Private Equity Tax Manager

Levelociti; Town of Florida (NY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Levelociti, a growing independent accounting and advisory firm, seeks a Private Equity Tax Manager to join its team in New York. This role focuses on delivering sophisticated tax and advisory services to investment and alternative investment clients, with a broad client base.

The ideal candidate has 5–7 years of public accounting and tax experience, a CPA, and strong experience servicing Private Equity and related clients. Hybrid work options are available for eligible offices in the area.

Qualifications

• CPA license is required.
• 5–7 years of public accounting and tax experience.
• Experience servicing Private Equity and/or alternative investment clients.
• Strong technical tax, communication, and client-management skills.
• Remote flexibility must demonstrate strong tenure.

Responsibilities

• Manage tax engagements for Private Equity and alternative investment clients
• Oversee tax compliance and planning for funds, partnerships, and related entities
• Review complex federal and state tax returns and related workpapers
• Advise clients on tax implications of investments, transactions, and organizational structures
• Manage client relationships and serve as a key point of contact
• Review and develop work performed by staff and senior-level team members
• Assist with planning, research, and special tax projects
• Collaborate with other tax and advisory professionals on complex client matters

Skills

Private Equity tax experience

Public accounting experience

Client relationship management

Education

CPA license

Master’s degree in Taxation or Accounting (preferred)

Tools

Fund structures knowledge

Hedge funds / fund-of-funds experience

Job description

A growing, independent accounting and advisory firm is looking to add a Private Equity Tax Manager to its team. This is an opportunity to join a well-established firm with a broad client base and a strong focus on delivering sophisticated tax and advisory services to investment and alternative investment clients.

The ideal candidate will have 5–7 years of public accounting and tax experience , along with a CPA and strong experience working directly with Private Equity, Hedge Fund, Fund-of-Funds, and other alternative investment clients.

Responsibilities:

• Manage tax engagements for Private Equity and alternative investment clients
• Oversee tax compliance and planning for funds, partnerships, and related entities
• Review complex federal and state tax returns and related workpapers
• Advise clients on tax implications of investments, transactions, and organizational structures
• Manage client relationships and serve as a key point of contact
• Review and develop work performed by staff and senior-level team members
• Assist with planning, research, and special tax projects
• Collaborate with other tax and advisory professionals on complex client matters

Qualifications:

• Active CPA license required
• Master’s degree in Taxation or Accounting preferred
• 5–7 years of public accounting and tax experience
• Strong current experience servicing Private Equity and/or alternative investment clients
• Experience with fund structures, partnerships, hedge funds, or fund-of-funds
• Strong technical tax, communication, and client-management skills
• Candidates seeking remote flexibility must demonstrate strong employment tenure

Location & Flexibility:

• Hybrid opportunities available for candidates located near an office
• Remote flexibility available in FL, GA, NY, NJ, VA, TX, MO, CT, and CO
• Remote candidates must have a strong, stable career history

Compensation:

• $120,000–$180,000 base salary
• Annual bonus opportunity
• Performance reviews approximately every six months, with potential for compensation increases