Associate Director, Tax Research and Planning

Responsibilities

• Conduct thorough tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K-1s to support Partner Tax Services and Partner Tax Matters group in the preparation of federal and state tax returns
• Proactively monitor federal and state legislative developments; Model the potential impact of proposed tax changes and identify strategic tax-savings opportunities for the firm and its partners
• Document tax research positions and collaborate with firm experts on various federal and state issues to ensure compliance with all tax regulations and deadlines
• Effectively communicate tax technical positions to members of cross-functional groups within Firm Taxes
• Respond to inquiries from tax authorities to effectively and efficiently resolve tax issues

Qualifications

• Minimum seven years of recent federal and state individual tax experience with in-depth knowledge of partnership federal and state schedule K-1s
• Bachelor's degree from an accredited college or university in accounting or finance is required; master's degree from an accredited college or university in tax or accounting is preferred: enrolled Agent or CPA preferred
• High net worth individual tax experience preferred
• Proficient in tax research software such as Westlaw, Bloomberg and CCH
• Computer proficiencies in Microsoft Excel, Microsoft PowerPoint, and Word required; Microsoft Excel skills include creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; PowerPoint skills include creating charts, layouts and analysis to support tax planning opportunities
• Detailed-oriented and collaborative-minded professional with a proactive approach to problem-solving