Elliot Davis

Tax Senior Manager - Private Equity Portfolio Companies

Elliot Davis • $120K — $150K *
US-AnywhereRemote in United States
Legal & Accounting
5 - 7 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or Law; Master’s in Tax/LLM preferred
  • 7+ years of public accounting experience with passthrough entities focusing on Subchapter K reporting
  • CPA certification required
  • Strong leadership skills and experience in team management
  • Proficient in tax software and technology
  • Exceptional communication and networking abilities
  • Proven track record in managing client relationships

Responsibilities

  • Ensure compliance with tax regulations for portfolio companies
  • Interpret U.S. tax code related to partnerships and investment structures
  • Provide advisory on tax intricacies of partnership allocations and distributions
  • Conduct tax modeling and consulting for M&A and equity transactions
  • Collaborate with deal teams to optimize transaction structures

Benefits

  • Hybrid work environment
  • Opportunities for professional development and team leadership
  • Access to a network of high-profile private equity clients
  • Dynamic and collaborative workplace culture
  • Potential for career growth within private equity tax advisory
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
Finance & Insurance
Founded
1989
* Ladders Estimates

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