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; Masters in Tax/LLM preferred
  • 7+ years of experience in public accounting, focusing on passthrough entities and Subchapter K reporting
  • CPA certification required
  • Experience in team development, project assignment, and workflow management
  • Strong leadership and communication skills
  • Proficiency in tax software and technology

Responsibilities

  • Ensure compliance with federal, state, and local tax regulations for portfolio companies
  • Interpret and apply U.S. tax code for partnerships and investment structures
  • Advise on tax intricacies of partnership allocations and distributions
  • Provide tax modeling for mergers and acquisitions
  • Collaborate with deal teams to assess tax implications in transactions

Benefits

  • Hybrid work flexibility
  • Opportunity to develop and grow a team
  • Engagement with diverse private equity structures
  • Potential for high-impact contributions in a dynamic environment
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


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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

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