Talent.com
Tax Senior Manager – Private Equity
Tax Senior Manager – Private EquityStaff Financial Group • Charlotte, NC, US
Tax Senior Manager – Private Equity

Tax Senior Manager – Private Equity

Staff Financial Group • Charlotte, NC, US
30+ days ago
Job type
  • Full-time
Job description
Tax Senior Manager – Private Equity - Charlotte, NC

Who: A seasoned tax professional with 7+ years of public accounting experience specializing in passthrough entities and Subchapter K matters.

What: Lead complex tax consulting and compliance engagements, oversee teams, review technical tax work, and support client relationships within private equity portfolio and investment company groups.

When: Full-time leadership opportunity available immediately.

Where: Charlotte, NC

Why: To guide high-level tax strategy, mentor future leaders, and contribute to the continued growth of a specialized private equity-focused tax practice.

Office Environment: Collaborative, growth-oriented, and committed to developing future firm leaders.

Salary: Competitive and commensurate with experience.

Position Overview:
The Tax Senior Manager supports private equity portfolio and investment company clients by overseeing complex passthrough tax matters, reviewing operating and transaction documents, and guiding engagement teams. The role includes advanced technical review, issue identification, workflow management, staff development, and business development. This position is viewed as a future shareholder track opportunity for a motivated professional ready to advance their career.

Key Responsibilities:
- Review and consult on operating agreements, LOIs, purchase agreements, and related tax transaction documents.
- Review and develop workpapers involving partnership allocations, basis adjustments, and other advanced technical tax matters.
- Build and maintain strong client relationships within the private equity and investment industry.
- Collaborate across the firm to provide broader business solutions to clients and prospects.
- Monitor industry trends to proactively advise clients during periods of change.
- Expand technical expertise and specialty knowledge for continued professional growth.
- Manage engagement economics including billing and collections.
- Communicate engagement progress, coordinate workflow, and ensure proper planning to meet client expectations.
- Deliver effective performance feedback and recognize excellence within the team.
- Attract, develop, and retain top talent across the practice.
- Grow a business network through collaboration with colleagues, referral partners, prospects, and community organizations.
- Represent the firm in the business community and participate in professional organizations.
- Support community involvement and service initiatives.

Qualifications:
- Bachelor’s degree in Accounting, Finance, or Law; Master’s in Tax/LLM preferred.
- 7+ years of recent public accounting experience focused on passthrough entities and Subchapter K reporting.
- Proven experience managing multiple complex engagements and guiding teams.
- CPA certification required.
- Strong leadership and project management capabilities.
- Excellent communication, networking, and relationship-building skills.
- Experience with modern tax software and technology tools.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
Create a job alert for this search

Tax Senior Manager – Private Equity • Charlotte, NC, US

Similar jobs

Transaction Tax Senior Manager

Frazier & DeeterCharlotte, NC, United States
Full-time

Transaction Tax Senior Manager.Join Frazier & Deeter and be a part of a rapidly growing top 50 accounting & advisory firm that has been repeatedly named a best firm to work for, a best firm for wom...Show more

 • Promoted

Senior Tax Manager

MDA EdgeCharlotte, NC, United States
Full-time

Be among the first 25 applicants.This range is provided by MDA Edge.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.The Senior Tax Manager plays...Show more

 • Promoted

Senior Tax Manager - High Net Worth/FWS

Elliott Davis, LLCCharlotte, NC, United States
Full-time

WHO WE ARE**Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture.Our nine offices — located in the fastest growing cities in the US — ...Show more

 • Promoted

Senior Tax Manager

Wright Staffing SourceCharlotte, NC, United States
Full-time

Charlotte, North Carolina, United States.We are seeking an experienced Senior Tax Manager with a specialized focus on trusts and estates.This role requires a hands‑on professional with a strong tec...Show more

 • Promoted

Tax Manager & Senior Manager (HNW/Estate Trust)

MDA EdgeCharlotte, NC, United States
Full-time

We are seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving HNWIs, estates, trusts, and gift tax planning.The ideal candidate is a tax leader who enjoys buildin...Show more

 • Promoted

Tax Manager, Asset Management

Kpmg IndiaCharlotte, NC, United States
Full-time

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms.Enjoy a collaborative, future-forward culture that empowers your success.Work with KPMGs extensive netw...Show more

 • Promoted

Tax Senior Manager Private Equity

NorthPoint Search GroupCharlotte, NC, United States
Full-time

Tax Senior Manager Private Equity.A seasoned tax professional with 7+ years of public accounting experience specializing in passthrough entities and Subchapter K matters.Lead complex tax consulting...Show more

 • Promoted

Remote Senior Tax Manager - Lead Flowthroughs & Growth

JobotCharlotte, NC, United States
Remote
Full-time

A leading tax and accounting firm is seeking a principal-track tax professional for a fully remote position.The ideal candidate will have a B.Degree in Accounting, CPA certification, and over 8 yea...Show more

 • Promoted

Asset & Wealth Management - Renewable Energy Tax Senior Manager

PwC (US)Charlotte, NC, United States
Full-time

Senior Manager, Financial Services Tax Practice.A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their ...Show more

 • Promoted

Tax Senior Manager Private Equity Portfolio Companies

Elliott DavisCharlotte, NC, United States
Full-time

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture.Our nine offices located in the fastest growing cities in the US are built on a f...Show more

 • Promoted

Senior Tax Manager

Sterling Inspired Staffing.Charlotte, NC, United States
Full-time

Charlotte, North Carolina, United States.In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills with re...Show more

 • Promoted

Senior Tax Manager, High Net Worth – Hybrid & Growth

Elliott Davis, LLCCharlotte, NC, United States
Full-time

A leading consulting firm in Charlotte, NC is seeking a Senior Tax Manager to provide tax planning and compliance services for high-net-worth clients.The role involves managing client engagements, ...Show more

 • Promoted

Tax Senior Manager, ASC740

BDO USA, LLPCharlotte, NC, United States
Full-time

The Core Tax Services ("CTS") Senior Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lesse...Show more

 • Promoted

Tax Technology & Transformation Senior Manager

DeloitteCharlotte, NC, United States
Full-time

Recruiting for this role ends on April 30th 2026.Deloitte is committed to providing reasonable accommodations for people with disabilities.If you require a reasonable accommodation to participate i...Show more

 • Promoted

Director, Tax

ConfluenceCharlotte, NC, United States
Temporary

At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space.Our global footprint now spans multiple countries, giving our employee...Show more

 • Promoted

Senior Tax Manager

GPACCharlotte, NC, United States
Full-time

I have partnered with a well-established company in the exciting world of public accounting.My client firm is growing and offers the opportunity for an ambitious professional to join their team.Thi...Show more

 • Promoted

Senior Manager, Tax Technology - Ignition

Phenom PeopleCharlotte, NC, United States
Full-time

Senior Manager, Tax Ignition Practice.At KPMG, you can become an integral part of a dynamic team at one of the worlds top professional services firms.Enjoy a collaborative, future-forward culture t...Show more

 • Promoted

Tax Senior / Manager / Senior Manager / Director Asset Management

Catalyst LabsCharlotte, NC, United States
Full-time

Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.Jersey, Guernsey, Isle of Man).We are seeking experienced tax professionals from Associate all the way up to Mana...Show more