Elliott Davis

Tax Senior Manager – Private Equity Portfolio Companies

Elliott Davis

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • North Carolina • South Carolina • United States

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Job Level

Senior

About the role

  • Ensure compliance with federal, state, and local tax regulations for portfolio companies.
  • Interpret and apply U.S. tax code sections related to partnerships and other investment structures.
  • Demonstrate comprehensive knowledge of private equity portfolio company structures, including partnerships, corporations, and various investment vehicles.
  • Advise on tax-related intricacies of partnership structures, allocations, and distributions.
  • Provide consulting and tax modeling for mergers & acquisitions (M&A) and equity transactions.
  • Collaborate with deal teams to assess tax implications and structure transactions efficiently.

Requirements

  • Bachelor’s degree in Accounting, Finance or Law; Masters in Tax/LLM, preferred
  • 7+ years of recent public accounting firm experience working with passthrough entities and dealing with Subchapter K reporting matters, including managing multiple projects and customer engagements
  • Experience developing team members, assigning projects, and managing workflow
  • CPA certification, required
  • Leadership and project/team management skills
  • Excellent communication and networking acumen
  • Ability to manage and grow strong customer relationships
  • Experience with tax software and technology
Benefits
  • generous time away and paid firm holidays, including the week between Christmas and New Year’s
  • flexible work schedules
  • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
  • first-class health and wellness benefits, including wellness coaching and mental health counseling
  • one-on-one professional coaching
  • Leadership and career development programs
  • access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
U.S. tax codetax modelingmergers & acquisitionspartnership structuresallocationsdistributionsSubchapter K reportingpublic accountingconsulting
Soft Skills
leadershipproject managementteam managementcommunicationnetworkingcustomer relationship management
Certifications
CPAMasters in TaxLLM