Tax Manager - Private Equity

Job Description: We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it's our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That's why we've built a workplace where your career and personal life can thrive together - where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We've been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence - where new ideas are welcomed, different perspectives are valued, and you're encouraged to explore what excites you most. Whether you're expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that's right for you. At KSM, your contributions matter - not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you're looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what's most important to you, we'd love to meet you. Responsibilities:

• Private Equity Expertise: Demonstrate a comprehensive understanding of private equity structures, including partnerships, corporations, and various investment vehicles, ensuring compliance with federal, state, and local tax regulations.
• Client Relationship Management: Maintain ongoing contact with private equity clients, ensuring a deep understanding of their businesses and tax compliance needs, providing tailored advice and solutions.
• Engagement Management: Collaborate with Resource Coordinators to staff private equity tax engagements using firm policies and procedures, ensuring timely, efficient and effective delivery of services.
• Review and Supervision: Oversee Associates and Senior Associates in the preparation of tax returns for private equity firms and related entities, including partnership tax returns with complex allocations. Provide technical guidance and workpaper review, identifying potential issues and offering solutions.
• Staff Development: Supervise and mentor staff, providing on-the-job training in private equity tax compliance and conducting performance evaluations to foster professional growth.
• Problem-Solving: Anticipate potential problem areas in engagements, developing procedures to address these issues proactively. Keep supervisors and partners informed of significant developments and recommend appropriate solutions.
• Client Communication: Regularly communicate engagement progress, issues, and resolutions to clients through written and verbal correspondence.
• Industry Knowledge: Stay informed of economic, political, and tax legislative trends affecting private equity and their portfolio companies. Proactively advise clients on how these trends may impact their tax obligations and opportunities.

Requirements/Qualifications:

• A minimum of five years of experience in accounting and tax, with at least three years specifically focused on private equity tax compliance.
• Proven ability to manage tax compliance engagements for private equity funds, partnerships, and related entities.
• Bachelor's or Master's degree in accounting.
• A current and valid certified public accountant (CPA) license is required.
• Must be a member in good standing with the American Institute of Certified Public Accountants (AICPA).
• Minimum of forty hours of continuing professional education annually, focusing on private equity tax compliance and related topics to maintain and enhance technical and business skills.
• Proficiency in the use of tax preparation software

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract. Apply tot his job Apply To this Job