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Elliott Davis
Tax Senior Manager Private Equity Portfolio CompaniesElliott Davis • Charlotte, NC, United States
Tax Senior Manager Private Equity Portfolio Companies

Tax Senior Manager Private Equity Portfolio Companies

Elliott Davis • Charlotte, NC, United States
9 days ago
Job type
  • Full-time
Job description

Job Title

This opportunity focuses on providing tax expertise to portfolio operating companies backed by private equity.

Job Description

The ideal candidate will demonstrate a deep understanding of private equity structures and deliver strategic tax solutions that support compliance and optimize outcomes for portfolio operating companies.

Key Responsibilities

Tax Compliance & Advisory:

  • Ensure compliance with federal, state, and local tax regulations for portfolio companies.
  • Interpret and apply U.S. tax code sections related to partnerships and other investment structures.

Private Equity Expertise:

  • Demonstrate comprehensive knowledge of private equity portfolio company structures, including partnerships, corporations, and various investment vehicles.
  • Advise on tax-related intricacies of partnership structures, allocations, and distributions.

Transaction Support:

  • Provide consulting and tax modeling for mergers & acquisitions (M&A) and equity transactions.
  • Collaborate with deal teams to assess tax implications and structure transactions efficiently.

Requirements

  • Bachelor's degree in Accounting, Finance or Law; Masters in Tax/LLM, preferred
  • 7+ years of recent public accounting firm experience working with passthrough entities and dealing with Subchapter K reporting matters, including managing multiple projects and customer engagements
  • Experience developing team members, assigning projects, and managing workflow
  • CPA certification, required
  • Leadership and project/team management skills
  • Excellent communication and networking acumen
  • Ability to manage and grow strong customer relationships
  • Experience with tax software and technology
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Tax Senior Manager Private Equity Portfolio Companies • Charlotte, NC, United States

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