Tax Senior Manager - Partnerships

About the role

This role offers the opportunity to join the Partnership Tax team, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help guide their clients through M&A transactions and capital account analysis, all while delivering digitally enabled services in conjunction with our world-class tax technology offerings.

Responsibilities

• Advise clients on a full range of partnership tax services, including planning, research, compliance, allocations, and general transactional activities
• Assist with new business development, extended service, and tax issue recognition for existing clients
• Develop, motivate, and train staff level team members
• Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to clients and develop and sustain strong client relationships
• Keep up to date on current tax practices and changes in tax law
• Review research findings and ensure conclusions are consistent with firm policies and professional standards
• Build relationships across lines of business to ensure excellent client service through an integrated service approach
• May have people leadership responsibilities
• Provide detailed review and analysis of complex tax returns
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm
• Serve as the Tax client service coordinator for appropriate clients
• Manage corporate client needs with respect to tax services and federal and state tax compliance

Basic Qualifications

• Bachelor's Degree in accounting or business-related field
• One of the following is required: active CPA license in the state of residence or primary office; active Enrolled Agent (EA) license; or active Attorney license
• Must have at least 8 years of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities
• Experience in public accounting with at least 8 of those years focusing on partnership taxation
• Experience with one or more of the following: S-Corps or Partnerships/LLCs
• Effective verbal and written communication skills
• Strong Microsoft Excel and Word skills required

Preferred Qualifications

• A proven record of building profitable, sustainable client relationships, simultaneously managing multiple projects and engagement teams for various clients
• Project management and critical thinking skills
• Outstanding organizational and time management skills; ability to prioritize multiple assignments
• Working knowledge of tax code and technical aspects of tax preparation and compliance
• Strong technical skills in accounting and tax preparation and industry specialization
• Ability to handle multiple tasks simultaneously
• Experience in dealing with international tax matters would be a plus
• Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) and tax preparation technology (CCH Axcess preferred)
• Experience with partnership taxation
• Experience/familiarity with capital account analysis
• Experience/familiarity with 704(c), 754 matters and M&A implications related to PPA
• International tax matters
• K-2/K-3 reporting

Benefits

We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.

Pay

Compensation Range: $126,100 - $253,000. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.