Tax Director | Private Equity (Outsourcing)

#LI-DE1 #LI-Hybrid

Essential Functions and Primary Duties

Client Management

• Serve as the primary point of contact for private equity clients.
• Build and maintain strong client relationships, understanding their financial goals and objectives.
• Provide personalized tax planning and advisory services tailored to the unique needs of each client.

Tax Planning and Strategy

• Develop and implement comprehensive tax strategies for private equity clients.
• Stay current on changes in tax laws and regulations to ensure compliance and maximize tax efficiency.
• Advise clients on various tax-related matters.

Team Leadership

• Manage and lead a team of tax professionals, including tax managers, senior tax consultants, and other staff.
• Provide guidance, mentorship, and support to team members.
• Oversee the workflow and ensure timely and accurate delivery of tax services.

Compliance 

• Ensure that tax returns as well as related documents are prepared accurately and filed on time.
• Navigate the complexities of clients’ tax strategies, challenges and provide solutions.
• Review complex tax returns and financial statements.
• Coordinate with other departments to gather necessary information for tax compliance.

Business Development 

• Identify opportunities to expand the firm's private equity tax practice.
• Participate in business development activities, including networking events and client presentations.
• Work with the marketing team to develop promotional materials and strategies.

Risk Management

• Assess and mitigate potential risks associated with tax planning and compliance.
• Implement internal controls and best practices to ensure high-quality service delivery.

 

Preferred Qualifications

• Master's degree preferred in Accounting, Taxation or related field.
• Extensive experience in tax planning and compliance, with a focus on private equity clients.
• Strong knowledge of tax laws and regulations.
• Excellent leadership and interpersonal skills.
• Proven ability to manage and develop a team.
• Exceptional communication and presentation skills.
• Business development and client relationship management experience.

Minimum Qualifications 

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs