Tax Manager (Hybrid)
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences.
We need to extract sections: About the role? The posting includes "Job Purpose" which could be "About the role". Could map to "About the role". Then "Responsibilities" (multiple bullet points). Then "Minimum Qualifications" and "Desired/Preferred Qualifications" and "Characteristics Necessary for Success" could be combined into "Requirements" or "Qualifications". The instruction says we can use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content.
We have:
- Job Purpose (description) -> could be About the role.
- Responsibilities (list)
- Minimum Qualifications (list)
- Desired/Preferred Qualifications (list)
- Characteristics Necessary for Success (list)
- Compensation (Pay) -> salary range $144K - $175K
- Benefits (list)
- Possibly other sections like "About Longroad Energy" (company overview) maybe not needed as a heading; could be included in About the role? But we could include a short paragraph about company as part of About the role? The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include a paragraph about company description maybe under About the role? But the heading "About the role" is for role description, not company. However we could still include a paragraph about company under About the role? Might be odd. Better to have a section "About Longroad Energy"? Not in allowed headings list but we could still use
for any section heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive. Likely we should stick to those headings. So we can have About the role (includes job purpose and maybe company overview). Responsibilities. Requirements (maybe combine minimum qualifications, desired qualifications, characteristics). Benefits. Pay.
We must not create sections with filler. We have actual content for each.
We need to use - for any list of duties/requirements/benefits. So for Responsibilities, Minimum Qualifications, Desired/Preferred Qualifications, Characteristics Necessary for Success, Benefits we should use lists.
We need to preserve all substantive information; do not invent or summarize away detail. So we must include all bullet points exactly as given (maybe rephrase? but must preserve info). We'll copy them.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At the end there is EEO statement, diversity, values, etc. Those are boilerplate; we should remove them. Also "Learn more about our employee benefits." etc. Also "Learn more about our DEI commitment." etc. Also "Learn more about our SHINE values." Also the EEO statement. Also "Notice of AI Use in Job Application Review" maybe considered boilerplate? It's about hiring process; could be considered not substantive? Might be considered part of posting but maybe we should keep? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The AI notice is not exactly those but could be considered legal? It's about AI use in hiring; maybe it's legal boilerplate. Safer to remove it. Also "Salary Description $144k - $175k" is duplicate of Compensation; we already have compensation section; we can keep that info there and drop the duplicate line.
Also "Compensation" heading we will create.
Also "Benefits Of Working At Longroad Energy" we will create Benefits section.
We need to ensure we don't create Pay/Schedule/Benefits sections unless posting actually states them. We have Pay (salary range) and Benefits (list). No schedule info (onsite minimum three days per week) actually that is schedule info: "This position is based in our Boston office and is expected to work onsite a minimum of three days per week." That's schedule info. So we should include a Schedule section.
Thus sections: About the role, Responsibilities, Requirements (or Qualifications), Benefits, Pay, Schedule.
We need to decide what to put in Requirements. Could combine Minimum Qualifications, Desired/Preferred Qualifications, Characteristics Necessary for Success. Or we could have separate Qualifications and Skills sections. But instruction says prefer a few substantive sections over many thin ones. So combine into one Requirements section.
We must use
for each section heading.
Inside each section, we can have
for prose and
- for lists.
Let's extract content.
About the role: Should include job purpose and maybe company overview. The job purpose paragraph: "Reporting to the Senior Tax Manager, the Tax Manager will work with the existing tax team on tax forecasting and compliance matters related to Longroad Energy and its affiliates. Tax forecasting and compliance matters predominately include federal and state quarterly income tax projections and annual income tax filings for U.S. partnerships. The Tax Manager will oversee outside tax accounting firms engaged to prepare income tax returns and partnership capital account projections, ensuring information is provided accurately, deliverables are reviewed, and documentation is properly maintained. This includes managing the income tax compliance calendar to ensure all statutory and stakeholder deadlines are met. The role requires strong tax technical knowledge, sound judgment, and the ability to manage multiple deadlines and external relationships independently. This position operates in a collaborative, fast-paced environment and plays an important role in supporting the accuracy and timeliness of Longroad's tax compliance function. This position is based in our Boston office and is expected to work onsite a minimum of three days per week."
