Tax Senior Manager – Private Equity

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

Tax Senior Manager – Private Equity - Charlotte, NC

Who: A seasoned tax professional with 7+ years of public accounting experience specializing in passthrough entities and Subchapter K matters.

What: Lead complex tax consulting and compliance engagements, oversee teams, review technical tax work, and support client relationships within private equity portfolio and investment company groups.

When: Full-time leadership opportunity available immediately.

Where: Charlotte, NC

Why: To guide high-level tax strategy, mentor future leaders, and contribute to the continued growth of a specialized private equity-focused tax practice.

Office Environment: Collaborative, growth-oriented, and committed to developing future firm leaders.

Salary: Competitive and commensurate with experience.

Position Overview

The Tax Senior Manager supports private equity portfolio and investment company clients by overseeing complex passthrough tax matters, reviewing operating and transaction documents, and guiding engagement teams. The role includes advanced technical review, issue identification, workflow management, staff development, and business development. This position is viewed as a future shareholder track opportunity for a motivated professional ready to advance their career.

Key Responsibilities

• Review and consult on 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 strong client relationships within the 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 continued professional 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.

Qualifications

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