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 K
• Flow-through entities
• Federal, state, and local taxation
• Healthcare tax
• Private equity-backed entities
• M&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, NC
• Chattanooga, TN
• Raleigh, NC
• Columbia, SC
• Charleston, SC
• Nashville, TN
• Greenville, SC

 
The position is hybrid and requires strong collaboration with clients, internal teams, and business partners.
 
What Makes This Role Attractive

• Generous PTO and paid firm holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• 16 weeks of paid maternity and adoption leave.
• 8 weeks of paid parental leave.
• 4 weeks of paid caregiver leave once eligible.
• Comprehensive health and wellness benefits.
• Wellness coaching and mental health counseling.
• One-on-one professional coaching.
• Leadership and career development programs.
• Access to a professional and personal growth program offering experiences designed to support career and life development.

 
Recruiter Screening Priorities

1. CPA/EA: Confirm active CPA first; EA can be considered, but CPA is strongly preferred.
2. Public Accounting: Confirm 5–7+ years of public accounting experience.
3. Firm Size: Verify the candidate's previous firm had 500+ employees.
4. Top 50 Firm: Prioritize candidates from a Top 50 tax/public accounting firm.
5. Partnership Tax: Subchapter K and flow-through experience are critical.
6. Healthcare/PE: Look for healthcare and/or private equity tax experience.
7. Management: Confirm 3+ years of people management experience.
8. Technical Expertise: Validate experience with complex returns, technical reviews, tax modeling, M&A, and transactional documents.
9. Client Management: Look for experience managing client relationships and engagement economics.
10. Location: Candidate must be aligned with one of the listed markets and the hybrid work expectations.

 

At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position's pay range is $100,000.00/Yearly – $135,000.00/Yearly.