CareerPlan

Tax Director - Flow Through (PE portfolio companies)

USA CA San Francisco 333 Bush StFull-time$158k2026-10-15 → 2026-11-09
No visa sponsorship

Core

Lead client relationships and provide federal tax compliance and consulting services to midmarket clients, specifically focusing on partnership entity (PE) portfolio companies.

Role type

Senior IC tax director (flow-through taxation)

Builds

Tax advisory and compliance services for midmarket clients

Domain

Accounting and Taxation

Required skills

Corporate and flow-through taxation expertise, ASC 740 knowledge, IRS inquiry response, client relationship management, engagement team staffing, business development, mentoring

Preferred skills

PE industry experience with portfolio companies, supervisory experience, advanced accounting degree

Technologies

Microsoft Suite

Responsibilities

Lead client relationships on day-to-day tax matters, consult on technical matters in corporate and flow-through taxation, research tax matters and respond to IRS inquiries, coordinate with specialty tax practices, manage client engagement staffing and profitability, network to acquire new clients, support team member development

Seniority

Director, leadership & mentorship