Federal Income Tax-Senior Manager

Responsibilities

• Federal Partnership Compliance
  • Lead the adoption of an insourcing model for the Federal partnership income tax compliance function.
  • Create entity-specific workpapers to support the Form 1065.
  • Develop an instruction guide to train and develop other staff members.
• Data Management and Administration
  • Ensure all items are properly loaded and presented on the returns.
  • Review federal book-to-tax adjustments.
  • Assist with the preparation and review of the partnership returns (Form 1065).
  • Compile taxable income information from both internal and external investments.
  • Prepare and review the consolidated 1120 and provide related M3 support.
• Tax Calculations and Analysis
  • Review federal tax calculations and adjustments (non-fixed asset).
  • Support the tax provision process, including forecasts, tax return, return-to-provision reconciliation, and audit support.
  • Calculate and support complex federal tax positions, including pension and benefits adjustments, Section 163(j), and CAMT.
• Tax Credits and Incentives
  • Partner with third-party providers to complete the R&D Credit study.
  • Analyze and calculate the R&D Credit using QREs.
  • Prepare and ensure proper reflection of all internally-prepared federal credits in OneSource (OIT).
• State and Local Tax Compliance
  • Review complex state partnership and corporate income tax returns and associated workpapers.
  • Research and analyze federal tax positions.
  • Provide support and IDR responses for the Federal Audit team.
• Coordination and Process Management
  • Coordinate with other Senior Managers and Associate Directors.
  • Develop and maintain relationships with various internal teams.
  • Streamline and optimize tax processes through the use of digital finance tools.

Qualifications

• Bachelor’s degree or four or more years of work experience.
• Six or more years of relevant work experience required, demonstrated through one or a combination of work and/or military experience, or specialized training.
• Bachelor’s degree in Accounting and 6 or more years of federal partnership income tax experience.
• Strong data management and automation skills required; experience with Alteryx, AI or other digital tools.
• Experience with Microsoft Office and Google Workspace.
• Significant experience with OneSource Income Tax and/or OneSource Tax Provision.
• Experience with federal tax credit, primarily with the R&D Credit.