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Tax Senior Manager – Private Equity
Tax Senior Manager – Private EquityNorthPoint Search Group • Charlotte, NC, US
Tax Senior Manager – Private Equity

Tax Senior Manager – Private Equity

NorthPoint Search Group • Charlotte, NC, US
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Tax Senior Manager – Private Equity - Charlotte, NC Who :

  • A seasoned tax professional with 7+ years of public accounting experience specializing in passthrough entities and Subchapter K matters.

What :

  • Lead complex tax consulting and compliance engagements, oversee teams, review technical tax work, and support client relationships within private equity portfolio and investment company groups.
  • When :

  • Full-time leadership opportunity available immediately.
  • Where :

  • Charlotte, NC Why : To guide high-level tax strategy, mentor future leaders, and contribute to the continued growth of a specialized private equity-focused tax practice.
  • Office Environment :

  • Collaborative, growth-oriented, and committed to developing future firm leaders.
  • Salary :

  • Competitive and commensurate with experience.
  • Position Overview :

  • The Tax Senior Manager supports private equity portfolio and investment company clients by overseeing complex passthrough tax matters, reviewing operating and transaction documents, and guiding engagement teams.
  • The role includes advanced technical review, issue identification, workflow management, staff development, and business development.
  • This position is viewed as a future shareholder track opportunity for a motivated professional ready to advance their career.
  • Key Responsibilities :

  • Review and consult on operating agreements, LOIs, purchase agreements, and related tax transaction documents. - Review and develop workpapers involving partnership allocations, basis adjustments, and other advanced technical tax matters. - Build and maintain strong client relationships within the private equity and investment industry. - Collaborate across the firm to provide broader business solutions to clients and prospects. - Monitor industry trends to proactively advise clients during periods of change. - Expand technical expertise and specialty knowledge for continued professional growth. - Manage engagement economics including billing and collections. - Communicate engagement progress, coordinate workflow, and ensure proper planning to meet client expectations. - Deliver effective performance feedback and recognize excellence within the team. - Attract, develop, and retain top talent across the practice. - Grow a business network through collaboration with colleagues, referral partners, prospects, and community organizations. - Represent the firm in the business community and participate in professional organizations. - Support community involvement and service initiatives.
  • Qualifications :

  • Bachelor’s degree in Accounting, Finance, or Law; Master’s in Tax / LLM preferred. - 7+ years of recent public accounting experience focused on passthrough entities and Subchapter K reporting. - Proven experience managing multiple complex engagements and guiding teams. - CPA certification required. - Strong leadership and project management capabilities. - Excellent communication, networking, and relationship-building skills. - Experience with modern tax software and technology tools.
  • If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

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    Tax Senior Manager • Charlotte, NC, US

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