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Managing Director - Tax Advisory

Oak Brook, IL, United States

Managing Director - Tax Advisory (Hybrid)

About E78 Partners

E78 Partners is a leading provider of finance, accounting and technology solutions for middle-market businesses and financial sponsors. Our team delivers platinum-level advisory, talent, and managed services that address the critical finance, technology, and transformation challenges faced by corporate leaders and private equity sponsors across the middle market through the Fortune 500.

For the fifth year in a row, E78 Partners made the Inc. 5000 list, at No. 400 in 2023, which includes a three-year revenue growth of 1,449%

We are a community of results-driven gamechangers, and our passion drives us to achieve success through meaningful work and inspires us to make a lasting impact.

A few reasons why 450+ professionals are thriving at E78 Partners:

Career advancement opportunities

Flexible Paid Time Off (PTO) - Which includes traditional vacation time and sick leave

Industry leading maternity benefits, which also includes Parental Leave

Bonus eligibility

For every dollar contributed E78 Partners will match up to 4%

Highly competitive salaries

Tech reimbursement: $200/year

10 Company Paid Holidays

Opportunity for professional growth

Blue chip client logos to partner with

An inclusive culture committed to diversity

World-class leadership committed to your development

E78 Partners is headquartered in Oak Brook, IL with offices around the country. Come join our growing team!

About the Role

We are looking for a Managing Director to lead our tax advisory practice and provide strategic guidance to our clients on complex tax matters. You will be responsible for developing and executing tax strategies, managing client relationships, overseeing tax engagements, and mentoring tax professionals. You will also play a key role in expanding our tax advisory services and growing our market share in the private equity sector.

Expectations & Duties

Leadership and Team Development

Lead and manage tax advisory engagements for multi-generational family groups, hedge funds, trusts, estates, and partnerships clients, including tax due diligence, tax structuring, tax compliance, and tax controversy

Manage the financial performance and profitability of the tax advisory practice

Supervise, coach, and develop tax professionals and foster a collaborative and high-performance culture

Stay abreast of current tax developments and trends and provide thought leadership and insights to clients and the firm, both in the US and abroad

Client Management

Build and maintain strong relationships with clients, prospects, and referral sources, both in the US and abroad

Provide expert advice on tax implications of mergers and acquisitions, divestitures, restructurings, and other transactions, both domestic and international

Review potential transactions for clients and advise on strategy

Technical Expertise

Develop and implement tax strategies that align with the business objectives and value drivers of our clients, considering the global tax environment and regulations

Business Development

Identify and pursue new business opportunities and cross-selling opportunities within the firm, both in the US and abroad

Key Competencies Required for Success

Entrepreneurial focus

Problem solving & decision making

Industry knowledge

Relationship building

Influence

Team management

Positive impact

Required Education & Experience

Bachelor's degree in accounting, finance, or related field; Master's degree or CPA preferred

10+ years of progressive tax experience in a Top 10 public accounting firm, Big 4 advisory firm, or private equity firm, with significant exposure to international tax matters

Extensive knowledge and experience in tax advisory services for individual and private trust clients, including tax due diligence, tax structuring, tax compliance, and tax controversy, both domestic and international

Strong technical skills and ability to research and resolve complex tax issues, both domestic and international (specifically the Cayman Islands)

Excellent communication, presentation, and interpersonal skills, with the ability to work effectively with clients and colleagues from different cultures and backgrounds

Strong business acumen and strategic thinking skills, with the ability to identify and capitalize on opportunities in the global market

Proven leadership and management skills, with the ability to inspire and motivate a diverse and talented team

Ability to work effectively in a fast-paced and dynamic environment

Willingness to travel as needed

Ability to work at our Oak Brook, New York, Beverly Hills, Austin, or Charlotte office, 3 days a week.

E78 Partners is proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, and reproductive health choices), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as someone with a disability, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.

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