We could split schedule part out later. But we can keep schedule part in About the role or move to Schedule section. Since we have Schedule section, we should extract the schedule sentence: "This position is based in our Boston office and is expected to work onsite a minimum of three days per week." That's schedule. So About the role will exclude that sentence.
Thus About the role prose: everything except that sentence.
Let's copy the job purpose paragraph up to before the schedule sentence.
Original: "Reporting to the Senior Tax Manager, the Tax Manager will work with the existing tax team on tax forecasting and compliance matters related to Longroad Energy and its affiliates. Tax forecasting and compliance matters predominately include federal and state quarterly income tax projections and annual income tax filings for U.S. partnerships. The Tax Manager will oversee outside tax accounting firms engaged to prepare income tax returns and partnership capital account projections, ensuring information is provided accurately, deliverables are reviewed, and documentation is properly maintained. This includes managing the income tax compliance calendar to ensure all statutory and stakeholder deadlines are met. The role requires strong tax technical knowledge, sound judgment, and the ability to manage multiple deadlines and external relationships independently. This position operates in a collaborative, fast-paced environment and plays an important role in supporting the accuracy and timeliness of Longroad's tax compliance function."
That's the prose.
Now Responsibilities: list of bullet points under "Responsibilities" heading. There are subheadings: Tax Compliance & Forecasting, External Tax Advisor Oversight, Technical Tax & Cross-Functional Partnership, Process, Documentation & Continuous Improvement. Each has bullet points. We need to preserve all substantive information. We'll create a single
with all bullet points, maybe preserving subheadings? But we cannot add extra headings inside? We could keep subheadings as inside - ? But instruction says use
- for any list of duties/requirements/benefits. It doesn't forbid other markup inside. We could keep subheadings as part of the list item text. Simpler: just list each bullet point as
- . We'll need to extract each bullet.
Let's extract:
Under Tax Compliance & Forecasting:
- Manage assigned federal and state income tax compliance activities for Longroad Energy and its affiliates, with a primary focus on U.S. operating partnerships.
- Maintain the income tax compliance calendar and proactively manage statutory and stakeholder deadlines.
- Coordinate the preparation and timely filing of federal and state tax returns, estimates, and extensions.
- Support quarterly income tax forecasting and partnership capital account projections.
- Review tax calculations and deliverables for accuracy, completeness, and consistency with applicable requirements.
- Identify tax compliance issues or discrepancies and work with appropriate internal and external stakeholders to resolve them.
External Tax Advisor Oversight:
- Oversee outside tax accounting firms responsible for preparing U.S. federal and state income tax returns and quarterly partnership capital account projections.
- Coordinate and provide required financial information and supporting documentation, including trial balances and GAAP-to tax adjustment support.
- Review deliverables prepared by external tax advisors and provide appropriate feedback and follow-up.
- Manage external advisor timelines and deliverables to ensure compliance and stakeholder deadlines are met.
Technical Tax & Cross-Functional Partnership:
- Apply partnership tax concepts, including GAAP-to-tax adjustments, partnership allocations, tax basis balance sheets, and fixed and intangible asset depreciation and amortization.
- Review and interpret audited financial statements and applicable operating agreement tax provisions.
- Partner with Accounting, Finance, and other internal stakeholders to gather information, resolve tax-related questions, and support accurate tax reporting.
- Research and analyze tax matters within the scope of the role and escalate complex or material issues to Tax leadership as appropriate.
Process, Documentation & Continuous Improvement:
- Maintain complete and organized supporting documentation for tax filings, calculations, and other compliance activities.
- Assist in developing, maintaining, and improving tax department policies, procedures, controls, and documentation standards.
- Identify opportunities to improve the efficiency, accuracy, and consistency of tax compliance and reporting processes.
