Tax Manager | Private Credit Fund Outsourcing

Tax Manager | Private Credit Fund Outsourcing

Be the First to Apply

• Job Identification 4688
• Posting Date 02/09/2026, 06:15 PM
• Locations 53 State Street, 17th Floor, Boston, MA, 02109, US (Hybrid)
• Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section.
• Base Range $105,000 - $185,000

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 Tax 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.

• 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

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

• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

At this time, CBIZ is not engaging with applicants who require sponsorship.

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.