As a Private Equity Tax Compliance Manager, you will manage complex tax compliance engagements for one of our private equity clients and their portfolio companies, ensuring compliance with relevant tax laws and optimizing tax positions. Responsibilities include overseeing multiple projects simultaneously, coordinating workflow, scheduling, developing technical expertise in private equity tax compliance, and mentoring staff. You will play an integral role in the firm’s growth by fostering and maintaining strong relationships.
Responsibilities :
Private Equity Expertise : Demonstrate a comprehensive understanding of private equity structures, including partnerships, corporations, and various investment vehicles, ensuring compliance with federal, state, and local tax regulations.
Client Relationship Management : Maintain ongoing contact with private equity portfolio company leadership teams, ensuring a deep understanding of their businesses and tax compliance needs, providing tailored advice and solutions.
Review and Supervision : Oversee the preparation of tax returns for the private equity portfolio companies and related entities, including partnership tax returns with complex allocations. Provide technical guidance and workpaper review, identifying potential issues and offering solutions.
Problem-Solving : Anticipate potential problem areas, developing procedures to address these issues proactively. Keep supervisors and partners informed of significant developments and recommend appropriate solutions.
Communication : Regularly communicate progress, issues, and resolutions to management leadership through written and verbal correspondence.
Industry Knowledge : Stay informed of economic, political, and tax legislative trends affecting private equity and their portfolio companies. Proactively advise leadership on how these trends may impact their tax obligations and opportunities.
Requirements / Qualifications :
A minimum of five years of experience in accounting and tax, with at least three years specifically focused on private equity tax compliance.
Proven ability to manage tax compliance engagements for private equity funds, partnerships, and related entities.
Bachelor’s or Master’s degree in accounting.
A current and valid certified public accountant (CPA) license is required.
Must be a member in good standing with the American Institute of Certified Public Accountants (AICPA).
Proficiency in the use of tax preparation software