CareerPlan

Tax Manager - Flowthroughs (PE Portfolio Company Tax)

San Francisco, CA, USFull-time2026-10-25

Core

Tax Manager providing tax, accounting, and advisory services to private equity (PE) portfolio companies and clients.

Role type

Manager, tax and business advisory

Builds

Tax compliance, financial reporting, and advisory solutions for PE clients

Domain

Accounting and Tax (Private Equity)

Required skills

Tax law knowledge (local/state/federal), financial statement preparation, client engagement management, team leadership, process improvement, business advisory

Preferred skills

Entrepreneurial networking, professional development, coaching

Technologies

Accounting software, tax practice management tools

Responsibilities

Oversee accounting, bookkeeping, and financial reporting; review and analyze client accounting records; lead and plan client engagements; manage client relationships and resolve issues; delegate and oversee team work efforts; maintain knowledge of tax practices and laws; assist with engagement staffing and profitability targets.

Seniority

Manager, hands-on IC with leadership responsibilities