Tax Senior - Private Equity

Position: Tax Senior 1065 - Private Equity
Location: Bengaluru

Elevate Your Career with Elliott Davis

At Elliott Davis, our mission is to make a positive impact on our clients, our people, and our communities. We are committed to elevating every experience through a culture of care, collaboration, and continuous growth. Guided by our core values— Do the Right Thing, Service to Others, Mutual Respect, Always Getting Better , and  Quality —we create opportunities for talented professionals to thrive.

About the Opportunity

We are looking for a Tax Senior with  fund partnership tax  experience to work in our  Alternative Investments and Private Equity Practice groups . This candidate will prepare and sometimes perform the technical review of fund partnership entities and related state filings. Tasks include the preparation of intermediate and complex level tax returns, reviewing basic engagements, as well as researching and consulting on tax matters.

The Tax Senior is responsible for sustaining excellent customer relationships and supervising, motivating, and developing our tax associates to become future members of this industry group.

What You'll Do

Prepare tax returns for  private equity funds, Fund of Funds and Trader/Hedge Funds.
Prepare and maintain  partnership capital accounts and 704(b) schedules
Review operating agreements and allocation provisions to ensure proper income allocations
Prepare necessary foreign filings such as  1042s, 5471s, 8804 and 8865s
Address complex areas such as carried interest and incentive allocations, tiered partnership structures, timing differences and special allocations
Review letters of intent, purchase agreements, and other legal documentation related to tax transactions when applicable
Continuously expanding  Subchapter K knowledge and application , as well as overall professional development
Perform complete and efficient technical reviews of fund partnership tax returns
Gather data from customer and/or third-party sources
Perform basic tax research to support tax return positions
Resolve all open items/issues encountered on assigned engagements
Actively monitor engagement economics by managing budgets and seeking efficiencies
Direct and control concurrent assignments to successful completion
Develop and lead associates through engagements, delegate assignments and tasks when appropriate
Provide honest, objective, and constructive feedback in timely manner to associates
Collaborate to identify and sell opportunities among existing customers
Serve as a mentor and role model through active participation in firm committees, departmental matters, and events
Active in recruitment of new and experienced associates

What We're Looking For

Bachelor’s degree or Master’s degree in accounting, finance, must
Significant progress toward EA License or CPA certification, preferred
Minimum 4+ years of recent public accounting firm experience
Experience working with  private equity funds, fund of funds and hedge/trader funds (Form 1065) and dealing with Subchapter K reporting matters
Strong oral and written communication skills
Effective analytical and problem-solving ability
Strong time and work management skills
Leadership and project/team management skills
Advanced excel skills
Knowledge of CCH Axcess is a requirement but not mandatory
Knowledge of Case Ware is preferred but not required

Why Join Us?

Collaborative, people-first culture focused on professional development.
Exposure to  complex alternative investment and private equity structures .
Opportunities to build  deep expertise in partnership taxation and Subchapter K.
Career advancement and leadership opportunities.
Hybrid work flexibility after onboarding and training period.

NOTE:

This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing need of the organization.