Tax Senior Manager – Private Equity Portfolio Companies
Role description
From the employerWHO WE ARE
Elliott Davis pairs forward-thinking tax, assurance and consulting services with
industry-leading workplace culture. Our nine offices — located in the fastest
growing cities in the US — are built on a foundation of inclusivity,
collaboration, and collective growth. We work daily to provide exceptional
service to our people, customers, and our communities. Audit and assurance
services are provided by Elliott Davis, LLC (doing business in NC and D.C. as
Elliott Davis, PLLC), a licensed CPA firm.
About the Role
This opportunity focuses on providing tax expertise to portfolio operating
companies backed by private equity. 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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WHY YOU SHOULD JOIN US
We believe that when our employees are able to thrive in all facets of life,
their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because
we understand that there's life beyond your job. Here are some of the ways our
work works for your life, your growth, and your well-being
- generous time away and paid firm holidays, including the week between
Christmas and New Year’s
- flexible work schedules
- 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental
leave, 4 weeks of paid and caregiver leave (once eligible)
- first-class health and wellness benefits, including wellness coaching and
mental health counseling
- one-on-one professional coaching
- Leadership and career development programs
- access to Beyond: a one-of-a kind program with experiences that help you
expand your life, personally and professionally
NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate
submissions without prior express written approval. Resumes submitted or
candidates referred to any employee of Elliott Davis by any external recruiter
or recruitment agency by any means (including but not limited to via Internet,
e-mail, fax, U.S. mail, and/or verbal communications) without a properly
executed written contract for a specified position by an authorized member of
the Talent Acquisition team become the property of Elliott Davis. Elliott Davis
will not be responsible for, or owe any fees associated with, referrals of those
candidates and/or for submission of any information, including resumes,
associated with individuals.
ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment
characteristics described here are representative of those that must be met by
an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
Physical Requirements
While performing the duties of this job, the employee is
- Regularly required to remain in a stationary position; use hands
repetitively to operate standard office equipment; and to talk or hear, both in
person and by telephone
- Required to have specific vision abilities which include close vision,
distance vision, color vision, peripheral vision, depth perception, and the
ability to adjust focus
Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
- Use written and oral communication skills.
- Read and interpret data, information, and documents.
- Observe and interpret situations.
- Work under deadlines with frequent interruptions; and
- Interact with internal and external customers and others in the course of
work.