Tax Senior Manager - Private Equity Portfolio Company
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Dallas, United States; hybrid workstyle aligned to an office with in-person collaboration based on client, team, development, or relationship-building needs.
Salary: $126,100–$253,000 annually, plus eligibility for a discretionary performance-based bonus.
Company
Professional services organization serving middle-market clients globally, with a Private Equity Portfolio Company practice supporting partnership and corporate companies, primarily owned by private equity funds.
What you will do
- Advise clients on partnership tax planning, research, compliance, allocations, and transactional activities.
- Manage complex engagements and corporate client needs related to federal and state tax compliance.
- Review complex tax returns and research findings, ensuring conclusions comply with firm policies and professional standards.
- Lead client relationships, identify tax issues, support business development, and coordinate tax client service.
- Develop, motivate, and train staff-level team members and potentially lead people-management responsibilities.
- Collaborate across lines of business, especially with Financial Services, to deliver integrated tax services.
Requirements
- Bachelor’s degree in accounting or a business-related field.
- Active CPA license in the state of residence, active Enrolled Agent license, active Attorney license, or a pre-approved alternative certification meeting requirements.
- At least 8 years of corporate federal tax compliance and tax consulting experience covering planning, research, and general mergers and acquisitions activities.
- At least 8 years of public accounting experience focused on partnership taxation.
- Experience with S-Corps or Partnerships/LLCs.
- Effective verbal and written communication skills.
- Strong Microsoft Excel and Word skills.
Nice to have
- Proven ability to build profitable, sustainable client relationships while managing multiple projects and engagement teams.
- Project management, critical thinking, organizational, and time-management skills, including the ability to prioritize multiple assignments.
- Working knowledge of tax code and the technical aspects of tax preparation and compliance.
- Strong technical skills in accounting and tax preparation, with industry specialization.
- Experience with international tax matters.
- Experience with tax research tools such as Bloomberg BNA and RIA Checkpoint, and tax preparation technology such as CCH Axcess.
- Experience with partnership taxation, capital account analysis, 704(c), 754 matters, and M&A implications related to PPA.
- Experience with international tax K-2/K-3 reporting.
Culture & Benefits
- Hybrid workstyle combining office alignment with in-person connection when it supports clients, teams, development, or relationship-building.
- Competitive benefits and compensation package.
- Discretionary bonus eligibility based on firm and individual performance.
- Equal employment opportunity and reasonable accommodation for applicants with disabilities.
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