Overview In this Tax Senior Manager role, you guide partnership tax strategies for private equity-backed clients, delivering planning, research, and compliance with cross-functional support. You will lead complex engagements, develop staff, and expand services while maintaining high-quality tax guidance. The position emphasizes client relationships, staying current with tax law, and coordinating across lines of business to deliver integrated service. You'll operate in a high-growth Private Equity Portfolio Company practice, shaping tax solutions at scale.
Compensation / Benefits- flexible schedule
- competitive benefits and total rewards
- discretionary bonus potential
- employee support and accommodations
Responsibilities- Advise on partnership tax services including planning, research, and compliance
- Assist with new business development and issue recognition
- Develop and mentor staff
- Lead complex engagements and expand services with strong client relationships
- Stay updated on tax practices and law changes
- Review research findings for policy-consistent conclusions
- Foster cross-line relationships to ensure integrated client service
- Potential people leadership responsibilities
- Provide detailed review/analysis of complex tax returns
- Communicate complex tax issues non-technically to clients and teams
- Serve as Tax client service coordinator for appropriate clients
- Manage corporate tax needs including federal/state compliance
Key requirements- Active CPA license in state of residence/primary office, or active EA license, or active Attorney license
- 8 years in corporate federal tax compliance and tax consultation related to planning, research, and M&A
- Experience in public accounting with 8 years focusing on partnership taxation
- Experience with S-Corps or Partnerships/LLCs
- Strong verbal and written communication
- Strong Microsoft Excel and Word skills
- Profitable client relationship building
- Project management
- Outstanding organizational and time management
- Partnership taxation
- Tax compliance and planning
- Tax research tools (Bloomberg BNA, RIA Checkpoint)