- Support other tax projects and initiatives as business needs evolve.
Now Requirements/Qualifications: combine Minimum Qualifications, Desired/Preferred Qualifications, Characteristics Necessary for Success.
Minimum Qualifications:
- Certified public accountant and/or Master’s degree in taxation
- Minimum of five years prior experience in tax compliance with U.S. operating partnerships
- Strong analytical, communication, time management and organizational skills
- Strong technical tax skills, including GAAP-to-tax adjustments for taxable income, partnership allocations, tax basis balance sheets, and fixed/intangible asset depreciation and amortization.
- Ability to read and understand audited financial statements and apply relevant operating agreement tax provisions.
- Ability to independently manage a tax compliance calendar and outside tax accounting firms
Desired/Preferred Qualifications:
- Minimum of three years of recent experience with a large public accounting firm strongly preferred
- Tax experience in the renewable energy, real estate or aircraft leasing industries
- Experience working with complex partnership structures and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to extract sections: About the role? The posting includes "Job Purpose" which could be "About the role". Could map to "About the role". Then "Responsibilities" (multiple bullet points). Then "Minimum Qualifications" and "Desired/Preferred Qualifications" and "Characteristics Necessary for Success" could be combined into "Requirements" or "Qualifications". The instruction says we can use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content. We have: - Job Purpose (description) -> could be About the role. - Responsibilities (list) - Minimum Qualifications (list) - Desired/Preferred Qualifications (list) - Characteristics Necessary for Success (list) - Compensation (Pay) -> salary range $144K - $175K - Benefits (list) - Possibly other sections like "About Longroad Energy" (company overview) maybe not needed as a heading; could be included in About the role? But we could include a short paragraph about company as part of About the role? The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include a paragraph about company description maybe under About the role? But the heading "About the role" is for role description, not company. However we could still include a paragraph about company under About the role? Might be odd. Better to have a section "About Longroad Energy"? Not in allowed headings list but we could still use
for any section heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive. Likely we should stick to those headings. So we can have About the role (includes job purpose and maybe company overview). Responsibilities. Requirements (maybe combine minimum qualifications, desired qualifications, characteristics). Benefits. Pay.
We must not create sections with filler. We have actual content for each.
We need to use - for any list of duties/requirements/benefits. So for Responsibilities, Minimum Qualifications, Desired/Preferred Qualifications, Characteristics Necessary for Success, Benefits we should use lists.
We need to preserve all substantive information; do not invent or summarize away detail. So we must include all bullet points exactly as given (maybe rephrase? but must preserve info). We'll copy them.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At the end there is EEO statement, diversity, values, etc. Those are boilerplate; we should remove them. Also "Learn more about our employee benefits." etc. Also "Learn more about our DEI commitment." etc. Also "Learn more about our SHINE values." Also the EEO statement. Also "Notice of AI Use in Job Application Review" maybe considered boilerplate? It's about hiring process; could be considered not substantive? Might be considered part of posting but maybe we should keep? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The AI notice is not exactly those but could be considered legal? It's about AI use in hiring; maybe it's legal boilerplate. Safer to remove it. Also "Salary Description $144k - $175k" is duplicate of Compensation; we already have compensation section; we can keep that info there and drop the duplicate line.
Also "Compensation" heading we will create.
Also "Benefits Of Working At Longroad Energy" we will create Benefits section.
We need to ensure we don't create Pay/Schedule/Benefits sections unless posting actually states them. We have Pay (salary range) and Benefits (list). No schedule info (onsite minimum three days per week) actually that is schedule info: "This position is based in our Boston office and is expected to work onsite a minimum of three days per week." That's schedule info. So we should include a Schedule section.
Thus sections: About the role, Responsibilities, Requirements (or Qualifications), Benefits, Pay, Schedule.
We need to decide what to put in Requirements. Could combine Minimum Qualifications, Desired/Preferred Qualifications, Characteristics Necessary for Success. Or we could have separate Qualifications and Skills sections. But instruction says prefer a few substantive sections over many thin ones. So combine into one Requirements section.
