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We are looking for a highly skilled Tax Director/Manager with expertise in private equity and corporate tax management to join our team in The Woodlands, Texas. This role involves overseeing tax compliance, planning, and strategic decision-making for the firm and its portfolio companies. The ideal candidate will possess a strong background in partnership taxation, M& A transactions, and private equity structures, coupled with the ability to thrive in a fast-paced and dynamic environment.
Job Responsibility:
Manage all aspects of tax compliance for private equity fund structures, including partnerships, LLCs, and offshore entities
Oversee the preparation and review of federal, state, and local tax returns for the firm and its portfolio companies
Coordinate with external tax preparers to ensure timely and accurate filing of tax documents
Review and ensure accuracy of Schedule K-1s for limited and general partners
Support tax due diligence processes for acquisitions and investments, identifying and assessing tax risks and opportunities
Collaborate with deal teams to develop tax-efficient transaction structures and negotiate tax-related provisions in agreements
Provide tax guidance and oversight to portfolio companies, including monitoring compliance and identifying optimization opportunities
Lead tax planning initiatives, including fund formation, fundraising strategies, and distribution planning
Stay informed of changes in tax laws and assess their impact on the organization
Implement and refine tax workflows, processes, and compliance calendars to enhance operational efficiency
Requirements:
Bachelor’s degree in accounting, finance, or a related field
advanced tax education or CPA certification preferred
Minimum of 5 years of progressive tax experience, with at least 3 years in private equity, investment management, or Big 4 public accounting
Proven expertise in partnership taxation and complex entity structures
Experience with M& A transactions, including tax due diligence and structuring
Strong analytical skills and the ability to explain complex tax concepts to non-tax professionals
Proficiency in Excel and familiarity with fund administration and accounting systems
Excellent communication and project management skills, with the ability to handle multiple priorities and deadlines
Demonstrated ability to maintain confidentiality and work collaboratively across teams
What we offer:
competitive compensation and benefits
free online training
medical, vision, dental, and life and disability insurance