Tax Manager – Private Equity

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October 25

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KSM (Katz, Sapper & Miller)

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Finance • Government • Healthcare Insurance

KSM (Katz, Sapper & Miller) is a leading advisory, tax, and audit firm offering innovative solutions to help clients achieve their organizational goals. The firm provides services such as government consulting, HITRUST assessment and validation services for healthcare data security, and tax increment financing consulting. KSM partners with organizations to foster growth and ensure long-term success, assisting in navigating complex situations and compliance challenges.

201 - 500 employees

Founded 1923

💸 Finance

🏛️ Government

⚕️ Healthcare Insurance

📋 Description

• Demonstrate a comprehensive understanding of private equity structures, including partnerships, corporations, and various investment vehicles, ensuring compliance with federal, state, and local tax regulations. • Maintain ongoing contact with private equity clients, ensuring a deep understanding of their businesses and tax compliance needs, providing tailored advice and solutions. • Collaborate with Resource Coordinators to staff private equity tax engagements using firm policies and procedures, ensuring timely, efficient and effective delivery of services. • 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. • Supervise and mentor staff, providing on-the-job training in private equity tax compliance and conducting performance evaluations to foster professional growth. • Anticipate potential problem areas in engagements, developing procedures to address these issues proactively. • Regularly communicate engagement progress, issues, and resolutions to clients through written and verbal correspondence. • Stay informed of economic, political, and tax legislative trends affecting private equity and their portfolio companies.

🎯 Requirements

• 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.

🏖️ Benefits

• health insurance • retirement plans • flexible work arrangements • professional development