Tax Senior- Private Equity Firm

Tax Senior 

Our client is seeking a Tax Senior to join their Private Equity Firm’s tax team, focusing on tax compliance, planning, and reporting for their specific funds and associated entities. The ideal candidate will have 3-5 years of experience in public accounting or within a private equity firm, with a strong understanding of tax regulations affecting private equity funds, partnerships, and investors. This role will involve managing the tax compliance lifecycle, assisting in tax planning strategies, and ensuring the accuracy and timeliness of all fund-related tax filings.

Responsibilities:

• Fund Tax Compliance: Prepare and review federal, state, and local tax returns for private equity funds, partnerships, and related entities; Ensure all fund-level and investor-level tax reporting requirements are met, including K-1s, 1065s, and other filings; Assist in the management and coordination of tax audits and inquiries from regulatory authorities.
• Tax Planning & Strategy: Collaborate with the tax team to develop and implement tax planning strategies that optimize the tax position of the fund and its investors; Research and interpret tax laws to provide guidance on complex tax issues affecting the private equity fund, including structuring of investments and acquisitions; Work closely with fund managers and other departments to advise on tax-efficient structuring of transactions.
• Investor Relations & Reporting: Manage the delivery of tax-related communications to investors, including preparation and distribution of Schedule K-1s and other required tax documents; Assist in responding to tax-related inquiries from investors and addressing concerns related to their tax reporting and liabilities.
• Compliance & Process Improvement: Ensure compliance with changing tax regulations and identify opportunities to streamline tax processes; Develop and maintain tax workpapers and schedules to support tax filings and audits; Work with external tax advisors and internal stakeholders to ensure accurate and timely delivery of tax reports.

Requirements:

• Education & Certification: Bachelor’s degree in Accounting, Finance, or a related field; CPA certification preferred or actively pursuing CPA licensure.
• Experience: 3-5 years of experience in public accounting or a private equity firm, with a focus on tax compliance for private equity funds, partnerships, or investment funds; Strong experience in preparing and reviewing tax returns for partnerships and private equity structures.
• Technical Skills: In-depth knowledge of tax laws and regulations affecting private equity funds, partnerships, and investors; Familiarity with tax preparation and reporting software; Strong proficiency in Microsoft Excel and other related tools for tax calculations and reporting.
• Soft Skills: Excellent analytical and problem-solving skills with attention to detail; Strong verbal and written communication skills, with the ability to interact with internal stakeholders and external advisors; Ability to work independently and as part of a collaborative team in a fast-paced environment.

Salary: $100,000 to $135,000 + Bonus

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
[email protected]
www.pfssearch.com
661-799-0101

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We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

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Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.