Senior Tax Accountant

LeoForce; Raleigh (NC); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Discretionary performance bonus

Comprehensive benefits package

Career growth opportunities

Job summary

LeoForce is seeking a Senior Tax Accountant in Raleigh, NC to lead complex partnership tax deliverables for private equity clients. You will develop understanding of client partnership agreements, review carried interest calculations, and ensure compliance with federal and state tax obligations.

The role includes mentoring junior staff, coordinating with external auditors, and contributing to special tax projects within a collaborative, growth-focused team.

Qualifications

• Strong knowledge of partnership tax and related provisions.
• Experience reviewing W-8BEN/Ben-E/EXP/IMY forms.
• Proven ability to prepare federal and state returns.
• Ability to research complex tax issues and respond to inquiries.
• Experience mentoring junior staff and coordinating with auditors.

Responsibilities

• Develop understanding of client partnership agreements and apply tax provisions.
• Create and review tax carried interest calculations.
• Review and validate W-8 forms for treaty-based withholding.
• Prepare federal and state tax returns and workpapers.
• Calculate quarterly estimated tax payments.
• Research complex tax issues and respond to client inquiries.
• Support ad hoc tax compliance requests from clients and investors.
• Prepare responses to tax notices and coordinate with auditors.
• Review tax workpapers and deliverables by junior staff.
• Provide training and supervision to less experienced staff.
• Participate in special projects and department initiatives.

Skills

Understanding partnerships

Carried interest calculations

W-8 forms knowledge

Federal/state return prep

Tax research & inquiries

Mentorship & supervision

Auditor coordination

Project participation

Job description

Senior Tax Accountant

Experience: Senior Level
Salary: $85,000 - $115,000 per year

Job Details

• Develop a detailed understanding of client partnership agreements and apply provisions to tax deliverables
• Create and review tax carried interest calculations
• Review and validate Forms W-8BEN, W-8BEN-E, W-8EXP, and W-8IMY for treaty-based withholding tax claims
• Prepare federal and state tax returns and supporting workpapers
• Calculate quarterly estimated tax payments
• Research complex tax issues and respond to client inquiries
• Support ad hoc tax compliance requests from clients, partners, and investors
• Prepare responses to federal and state tax notices
• Coordinate with external auditors and tax reviewers
• Review tax workpapers and deliverables prepared by junior staff
• Provide training, mentorship, and supervision to less experienced accounting professionals
• Participate in special projects and department initiatives as assigned

A bit about us

A premier financial services organization specializing in private capital fund administration is seeking a Senior Tax Accountant to join its growing tax team. The organization supports private equity funds, fund of funds, family office investment programs, and other alternative investment structures through best-in-class service, technology, and industry expertise. This is an excellent opportunity for a tax professional looking to build technical expertise, gain exposure to complex partnership tax matters, and advance into leadership responsibilities.

Why join us

• Competitive salary of $85,000 - $115,000 annually
• Discretionary performance bonus
• Comprehensive benefits package
• Significant career growth and promotion-from-within opportunities
• Ongoing technical and professional development training
• Exposure to sophisticated private equity and partnership tax engagements
• Collaborative and high-performing team environment
• Opportunity to mentor and develop junior professionals
• Stable and growing organization with strong industry presence
• Meaningful focus on employee physical, mental, and financial well-being

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