Partnership Tax Managing Director, Advanced Computational Services

Tax Specialization

• Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation
• May organize and conduct, or participate in conducting effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year
• Trains and mentors associates, senior associates, and managers
• Provides oversight and review of partnership capital account maintenance and relevant computational services

Research

• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
• Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
• Trains associates, senior associates, and managers on research skills and helps to appropriately frame tax issues for analysis

Tax Consulting

• Develops, recommends and implements efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
• Applies a combination of tax knowledge and knowledge of business/industry to recommend solutions
• Implements applicable Firm strategies
• Manages client relationships and expectations

Strategy Development

• Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
• Researches and implements tax strategies, including experimentation with promising new strategies and ideas
• Consistently makes suggestions as to how previous work products or approaches can be improved
• May lead marketing campaigns, if applicable to role

Other duties as required

• Supervises associates, senior associates, and managers on all projects
• Reviews work prepared by associates, senior associates, and managers and provides review comments
• Trains associates, senior associate, and managers on how to use all current software tools
• Acts as a career advisor to associates, senior associates, and managers
• Schedules and manages workload of associates, senior associates, and managers
• Provides verbal and written performance feedback to associates, senior associates, and managers

Education

• Qualifications, Knowledge, Skills, and Abilities:
• Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred
• Master’s in Accountancy or Taxation, preferred
• Experience: Ten (10) or more years of prior relevant experience and/or public accounting, private industry accounting or consulting/professional services experience, required
• Specialized partnership experience, required
• Prior supervisory experience, required
• Private equity experience, both fund and portfolio company levels, preferred
• Prior experience with Up-C tax receivable agreements, preferred
• Licenses/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required
• Possession of other professional degrees or certifications applicable to role, preferred
• Software Experience: with tax research tools such as CCH Wolters Kluwer, Thomson Reuters Checkpoint, and BNA, preferred
• Experience with systems such as Oracle, Thomson Reuters, ONESOURCE, Longview, Corptax or GoSystems, preferred
• Proficient in Microsoft Excel, preferred