Tax Manager - Flowthroughs (PE Portfolio Company Tax)

Location: San Francisco, California, USA; eligibility to work in the U.S. without sponsorship required.

Salary: $99,000–$174,700 annual pay range in California; national range is $90,000–$134,400.

Company

Professional services firm providing tax, accounting, assurance, and business advisory services to private equity and other clients.

What you will do

• Provide tax, accounting, bookkeeping, financial reporting, and advisory services to private equity clients and portfolio companies.
• Review accounting records and reporting, analyze client information, and advise clients on accounting and business matters.
• Lead and plan client engagements, improve processes, identify internal control issues, and recommend operational improvements.
• Build and manage client relationships, resolve issues, coordinate additional services, and deliver responsive, accurate client service.
• Delegate and oversee team work, manage staffing and billing activities, and support client profitability targets.
• Maintain current knowledge of local, state, and federal tax practices and support the professional development of team members.

Requirements

• Four-year degree required.
• CPA, Law License, or EA required.
• At least five years of experience required.
• Ability to lead and supervise others, provide exceptional client service, communicate effectively, manage projects, organize work, analyze information, and maintain high ethical and quality standards.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship required.

Nice to have

• Bachelor’s, master’s, or advanced degree in accounting.
• More than five years of federal tax compliance and consulting experience in a public accounting firm.
• More than two years of experience supervising, mentoring, and counseling associates.
• Private equity experience, especially experience with portfolio companies.

Culture & Benefits

• Flexibility in how and where work is completed, subject to role requirements.
• Programs supporting schedule and career ownership, including My Time Off, My Development, and Dress for Your Day.
• Firm-wide learning and development programs and opportunities for professional growth.
• Team outings, social activities, and an emphasis on work-life balance.
• Compensation and benefits package available to eligible employees.