Overview
This role involves managing complex state and local income and franchise tax issues for clients, with a focus on pass-through entities and merger and acquisition activities. The position requires research, collaboration with tax practice colleagues, and business development efforts within the state and local tax area.
Responsibilities
- Provide detailed advice on complex pass-through entity state income and franchise tax planning matters
- Focus on state income and franchise tax advisory, especially related to pass-through entities and M&A activities
- Deliver timely, high-quality client service that meets or exceeds expectations
- Perform or manage technical assignments including:
- Pass-through entity tax planning
- Merger and acquisition strategic planning
- Due diligence reviews
- State tax provision reviews
- State filing methodology reviews
- State modification research and guidance
- Apportionment reviews
- State income tax audits
- Nexus studies
- State tax planning
- Research and resolve complex state and local tax issues
- Prepare technical memoranda, matrices, and other client deliverables
- Draft internal and external state and local tax alerts
- Identify opportunities and market state and local tax services to clients and prospects
- Assist with new business development and extended service for existing clients
- Stay current on state tax practices and changes in tax law
- Perform other duties as assigned
Requirements
- CPA, JD, and/or LLM required
- Bachelor’s degree in accounting
- Minimum of 5 years of recent experience in public accounting or corporate tax department
- Significant experience with pass-through/flow-through entities
- Significant experience with merger and acquisition planning at the state income tax level
- Excellent communication and writing skills
- Strong tax research skills
- Strong project management skills
Compensation & Benefits
- Generous paid time off and firm holidays, including the week between Christmas and New Year’s
- Flexible work schedules
- Paid family leave benefits: 16 weeks maternity and adoption leave, 8 weeks parental leave, 4 weeks caregiver leave (eligibility applies)
- Comprehensive health and wellness benefits, including wellness coaching and mental health counseling
- One-on-one professional coaching
- Leadership and career development programs
Physical and Cognitive Requirements
- Regularly required to remain stationary, use hands repetitively to operate office equipment, and communicate verbally in person and by phone
- Vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
- Regularly required to use written and oral communication skills, read and interpret data and documents, observe and interpret situations
- Ability to work under deadlines with frequent interruptions
- Interaction with internal and external customers and others during work
Location
Multiple offices located in fast-growing U.S. cities (specific locations not provided)