Senior Tax Manager (Confidential)

Bellaire, TX

Employment Type: Direct Category: Tax Accounting Job Number: 18334 Work Model: #LI-Onsite Internal Reference: #LI-JM1

Job Description

Houston based PE firm seeks a Senior Tax Manager to join their team. The role will be engaged as a member of the accounting and finance team and will report to the CFO. The position will lead the tax team and interact with the accounting and finance group, deal teams, and the firm’s external tax service provider. This position offers significant career development potential due to the dynamic hypergrowth trends of the organization.

Senior Tax Manager Responsibilities:
  • Gather financial data for the preparation of estimated tax payments, tax returns, tax provisions, and internal projects
  • Provide final review for quarterly tax estimates, calculations, tax provision workpapers and tax returns prepared by external tax service providers
  • Produce quarterly tax journal entries and conduct reconciliations of tax accounts
  • Assist with the collection, organization, and tracking of tax forms and tax deliverables from portfolio companies
  • Track tax basis for partnership investments
  • Assist with Schedule K-1 tax reporting and state withholding tax requirements
  • Collaborate closely with the accounting department to ensure the timely and accurate provision of tax information for accounting and reporting purposes
  • Assist with federal, state, and sales and use tax due diligence review for new investments
  • Leverage technology to maximize and enhance tax process efficiencies
  • Research complex tax issues and summarize results in a concise manner to communicate to management and investment team members
  • Manage outside tax consultants and auditors on recurring work and coordinate with outside tax, financial and legal service providers on special projects
  • Responsible for correspondence with tax authorities regarding federal and state notices, etc.
  • Monitor changes in tax laws, regulations, and guidance, and assess their impact on the company and its portfolio companies
Requirements for Role:
  • Minimum 8+ years of tax experience including partnership and corporate taxes, U.S. federal tax, and state income and franchise tax
  • Bachelor’s degree in Accounting and CPA are required
  • Masters in Tax or J.D. is preferred
  • Excellent attention to detail and critical thinking skills
  • Excellent communication and time management skills
  • Demonstrated ability to meet stringent deadlines and balance multiple project priorities
  • Proficiency in Microsoft Excel
  • Requires experience with Subchapter K, partnership allocation methodologies, and the partnership tax compliance process
  • Experience in ASC 740 income tax accounting and Subchapter C is strongly preferred
  • Experience with state and local sales and use taxes is considered a plus
  • Experience in subchapter M (regulated investment companies) is a plus but not required
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