Tax Senior Manager Private Equity Portfolio Companies
Elliott Davis, Charlotte, NC, United States
Tax Consultant
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. 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 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 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.
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. 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 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 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.