We must use
for each section heading.
Inside each section, we can have
for prose and
- for lists.
Let's extract content.
About the role: Should include job purpose and maybe company overview. The job purpose paragraph: "Reporting to the Senior Tax Manager, the Tax Manager will work with the existing tax team on tax forecasting and compliance matters related to Longroad Energy and its affiliates. Tax forecasting and compliance matters predominately include federal and state quarterly income tax projections and annual income tax filings for U.S. partnerships. The Tax Manager will oversee outside tax accounting firms engaged to prepare income tax returns and partnership capital account projections, ensuring information is provided accurately, deliverables are reviewed, and documentation is properly maintained. This includes managing the income tax compliance calendar to ensure all statutory and stakeholder deadlines are met. The role requires strong tax technical knowledge, sound judgment, and the ability to manage multiple deadlines and external relationships independently. This position operates in a collaborative, fast-paced environment and plays an important role in supporting the accuracy and timeliness of Longroad's tax compliance function. This position is based in our Boston office and is expected to work onsite a minimum of three days per week."
We could split schedule part out later. But we can keep schedule part in About the role or move to Schedule section. Since we have Schedule section, we should extract the schedule sentence: "This position is based in our Boston office and is expected to work onsite a minimum of three days per week." That's schedule. So About the role will exclude that sentence.
Thus About the role prose: everything except that sentence.
Let's copy the job purpose paragraph up to before the schedule sentence.
Original: "Reporting to the Senior Tax Manager, the Tax Manager will work with the existing tax team on tax forecasting and compliance matters related to Longroad Energy and its affiliates. Tax forecasting and compliance matters predominately include federal and state quarterly income tax projections and annual income tax filings for U.S. partnerships. The Tax Manager will oversee outside tax accounting firms engaged to prepare income tax returns and partnership capital account projections, ensuring information is provided accurately, deliverables are reviewed, and documentation is properly maintained. This includes managing the income tax compliance calendar to ensure all statutory and stakeholder deadlines are met. The role requires strong tax technical knowledge, sound judgment, and the ability to manage multiple deadlines and external relationships independently. This position operates in a collaborative, fast-paced environment and plays an important role in supporting the accuracy and timeliness of Longroad's tax compliance function."
That's the prose.
Now Responsibilities: list of bullet points under "Responsibilities" heading. There are subheadings: Tax Compliance & Forecasting, External Tax Advisor Oversight, Technical Tax & Cross-Functional Partnership, Process, Documentation & Continuous Improvement. Each has bullet points. We need to preserve all substantive information. We'll create a single
with all bullet points, maybe preserving subheadings? But we cannot add extra headings inside? We could keep subheadings as inside - ? But instruction says use
- for any list of duties/requirements/benefits. It doesn't forbid other markup inside. We could keep subheadings as part of the list item text. Simpler: just list each bullet point as
- . We'll need to extract each bullet.
Let's extract:
Under Tax Compliance & Forecasting:
- Manage assigned federal and state income tax compliance activities for Longroad Energy and its affiliates, with a primary focus on U.S. operating partnerships.
- Maintain the income tax compliance calendar and proactively manage statutory and stakeholder deadlines.
- Coordinate the preparation and timely filing of federal and state tax returns, estimates, and extensions.
- Support quarterly income tax forecasting and partnership capital account projections.
- Review tax calculations and deliverables for accuracy, completeness, and consistency with applicable requirements.
- Identify tax compliance issues or discrepancies and work with appropriate internal and external stakeholders to resolve them.
External Tax Advisor Oversight:
- Oversee outside tax accounting firms responsible for preparing U.S. federal and state income tax returns and quarterly partnership capital account projections.
- Coordinate and provide required financial information and supporting documentation, including trial balances and GAAP-to tax adjustment support.
- Review deliverables prepared by external tax advisors and provide appropriate feedback and follow-up.
