Tax Manager

Atlantic Group; Boston (MA); Hybrid; USD 150,000 - 165,000; Full time

Job summary

An established industry player is seeking a highly skilled Tax Manager to oversee tax compliance and reporting for a diverse range of investment structures. This pivotal role involves managing federal, state, and international tax returns, ensuring compliance with regulations, and providing strategic tax advice to optimize the firm's tax position. The ideal candidate will have extensive experience in partnership taxation and a strong background in private equity or related industries. Join a dynamic team where your expertise will drive impactful tax strategies and contribute to the firm's success in the competitive financial services landscape.

Qualifications

• 5+ years of experience in public accounting with a focus on financial services.
• Strong technical expertise in partnership taxation and tax planning.

Responsibilities

• Oversee tax compliance and reporting for private equity funds and portfolio companies.
• Advise on tax implications of mergers, acquisitions, and other investment structures.
• Collaborate with internal teams to integrate tax strategies into operations.

Skills

Partnership Taxation

Tax Planning

Financial Reporting

IRS Audit Management

Tax Compliance

Education

BS of Accounting

CPA

Job description

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Base pay range

$150,000.00/yr - $165,000.00/yr

Associate Director @ Atlantic Group | Executive Search, Recruitment

Our client in the Private Equity space is seeking a highly skilled and detail-oriented Tax Manager to join their team. This position will be responsible for overseeing tax compliance, planning, and reporting for a diverse range of investment structures, including private equity funds, portfolio companies, and related entities. The ideal candidate will have strong technical expertise in partnership taxation, tax planning, and financial reporting, along with experience in private equity or a related industry.

DETAILS:

• Position: Tax Manager
• Schedule: Hybrid (3 days in office)
• Compensation: $150K - $165K + Bonus

REQUIRED TO APPLY:

• BS of Accounting or Finance
• CPA
• 5 + years of experience within public accounting working with FS clients or industry
• Strong knowledge of partnership tax

JOB DESCRIPTION:

• Oversee the preparation and filing of federal, state, and international tax returns for private equity funds and portfolio companies.
• Ensure compliance with tax regulations for all entities, including partnerships, corporations, and LLCs.
• Manage tax provisions and ensure timely and accurate filing of required documents.
• Review quarterly and annual tax filings for private equity fund entities and related portfolio companies.
• Work closely with senior management and investment teams to provide tax-efficient strategies for structuring transactions and investments.
• Advise on tax implications of mergers, acquisitions, joint ventures, and other investment structures.
• Proactively identify tax-saving opportunities and strategies to optimize the firm’s overall tax position.
• Manage and coordinate responses to IRS audits, state tax inquiries, and other tax-related disputes.
• Collaborate with external tax advisors, legal counsel, and auditors to resolve any tax-related issues.
• Ensure proper documentation and reporting to mitigate audit risks.
• Collaborate with internal teams, including finance, accounting, legal, and operations, to ensure seamless integration of tax strategies into day-to-day operations.
• Provide ongoing training and guidance to junior team members on tax issues related to private equity and investment management.
• Stay current with changes in federal, state, and international tax laws and regulations impacting private equity and investment management.
• Advise the firm on any new tax legislation and ensure the firm’s operations are in compliance with updated tax laws.
• Participate in tax due diligence for potential acquisitions and other investment opportunities.
• Assist in preparing tax forecasts and projections for both fund and portfolio company operations.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing
• Industries: Venture Capital and Private Equity Principals, Financial Services, and Investment Management