Tax Senior Manager | Private Credit Fund Outsourcing

Tax Senior Manager | Private Credit Fund Outsourcing

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Job Description

Are you a tax accountant focused on Private Equity that is looking to expand your knowledge beyond primarily tax compliance? Did you find yourself in a stressful busy season, questioning "where do I go from here?" Look no further than our CBIZ Private Equity Co-Sourcing team!

We are seeking candidates with Private Debt Fund/Private Credit Fund experience who are interested in providing co-sourcing/outsourcing services for Credit-Focused Alternative Asset Managers. Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects.

We offer an opportunity to work on rewarding, high-profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment.

Essential Functions and Primary Duties

• Serve as client’s trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives.

• Identify client issues and conflicts; proactively communicate solution options to client and team.

• Review of all federal and state tax returns and K-1s and related filings.

• Review and respond to federal and state notices received.

• Assist in gathering data and reviewing schedules to be used in preparing tax returns.

• Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers.

• Prepare year‑end estimates.

• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget.

• Understand the client’s organization, procedures and internal policies.

• Manage and retain multiple client relationships, engagements and special projects.

• Responsible for billing and realization on assigned clients.

• Able and willing to work with client personnel at client location, as needed.

• Assist with developing engagement budgets, billing and ensuring desired realization on assigned clients.

• Identify need for staffing resources and manage scheduling process for staff.

• Supervise, train and mentor staff; listen and communicate effectively.

• Foster a team environment; demonstrates support of management and decisions and builds a positive culture.

• Participating in practice development activities that lead to the generation of new business and the opportunities for cross‑serves.

• Additional responsibilities as assigned.

Preferred Qualifications

• Master’s degree in accounting, Finance or related field.

Minimum Qualifications

• Bachelor’s degree required.

• 8 years experience in public accounting or related field.

• 5 years supervisory experience.

• Must have active CPA or equivalent certification.

• Ability to manage all aspects of client engagements.

• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.

• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.

• Proficient use of applicable technology.

• Must be able to travel based on business needs.

About Us

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

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