- Manage external advisor timelines and deliverables to ensure compliance and stakeholder deadlines are met.
Technical Tax & Cross-Functional Partnership:
- Apply partnership tax concepts, including GAAP-to-tax adjustments, partnership allocations, tax basis balance sheets, and fixed and intangible asset depreciation and amortization.
- Review and interpret audited financial statements and applicable operating agreement tax provisions.
- Partner with Accounting, Finance, and other internal stakeholders to gather information, resolve tax-related questions, and support accurate tax reporting.
- Research and analyze tax matters within the scope of the role and escalate complex or material issues to Tax leadership as appropriate.
Process, Documentation & Continuous Improvement:
- Maintain complete and organized supporting documentation for tax filings, calculations, and other compliance activities.
- Assist in developing, maintaining, and improving tax department policies, procedures, controls, and documentation standards.
- Identify opportunities to improve the efficiency, accuracy, and consistency of tax compliance and reporting processes.
- Support other tax projects and initiatives as business needs evolve.
Now Requirements/Qualifications: combine Minimum Qualifications, Desired/Preferred Qualifications, Characteristics Necessary for Success.
Minimum Qualifications:
- Certified public accountant and/or Master’s degree in taxation
- Minimum of five years prior experience in tax compliance with U.S. operating partnerships
- Strong analytical, communication, time management and organizational skills
- Strong technical tax skills, including GAAP-to-tax adjustments for taxable income, partnership allocations, tax basis balance sheets, and fixed/intangible asset depreciation and amortization.
- Ability to read and understand audited financial statements and apply relevant operating agreement tax provisions.
- Ability to independently manage a tax compliance calendar and outside tax accounting firms
Desired/Preferred Qualifications:
- Minimum of three years of recent experience with a large public accounting firm strongly preferred
- Tax experience in the renewable energy, real estate or aircraft leasing industries
- Experience working with complex partnership structures and
- for any list of duties/requirements/benefits. So for Responsibilities, Minimum Qualifications, Desired/Preferred Qualifications, Characteristics Necessary for Success, Benefits we should use lists.
We need to preserve all substantive information; do not invent or summarize away detail. So we must include all bullet points exactly as given (maybe rephrase? but must preserve info). We'll copy them.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At the end there is EEO statement, diversity, values, etc. Those are boilerplate; we should remove them. Also "Learn more about our employee benefits." etc. Also "Learn more about our DEI commitment." etc. Also "Learn more about our SHINE values." Also the EEO statement. Also "Notice of AI Use in Job Application Review" maybe considered boilerplate? It's about hiring process; could be considered not substantive? Might be considered part of posting but maybe we should keep? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The AI notice is not exactly those but could be considered legal? It's about AI use in hiring; maybe it's legal boilerplate. Safer to remove it. Also "Salary Description $144k - $175k" is duplicate of Compensation; we already have compensation section; we can keep that info there and drop the duplicate line.
Also "Compensation" heading we will create.
Also "Benefits Of Working At Longroad Energy" we will create Benefits section.
We need to ensure we don't create Pay/Schedule/Benefits sections unless posting actually states them. We have Pay (salary range) and Benefits (list). No schedule info (onsite minimum three days per week) actually that is schedule info: "This position is based in our Boston office and is expected to work onsite a minimum of three days per week." That's schedule info. So we should include a Schedule section.
Thus sections: About the role, Responsibilities, Requirements (or Qualifications), Benefits, Pay, Schedule.
We need to decide what to put in Requirements. Could combine Minimum Qualifications, Desired/Preferred Qualifications, Characteristics Necessary for Success. Or we could have separate Qualifications and Skills sections. But instruction says prefer a few substantive sections over many thin ones. So combine into one Requirements section.
We must use
for each section heading. Inside each section, we can have
for prose and
- for lists.
Let's extract content.
