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Tax Manager - Healthcare & Private Equity

Elliott DavisCharlotte, North Carolina, United States …FULL-TIME
$125k – $185kAI estimatePosted 30+ days ago
M&A AdvisoryPrivate ClientIndirect / VAT
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Role description

From the employer

WHO 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.

Tax Manager will lead tax strategy and compliance in the Healthcare area. The

Tax Manager will serve as a technical expert for private equity-backed

healthcare entities while acting as a key integrator for new business coming

through our pipeline. This role will be the point person for onboarding

large-scale practice groups, ensuring seamless integration from proposal to

filing.

Responsibilities

  • Develop and sustain excellent relationships with privately held and private

equity-backed healthcare companies, serving as a trusted primary advisor.

  • Perform technical reviews of federal, state, and local tax returns with

varying complexity, ensuring full compliance within the unique regulatory

framework of the healthcare industry.

  • Provide expert tax modeling and consulting for mergers, acquisitions, and

equity transactions, identifying creative solutions for complex structural

issues.

  • Review operating agreements, letters of intent (LOIs), purchase agreements,

and other legal documentation to ensure tax efficiency and risk mitigation.

  • Lead the administrative side of new business proposals and the

onboarding/integration of large practice groups (ranging from 20 to 100+

locations).

  • Monitor the economic performance of engagements, including budgeting,

billing, and collections, to ensure practice profitability.

  • Recruit, develop, and motivate team members, building a "ready-now" pipeline

of leaders to support a consolidated healthcare tax team.

  • Partner with internal departments to provide comprehensive business solutions

and capture growth opportunities from existing and prospective clients.

  • Build a robust professional network with colleagues, referral sources, and

external organizations to attract new business in the healthcare and private

equity sectors.

  • Other duties within the scope of the role and practice.

Requirements

  • Bachelor’s degree in Accounting; Master’s in Taxation (MST) or Accountancy

(MAcc) preferred but not necessary. Active CPA license required.

  • 5–7+ years of public accounting experience, with a heavy focus on

Partnerships (Subchapter K) and flow-through entities.

  • Proven track record in Healthcare and/or Private Equity tax. Experience with

multi-state healthcare practice groups is desirable.

  • Demonstrated ability to perform "cold checks" and technical reviews on

complex transactional documents and tax returns.

  • 3+ years of experience managing staff and overseeing the economic performance

of a client portfolio.

  • Ability to leverage or build a professional network within a market and

broader healthcare community.

  • Proven record of developing junior and mid-level staff into "ready-now"

leaders through proactive coaching and technical training.

  • The ability to balance multiple complex projects and meet client expectations
  • Excellent communication and interpersonal skills

#LI-RB1

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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.

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