KSM (Katz, Sapper & Miller) · 3 months ago
Tax Manager - Private Equity
United States
Full-time
Remote
Senior Level
5+ years expKSM is one of the top 50 largest independent advisory, tax, and audit firms in the United States, dedicated to fostering a supportive and collaborative workplace. The Tax Manager will demonstrate expertise in private equity structures, manage client relationships, oversee tax compliance engagements, and mentor staff to ensure effective service delivery.
AccountingProfessional Services
Responsibilities
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. Keep supervisors and partners informed of significant developments and recommend appropriate solutions
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. Proactively advise clients on how these trends may impact their tax obligations and opportunities
Qualification
Required
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
Company
KSM (Katz, Sapper & Miller)
KSM (Katz, Sapper & Miller) is a nationally recognized advisory, tax, and audit firm.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
T
Tim Cook
CEO and President
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