Tax Manager - PE - 1065 FS - Private Equity Portfolio/Investment Company Practice Group

Job Summary

We are looking for a Tax Manager with Pass-through Entity experience to work with our Private Equity Portfolio/Investment Company Practice groups. This candidate will oversee the tax preparation process and technical review process, as well as other tax consulting matters for businesses organized as pass-through entities.

Tasks will include leading the tax team, advising, researching, and identifying tax issues, and recommending solutions to complex customer issues. In addition, the Tax Manager will delegate and manage tax assignments and perform administrative duties. The Tax Manager is responsible for training, motivating, developing, and reviewing the work of their team.

Responsibilities

- Reviewing operating agreements, letters of intent, purchase agreements, and other legal documentation related to tax transactions

- Developing and sustaining excellent customer relationships

- Being anticipatory and consulting on various tax matters

- Actively communicating progress of engagements, problems, and resolutions to customers

- Monitoring economic performance of engagements, including billing and collections

- Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects

- Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business

- Continuously expanding Subchapter K knowledge and application, as well as overall professional development

- Holding yourself and others accountable for business development goals

- Recruiting, developing, and motivating team members, creating pools of ready-now leaders

Requirements

- Bachelor's degree and/or master's degree in accounting, finance.

- EA License or CPA certification required.

- 5+ years of recent public accounting firm experience working with pass-through entities and dealing with Subchapter K reporting matters, including managing multiple projects and customer engagements.

- Project/team management skills

- Excellent communication and networking acumen.

- Ability to manage and grow strong customer relationships.

- Experience with tax software and technology.

- Ability to multitask along with demonstration of commitment to continuous learning