Overview
The organization is seeking a highly motivated Tax Manager to join its Partnership Tax & Modeling practice. This role serves as a key advisor on complex partnership tax matters and works closely with clients, partners, and engagement teams to develop tax-efficient structures, evaluate transactional opportunities, and analyze the tax implications of partnership activities.
Responsibilities
- Advise clients on complex partnership tax matters, including entity structuring, ownership changes, mergers and acquisitions, recapitalizations, joint ventures, and other strategic transactions.
- Develop, maintain, and review partnership tax models used to evaluate transaction structures, partner economics, allocations, basis adjustments, and tax consequences.
- Lead complex tax modeling and computation projects related to partnership transactions, restructuring initiatives, and strategic tax planning engagements.
- Analyze partnership agreements, operating agreements, and transaction documents to identify tax implications, planning opportunities, and potential risks.
- Research complex partnership tax issues and prepare technical analyses, memoranda, and recommendations for clients and engagement teams.
- Collaborate with clients, attorneys, valuation professionals, and other advisors throughout the transaction lifecycle.
- Identify and communicate tax planning opportunities and practical solutions to address complex client business objectives.
- Mentor, coach, and develop tax professionals through technical guidance, performance feedback, and training opportunities.
- Stay current on emerging partnership tax legislation, regulations, and industry developments.
Preferred Qualifications
- Master’s degree in Taxation, JD, or LLM in Taxation.
- Experience advising clients on partnership taxation, pass-through entities, and complex transaction structures.
- Experience developing and reviewing partnership tax models, allocation analyses, and transaction computations.
- Strong technical knowledge of Subchapter K, including Sections 704(b), 704(c), 751, and 752.
- Experience supporting mergers and acquisitions, restructurings, recapitalizations, joint ventures, and other strategic transactions.
- Experience serving private equity fund portfolio companies, operating partnerships, and closely held businesses.
- Demonstrated ability to manage multiple engagements and competing priorities in a fast-paced environment.
- Experience preparing tax basis balance sheets, technical memoranda, and communicating complex tax concepts to clients and internal stakeholders.
- Ability to think critically with strong analytical, quantitative, project management, and client service skills.
Minimum Qualifications
- Bachelor’s degree.
- 5 years of experience in public accounting or related field.
- 3 years supervisory experience.
- Must have active CPA or equivalent certification.
- Ability to manage all aspects of client engagements.
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
- Must be able to travel based on client and business needs.
- Proficient use of applicable technology.
Compensation & Benefits
- Compensation and benefits details are not provided in the job description.
Location
- Location is not specified in the job description.