager, the primary role is to provide tax compliance and consulting services to investment management clients. The role involves leveraging prior experience to assist clients in analyzing, developing, and implementing their tax objectives effectively. Key responsibilities include:
- 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 implications of various transactions to the funds.
- Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers.
- Being actively involved in the recruitment process.
- Serving as the lead client contact on engagements and conducting billing and profitability analysis.
- Engaging in marketplace eminence building and pursuits.
Education and Experience Information:
Required qualifications for this role include:
- A bachelor’s degree in accounting, finance, or a related field.
- A minimum of 8 years of corporate tax experience.
- Strong managerial experience involving budgets, people, and projects.
- Demonstrated effective verbal and written communication skills.
- Ability to effectively handle multiple, competing priorities.
- Willingness and ability to travel up to 25%, depending on work and client requirements.
- Active accreditation such as Licensed CPA, Licensed Attorney, or Enrolled Agent. Other certifications like Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are also acceptable.
Preferred qualifications include:
- An 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 Tax Senior Manager role is estimated to be between $125,570 and $285,740. This range accounts for various factors including skill sets, experience, training, licensure, and certifications. It is noted that it is not typical for individuals to be hired at or near the top of this range, as compensation decisions rely on the facts and circumstances of each case. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, which depends on individual and organizational performance.
