Private Equity - M&A Tax Manager

Tax Manager Responsibilities and Duties:

• Prepares and reviews tax packages from multiple sources, ensuring accurate gathering of information from various business units for federal and state income tax returns.

• Reviews partnership agreements to ensure appropriate tax provisions (target capital, waterfalls, catch‑ups, clawbacks) are properly included in agreements and followed in tax compliance reporting.

• Leads preparation and review of Partnership and S Corporation income tax compliance.

• Provides investment partners with accurate and timely K-1 packages, capital account statements, partner tax communications and timely responses to partner inquiries.

• Manages multistate compliance including state apportionment, state modifications and tax audits

• Involved in strategic discussions regarding corporate tax planning for the parent company to maintain favorable tax treatments to shareholders.

• Manages the preparation and tax calculations of the Company's fixed assets within the Depreciation software systems.

• Assists with quarterly taxable income projections on multiple levels/tiers within the corporate tax structure.

• Manages all tax reporting deadlines to avoid late filings.

• Prepares and manages the property tax return reporting requirements in multiple states for select partnerships.

• Provides support for tax incentive projects and associated reporting.

• Prepares and reviews income tax account reconciliations along with required payments.

• Coordinates with advisors quarterly and facilitate annual estimated tax payments and extensions.

• Reconciles tax adjustments with GAAP based financial statements.

• Conducts research on tax issues and handles tax notices promptly.

• Stays proactive in monitoring changes in tax law to facilitate effective planning, compliance, and reporting.

Tax Manager Qualifications:

Bachelor's degree in accounting

4 years of relevant work experience. Public accounting tax compliance experience a plus

CPA preferred