What are the responsibilities and job description for the Tax Manager position at Robert Half?
We are looking for a highly skilled Tax Director/Manager with expertise in private equity and corporate tax management to join our team in Spring, 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.
Responsibilities:
• 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.
Salary : $130,000 - $150,000