Real Estate and Hospitality - Tax Senior Manager

Responsibilities

• Exhibits a high level understanding of technical requirements, procedures and principles with an emphasis on book-ups under 704(b) including 704(c) allocations and step-ups under 754
• Reviews partnership agreements and advises clients on the relevant tax sections of the agreements and their corresponding tax consequences including preparation of proforma tax and 704(b) capital accounts based on the relevant waterfall or target allocations as provided for in the agreements
• Manages and monitors preparation and review of complex partnership, S Corporation and individual tax returns, including projections and estimate calculations
• Reviews and advises on technical research memorandums
• Researches and reviews work papers for various book to tax differences
• Advises clients on the tax efficiencies of various structures including the use of domestic and foreign entities
• Collaborates with others to provide quality service to clients
• Engages and leads in professional and efficient communication with clients
• Communicates with the IRS and other state authorities in a professional manner when applicable
• Builds and maintains positive relationships across the firm
• Effectively delegates responsibility providing proper instructions, monitoring and coaching
• Conducts training for associates
• Manages projects by scheduling associates, tracking completion and managing the budget
• Maintains open communication with team regarding the progress of completion on projects
• Participates actively in training and developmental opportunities, both as an attendee and as a facilitator
• Manages all aspects of billing, including client inquiries
• Develops appropriate fee quotes for new tax engagements
• Represents the goals of the firm on a consistent basis internally and externally
• Networks to promote Bennett Thrasher business and bring in new clients

Qualifications

• Accounting undergraduate degree required, Master’s preferred
• CPA required
• 8+ years of tax experience is required, preferably with High Net Worth Individuals
• Advanced knowledge of Federal and Georgia income tax laws and principles of individual and business taxation is required
• Excellent written and verbal communication skills
• Strong time management, organizational and prioritization skills
• Strong project management and delegation skills