Tax Manager Private Equity

Madison-Davis; United States; Remote; USD 140,000 - 190,000; Full time

Job summary

Madison-Davis, LLC is seeking an experienced Private Equity Tax Manager to join its growing tax practice. The role focuses on tax compliance, planning, and advisory services for private equity clients, with a CPA or CPA progress and strong partnership taxation knowledge.

This is a remote role with periodic travel to South Florida. The successful candidate will manage engagements, review returns, advise on planning opportunities, and mentor junior staff while monitoring changes in tax legislation

Qualifications

• 5+ years of private equity tax experience required.
• Strong knowledge of partnership taxation and fund structures.
• CPA or CPA licensure in progress required.
• Experience with partnership tax returns, allocations, and Schedule K-1s.
• Excellent client-facing and communication skills.

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.

Skills

Strong tax research

Analytical skills

Client-facing communication

Time management

Remote work capability

Travel willingness

Education

Bachelor's degree in Accounting/Finance/Taxation

Job description

ABOUT THE ROLE

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.
• Adise 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.