Tax Advisory Managing Director
About E78
E78 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 sixth consecutive year, E78 has made the Inc. 5000 list, at No. 734 in 2024, which includes a three-year revenue growth of 655%
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:
- 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
- 10 Company Paid Holidays
- Opportunity for professional growth
- Blue chip client logos to partner with
- A culture of support and inclusion that fosters collaboration and diversity
- World-class leadership committed to your development
E78 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 work with the current leadership in 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.
- Extensive knowledge and experience in tax advisory services for high net worth individuals, family office, and private trust clients, including tax due diligence, gift tax, tax structuring, tax compliance, and tax controversy, both domestic and international required.
- 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
E78 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.