About the role: Should include job purpose and maybe company overview. The job purpose paragraph: "Reporting to the Senior Tax Manager, the Tax Manager will work with the existing tax team on tax forecasting and compliance matters related to Longroad Energy and its affiliates. Tax forecasting and compliance matters predominately include federal and state quarterly income tax projections and annual income tax filings for U.S. partnerships. The Tax Manager will oversee outside tax accounting firms engaged to prepare income tax returns and partnership capital account projections, ensuring information is provided accurately, deliverables are reviewed, and documentation is properly maintained. This includes managing the income tax compliance calendar to ensure all statutory and stakeholder deadlines are met. The role requires strong tax technical knowledge, sound judgment, and the ability to manage multiple deadlines and external relationships independently. This position operates in a collaborative, fast-paced environment and plays an important role in supporting the accuracy and timeliness of Longroad's tax compliance function. This position is based in our Boston office and is expected to work onsite a minimum of three days per week."
We could split schedule part out later. But we can keep schedule part in About the role or move to Schedule section. Since we have Schedule section, we should extract the schedule sentence: "This position is based in our Boston office and is expected to work onsite a minimum of three days per week." That's schedule. So About the role will exclude that sentence.
Thus About the role prose: everything except that sentence.
Let's copy the job purpose paragraph up to before the schedule sentence.
Original: "Reporting to the Senior Tax Manager, the Tax Manager will work with the existing tax team on tax forecasting and compliance matters related to Longroad Energy and its affiliates. Tax forecasting and compliance matters predominately include federal and state quarterly income tax projections and annual income tax filings for U.S. partnerships. The Tax Manager will oversee outside tax accounting firms engaged to prepare income tax returns and partnership capital account projections, ensuring information is provided accurately, deliverables are reviewed, and documentation is properly maintained. This includes managing the income tax compliance calendar to ensure all statutory and stakeholder deadlines are met. The role requires strong tax technical knowledge, sound judgment, and the ability to manage multiple deadlines and external relationships independently. This position operates in a collaborative, fast-paced environment and plays an important role in supporting the accuracy and timeliness of Longroad's tax compliance function."
That's the prose.
Now Responsibilities: list of bullet points under "Responsibilities" heading. There are subheadings: Tax Compliance & Forecasting, External Tax Advisor Oversight, Technical Tax & Cross-Functional Partnership, Process, Documentation & Continuous Improvement. Each has bullet points. We need to preserve all substantive information. We'll create a single
- with all bullet points, maybe preserving subheadings? But we cannot add extra headings inside? We could keep subheadings as inside
- ? But instruction says use
- for any list of duties/requirements/benefits. It doesn't forbid other markup inside. We could keep subheadings as part of the list item text. Simpler: just list each bullet point as
- . We'll need to extract each bullet. Let's extract: Under Tax Compliance & Forecasting: - Manage assigned federal and state income tax compliance activities for Longroad Energy and its affiliates, with a primary focus on U.S. operating partnerships. - Maintain the income tax compliance calendar and proactively manage statutory and stakeholder deadlines. - Coordinate the preparation and timely filing of federal and state tax returns, estimates, and extensions. - Support quarterly income tax forecasting and partnership capital account projections. - Review tax calculations and deliverables for accuracy, completeness, and consistency with applicable requirements. - Identify tax compliance issues or discrepancies and work with appropriate internal and external stakeholders to resolve them. External Tax Advisor Oversight: - Oversee outside tax accounting firms responsible for preparing U.S. federal and state income tax returns and quarterly partnership capital account projections. - Coordinate and provide required financial information and supporting documentation, including trial balances and GAAP-to tax adjustment support. - Review deliverables prepared by external tax advisors and provide appropriate feedback and follow-up. - Manage external advisor timelines and deliverables to ensure compliance and stakeholder deadlines are met. Technical Tax & Cross-Functional Partnership: - Apply partnership tax concepts, including GAAP-to-tax adjustments, partnership allocations, tax basis balance sheets, and fixed and intangible asset depreciation and amortization. - Review and interpret audited financial statements and