Private Equity Tax Manager (Remote)

Madison-Davis, LLC; United States; Remote; USD 120,000 - 190,000; Full time

Job summary

Madison-Davis, LLC seeks an experienced Private Equity Tax Manager to join its growing tax practice. The role focuses on tax compliance, planning, and advisory work for private equity clients and investment funds, with remote work and periodic travel to South Florida.

The ideal candidate has 5+ years in private equity tax, a solid understanding of partnership taxation, and CPA licensure progress. Contributions include client management and staff mentorship.

Qualifications

• Bachelor’s degree in Accounting, Finance or Taxation.
• 5+ years of private equity tax experience.
• CPA or pursuing CPA licensure is required or strongly preferred.
• Strong knowledge of partnership taxation and fund structures.
• Experience reviewing K-1s and partnership returns is desirable.

Responsibilities

• Manage tax compliance and advisory engagements for PE and alternative investment clients.
• Review federal, state, and local partnership returns and investment fund filings.
• Assess partnership allocations and Schedule K-1s; prepare supporting workpapers.
• Provide tax planning advice for complex partnership structures and funds.
• Mentor junior staff; coordinate with clients, fund admins, and teams.

Skills

Partnership taxation

Private equity funds

Tax planning

Tax research

Client communication

Education

Bachelor’s degree in Accounting

Job description

A leading public accounting and advisory firm is seeking an experienced Private Equity Tax Manager to join its growing tax practice. This role will focus on providing tax compliance, planning, and advisory services to private equity and alternative investment clients.

The ideal candidate has 5+ years of private equity tax experience, a strong understanding of partnership taxation and investment fund structures, and is a CPA or actively progressing toward CPA licensure.

This position is remote with periodic travel to South Florida.

Responsibilities

• Manage tax compliance and advisory engagements for private equity and alternative investment clients.
• Review federal, state, and local tax returns for partnerships and investment fund entities.
• Review partnership allocations, Schedule K-1s, and supporting tax workpapers.
• Advise clients on tax planning opportunities and complex partnership tax matters.
• Research and resolve technical tax issues affecting private equity funds and their investments.
• Coordinate with clients, fund administrators, investment teams, and other external service providers.
• Manage engagement timelines, deliverables, and multiple concurrent client assignments.
• Review work prepared by junior tax professionals and provide technical guidance.
• Mentor and develop staff while supporting overall engagement quality.
• Monitor changes in tax legislation and evaluate their impact on private equity clients.
• Assist senior leadership with client relationship management and practice development initiatives.

Qualifications

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field.
• 5+ years of private equity tax experience required.
• Strong public accounting tax experience preferred.
• Strong knowledge of partnership taxation and private equity fund structures.
• Experience with partnership tax returns, allocations, and Schedule K-1s.
• CPA or CPA sections passed/in progress required.
• Strong tax research, analytical, and problem-solving skills.
• Excellent client-facing and communication skills.
• Ability to manage multiple engagements and deadlines in a remote environment.
• Willingness to travel periodically to South Florida.