Private Equity Tax Senior Manager — Strategy & Leadership

stafffinancialgroup; Charlotte (NC); On-site; USD 160,000 - 230,000; Full time

Job summary

Staff Financial Group in Charlotte, NC seeks a Tax Senior Manager to lead complex passthrough tax engagements for private equity portfolio clients. You will oversee engagement teams, review technical work, and mentor staff.

This role develops leadership along a potential shareholder track and strengthens client relationships. Role emphasizes advanced technical review, workflow management, business development, and cross-team collaboration to deliver superior tax solutions in a dynamic private

Qualifications

• 7+ years of public accounting experience focused on passthrough entities and Subchapter K reporting.
• CPA certification is required.
• Bachelor’s degree in Accounting, Finance, or Law; Master’s in Tax/LLM preferred.
• Proven experience managing multiple complex engagements and guiding teams.
• Strong leadership and project management capabilities.
• Excellent communication, networking, and relationship-building skills.
• Experience with modern tax software and technology tools.

Responsibilities

• Review operating agreements, LOIs, purchase agreements, and related tax transaction documents.
• Review and develop workpapers involving partnership allocations, basis adjustments, and other advanced technical tax matters.
• Build and maintain client relationships within private equity and investment industry.
• Collaborate across the firm to provide broader business solutions to clients and prospects.
• Monitor industry trends to proactively advise clients during periods of change.
• Expand technical expertise and specialty knowledge for growth.
• Manage engagement economics including billing and collections.
• Communicate engagement progress, coordinate workflow, and ensure proper planning to meet client expectations.
• Deliver effective performance feedback and recognize excellence within the team.
• Attract, develop, and retain top talent across the practice.
• Grow a business network through collaboration with colleagues, referral partners, prospects, and community organizations.
• Represent the firm in the business community and participate in professional organizations.
• Support community involvement and service initiatives.

Skills

Leadership

Project management

Communication

Relationship-building

Education

CPA certification

Bachelor’s degree in Accounting, Finance, or Law

Master’s in Tax/LLM

Tools

Modern tax software

Job description

Staff Financial Group in Charlotte, NC seeks a Tax Senior Manager to lead complex passthrough tax engagements for private equity portfolio clients. You will oversee engagement teams, review technical work, and mentor staff.

This role develops leadership along a potential shareholder track and strengthens client relationships. Role emphasizes advanced technical review, workflow management, business development, and cross-team collaboration to deliver superior tax solutions in a dynamic private