applicable operating agreement tax provisions. - Partner with Accounting, Finance, and other internal stakeholders to gather information, resolve tax-related questions, and support accurate tax reporting. - Research and analyze tax matters within the scope of the role and escalate complex or material issues to Tax leadership as appropriate. Process, Documentation & Continuous Improvement: - Maintain complete and organized supporting documentation for tax filings, calculations, and other compliance activities. - Assist in developing, maintaining, and improving tax department policies, procedures, controls, and documentation standards. - Identify opportunities to improve the efficiency, accuracy, and consistency of tax compliance and reporting processes. - Support other tax projects and initiatives as business needs evolve. Now Requirements/Qualifications: combine Minimum Qualifications, Desired/Preferred Qualifications, Characteristics Necessary for Success. Minimum Qualifications: - Certified public accountant and/or Master’s degree in taxation - Minimum of five years prior experience in tax compliance with U.S. operating partnerships - Strong analytical, communication, time management and organizational skills - Strong technical tax skills, including GAAP-to-tax adjustments for taxable income, partnership allocations, tax basis balance sheets, and fixed/intangible asset depreciation and amortization. - Ability to read and understand audited financial statements and apply relevant operating agreement tax provisions. - Ability to independently manage a tax compliance calendar and outside tax accounting firms Desired/Preferred Qualifications: - Minimum of three years of recent experience with a large public accounting firm strongly preferred - Tax experience in the renewable energy, real estate or aircraft leasing industries - Experience working with complex partnership structures and
- ? But instruction says use
- for lists.
Let's extract content.
About the role: Should include job purpose and maybe company overview. The job purpose paragraph: "Reporting to the Senior Tax Manager, the Tax Manager will work with the existing tax team on tax forecasting and compliance matters related to Longroad Energy and its affiliates. Tax forecasting and compliance matters predominately include federal and state quarterly income tax projections and annual income tax filings for U.S. partnerships. The Tax Manager will oversee outside tax accounting firms engaged to prepare income tax returns and partnership capital account projections, ensuring information is provided accurately, deliverables are reviewed, and documentation is properly maintained. This includes managing the income tax compliance calendar to ensure all statutory and stakeholder deadlines are met. The role requires strong tax technical knowledge, sound judgment, and the ability to manage multiple deadlines and external relationships independently. This position operates in a collaborative, fast-paced environment and plays an important role in supporting the accuracy and timeliness of Longroad's tax compliance function. This position is based in our Boston office and is expected to work onsite a minimum of three days per week."
We could split schedule part out later. But we can keep schedule part in About the role or move to Schedule section. Since we have Schedule section, we should extract the schedule sentence: "This position is based in our Boston office and is expected to work onsite a minimum of three days per week." That's schedule. So About the role will exclude that sentence.
Thus About the role prose: everything except that sentence.
Let's copy the job purpose paragraph up to before the schedule sentence.
Original: "Reporting to the Senior Tax Manager, the Tax Manager will work with the existing tax team on tax forecasting and compliance matters related to Longroad Energy and its affiliates. Tax forecasting and compliance matters predominately include federal and state quarterly income tax projections and annual income tax filings for U.S. partnerships. The Tax Manager will oversee outside tax accounting firms engaged to prepare income tax returns and partnership capital account projections, ensuring information is provided accurately, deliverables are reviewed, and documentation is properly maintained. This includes managing the income tax compliance calendar to ensure all statutory and stakeholder deadlines are met. The role requires strong tax technical knowledge, sound judgment, and the ability to manage multiple deadlines and external relationships independently. This position operates in a collaborative, fast-paced environment and plays an important role in supporting the accuracy and timeliness of Longroad's tax compliance function."
That's the prose.
Now Responsibilities: list of bullet points under "Responsibilities" heading. There are subheadings: Tax Compliance & Forecasting, External Tax Advisor Oversight, Technical Tax & Cross-Functional Partnership, Process, Documentation & Continuous Improvement. Each has bullet points. We need to preserve all substantive information. We'll create a single