Elliot Davis

Tax Senior Manager - Private Equity Portfolio Companies

Elliot Davis$100K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or Law; Master's in Tax/LLM preferred
  • 7+ years in public accounting, focusing on passthrough entities and Subchapter K reporting
  • CPA certification required
  • Experience in developing team members and managing multiple projects
  • Strong leadership and project management skills
  • Excellent communication and networking abilities
  • Proficient with tax software and technology

Responsibilities

  • Ensure compliance with federal, state, and local tax regulations for portfolio companies
  • Interpret and apply U.S. tax code sections related to partnerships and investment structures
  • Demonstrate knowledge of private equity portfolio company structures
  • Advise on tax intricacies of partnership structures
  • Provide consulting and tax modeling for mergers & acquisitions and equity transactions
  • Collaborate with deal teams to assess tax implications
  • Structure transactions to enhance efficiency

Benefits

  • Hybrid working environment
  • Opportunities for professional development
  • Friendly and supportive team culture
  • Exposure to high-profile private equity transactions
  • Engagement in strategic decision-making
Full Job Description
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


#LI-RB1

#LI-Hybrid

About Elliot Davis

Elliot Davis is an accounting firm that provides a range of services, including audit, tax, and consulting. The company serves clients in a variety of industries, including healthcare, manufacturing, and real estate. Elliot Davis has more than 800 employees and operates offices in several states, including South Carolina, North Carolina, and Georgia. The company was founded in 1925 and is headquartered in Greenville, South Carolina.
Learn more about Elliot Davis
Size
800 employees
Industry
Founded
1989

Similar Jobs

More Jobs at Elliot Davis

More Legal & Accounting Jobs

Find similar Tax Senior Manager - Private Equity Portfolio Companies jobs: