Job description
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.
- Manage partnership client needs with respect to tax services and federal and state tax compliance.
- Develop and sustain strong client relationships.
- Keep up to date on current tax practices and changes in tax law.
- Provide industry knowledge and expertise.
- Work in harmony with the U.S. team and continue to develop the teams both in US and USI
- Serve as a Career Advisor, mentor, or coach to one or more employees, which will include providing honest and constructive performance feedback
- 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.
- Advise clients on a full spectrum of tax services, including planning, research, compliance, and general mergers and acquisitions activities.
- Assist with new business development, extended service, and tax issue recognition for existing clients.
- Manage corporate client needs with respect to tax services and federal and state tax compliance.
Basic Qualifications:
- Bachelor's & Masters Degree in Commerce or Accounts (B-Com/BBA & M-Com/MBA)
- Enrolled Agent is mandatory
- Must have at least 7+ 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 5+ 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 Access preferred)
- Experience with partnership taxation
- Experience/familiarity with capital account analysis
- Experience/familiarity with 704 ©, 754 matters and M&A implications related to PPA
- International tax matters K-2/K-3 reporting
