Private Equity Tax Compliance Manager
Description
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things.
Our firm is rooted in entrepreneurialism and committed to excellence – for our employees, our clients, and our communities. At KSM, you’ll be empowered to hone your skills and develop your interests. You’ll feel valued and cared for – and challenged – in a fun, collegial environment where you’re appreciated as an individual with singular talents. And you’ll be rewarded for growing, leading, and innovating. Because our vision for you is that you come to work every day and do your very best work. To be there for your teammates. To best serve our clients. And to realize your full potential as a professional – and as a person.
Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.
Position Summary:
As a Private Equity Tax Compliance Manager at KSM, you will act as a key liaison between partners, private equity clients, and staff. You will manage complex tax compliance engagements for private equity firms and their portfolio companies, ensuring compliance with relevant tax laws and optimizing tax positions. Responsibilities include overseeing multiple projects simultaneously, coordinating workflow, scheduling, and staffing engagements, developing technical expertise in private equity tax compliance, and mentoring staff. You will play an integral role in the firm’s growth by fostering and maintaining strong client relationships.
Responsibilities:
- Private Equity Expertise: Demonstrate a comprehensive understanding of private equity structures, including partnerships, corporations, and various investment vehicles, ensuring compliance with federal, state, and local tax regulations.
- Client Relationship Management: Maintain ongoing contact with private equity clients, ensuring a deep understanding of their businesses and tax compliance needs, providing tailored advice and solutions.
- Engagement Management: Collaborate with Resource Coordinators to staff private equity tax engagements using firm policies and procedures, ensuring timely, efficient and effective delivery of services.
- Review and Supervision: 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.
- Staff Development: Supervise and mentor staff, providing on-the-job training in private equity tax compliance and conducting performance evaluations to foster professional growth.
- Problem-Solving: 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.
- Client Communication: Regularly communicate engagement progress, issues, and resolutions to clients through written and verbal correspondence.
- Industry Knowledge: 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.
Requirements/Qualifications:
- 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
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.