Job Title: Tax Senior, Private Equity
Job Responsibilities:
As a Tax Senior in the Private Equity sector, the individual will be tasked with providing tax compliance and advisory services to clients within the investment management space. The responsibilities include performing detailed reviews of tax research, partnership work papers, allocations, and tax filings. The role requires coordination and communication with client contacts to gather necessary information for tax returns. Additionally, the Tax Senior will train, mentor, and supervise both new and experienced tax staff and attend required trainings. Leading client meetings focused on compliance and advisory projects related to tax planning opportunities and the tax implications of various transactions is also an essential part of the position.
Education and Experience Information:
Required qualifications for the role include a Bachelor’s degree in Accounting, Finance, or another business-related field. The candidate should have more than three years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returns. Experience with investment management or partnership taxation, Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships is necessary. The role requires one of the following active accreditations: a licensed CPA in the state of practice/primary office if eligible to sit for the CPA, or if not CPA eligible, a licensed attorney or Enrolled Agent. Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are also relevant. The candidate should have the ability to perform job responsibilities within a hybrid work model, co-locating in person 2-3 days per week, and be able to travel up to 25%, on average, based on the work and clients served.
Preferred qualifications include an advanced degree such as a Masters of Tax, JD, or LLM, previous experience with a Big 4 firm or a large CPA firm, knowledge of fund accounting and general ledger accounting, and experience working in a fast-paced, team environment. Strong verbal and written communication skills are highly valued.
Salary Information:
The salary for this role takes into account a wide range of factors such as skill sets, experience, training, licensure, certifications, and other business needs. The estimated salary range is $66,570 to $151,580. It is noted that it is not typical for an individual to be hired at or near the top of the range, as compensation decisions depend on specific case circumstances. The individual may also be eligible to participate in a discretionary annual incentive program, contingent on various factors including individual and organizational performance.
Company Information:
The company, as a global leader in providing professional services to the Investment Management industry, works with clients to address a variety of critical issues such as regulatory changes, competition, globalization, advances in technology, and changing investor/customer demands. The US tax industry group within the company consists of over 1,400 partners, principals, and employees providing a spectrum of tax services to a broad 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 range of benefits, fostering an inclusive culture that empowers individuals to contribute their unique perspectives and make a difference. The company emphasizes professional development, offering opportunities for skill-building, leadership, and mentorship. The company’s purpose is to make an impact that matters for its people, clients, and communities, defining who they are and how they work every day.
Legal and Equal Employment Opportunity 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.
