Tax Manager - Healthcare & Private Equity

Title:

Tax Manager – Healthcare Team:
Healthcare Tax

Location:

Charlotte, NC;
Chattanooga, TN;
Raleigh, NC;
Columbia, SC;
Charleston, SC;
Nashville, TN;
Greenville, SC

Experience:

5–7+ years of public accounting experience

Certification:
Active CPA required; EA candidates may be considered, with a strong preference for CPA Company Overview
The client provides forward-thinking tax, assurance, and consulting services with a strong focus on workplace culture, inclusivity, collaboration, and professional growth.

Role Overview
The Tax Manager – Healthcare will lead tax strategy and compliance for healthcare clients, serving as a technical expert for private equity-backed healthcare entities. This person will also serve as a key integrator for new business coming through the pipeline and will be responsible for onboarding large-scale practice groups, ensuring seamless integration from proposal through filing.

Core Responsibilities Develop and maintain strong relationships with privately held and private equity-backed healthcare companies, serving as a trusted primary tax advisor.

Perform technical reviews of federal, state, and local tax returns of varying complexity.

Provide tax modeling and consulting for mergers, acquisitions, and equity transactions.

Review operating agreements, LOIs, purchase agreements, and other legal documents to identify tax efficiencies and mitigate risk.

Lead onboarding and integration of large healthcare practice groups ranging from 20 to 100+ locations.

Monitor engagement economics, including budgeting, billing, and collections.

Recruit, develop, and motivate team members while building a pipeline of “ready-now” leaders.

Partner with internal departments to provide comprehensive business solutions and identify growth opportunities.

Build and leverage a professional network within the healthcare and private equity communities.

Manage multiple complex engagements while consistently meeting client expectations.

Ideal Candidate Profile Active CPA strongly preferred. Candidates with an EA may be considered, but CPA is the preference for this level.
5–7+ years of public accounting experience, with a strong focus on Partnerships (Subchapter K) and flow-through entities.

Experience in Healthcare and/or Private Equity tax strongly preferred.

Experience with multi-state healthcare practice groups is desirable.

Strong technical tax review skills, including the ability to perform “cold checks” on complex tax returns and transactional documents.
3+ years of experience managing staff and overseeing the financial performance of a client portfolio.

Proven ability to develop junior and mid-level professionals into “ready-now” leaders through coaching and technical training.

Strong professional network or demonstrated ability to build relationships within the healthcare community.

Excellent communication, interpersonal, analytical, and organizational skills.

Bachelor’s degree in Accounting required; MST or MAcc preferred, but not required.

Firm / Candidate Requirements Strong preference for candidates coming from a Top 50 tax/public accounting firm.

Previous firm should have a headcount of 500+ employees.

CPA is the preferred credential for the role.

EA candidates may be considered, but candidates at the Senior Manager level must have a CPA.Strong public accounting and partnership tax experience is critical.

Key Technical Experience Partnership taxation / Subchapter KFlow-through entities

Federal, state, and local taxation

Healthcare tax Private equity-backed entitiesM&A and equity transactions

Tax modeling and consulting

Technical review / “cold checks”Multi-state tax Client portfolio management

Engagement budgeting, billing, and collections

Location & Work Environment
The role is available in:
Charlotte,…