Tax Manager - Partnerships

Overview

This role supports tax compliance and tax consulting work for partnership clients, with responsibilities spanning complex return reviews, partnership agreement tax analysis, project leadership, and staff mentoring.

Responsibilities

• Facilitate primary reviews of complex tax returns and provide tax consulting services for partnership clients
• Evaluate the tax aspects of partnership agreements and manage the client’s Internal Revenue Code (IRC) 704b accounts
• Manage multiple client services teams on client engagements, including planning, execution, direction, and completion of tax projects across a variety of industries
• Provide innovative tax planning, consulting, and compliance expertise; market, sell, design, and implement tax-planning strategies for clients and manage to budget
• Manage, develop, train, and mentor staff on tax projects; assess performance for engagement and year-end performance reviews
• Research and consult on various tax matters, primarily in Sub-chapter K—Partnership taxation; use tax-related software to prepare and process returns and conduct research
• Respond to inquiries from the IRS and other tax authorities
• Maintain active client communication to manage expectations, ensure deadlines are met, and enhance client relationships

Requirements

• Bachelor’s degree in Accounting, or other related field
• CPA or licensed member of the Bar
• 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience
• Excellent analytical, technical, and tax accounting/technology skills, including partnership returns, joint venture and non-corporate entity tax returns, and understanding of Sub-chapter K partnership taxation
• Exceptional client service and communication skills, with a demonstrated ability to develop and maintain outstanding client relationships
• Strong leadership, recruiting, training, coaching, and mentoring skills, along with excellent written, interpersonal, and presentation skills
• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based environment
• Ability to travel up to 25%

Preferred Qualifications

• None stated.

Compensation & Benefits

• Estimated pay range: $107,000 to $144,000
• Compensation within the range is determined by factors including location, individual skills, experience, training, licensure and certifications, business needs, and applicable employment laws
• Potential for an annual discretionary bonus, subject to participation rules and based on factors including individual and Firm performance

Benefits highlights include:

• 8 health plan options (HMO & PPO), plus dental and vision coverage
• Opportunity to enroll in an HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 401(k) savings plan & profit share, including Firm matching contribution
• Well-being incentive, education & certification assistance, flexible time off
• Family care leave, parental leave, family formation benefits
• Cell phone reimbursement and travel rewards
• Voluntary benefits: critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D
• Benefit eligibility depends on annual hours expectation, position status/level, and location

Location

Remote with up to 25% travel.