
Tax Expert for Alternative Investments and Private Equity
1 week ago
We are seeking a seasoned tax professional to join our team in the Alternative Investments and Private Equity Practice groups.
- This role involves preparing and performing technical reviews of partnership entities and related state filings, ensuring accuracy and compliance.
- The ideal candidate will have significant progress toward EA License or CPA certification, as well as experience working with partnership entities (Form 1065) and Subchapter K reporting matters.
Key Responsibilities:
- Review operating agreements, letters of intent, purchase agreements, and other legal documentation related to tax transactions.
- Continuously expand knowledge and application of Subchapter K, as well as overall professional development.
- Perform complete and efficient technical reviews of pass-through entity tax returns.
- Gather data from customers and/or third-party sources.
- Perform basic tax research to support tax return positions.
- Resolve open items/issues encountered on assigned engagements.
- Actively monitor engagement economics by managing budgets and seeking efficiencies.
- Direct and control concurrent assignments to successful completion.
- Develop and lead associates through engagements, delegate assignments and tasks when appropriate.
- Provide honest, objective, and constructive feedback to associates in a timely manner.
- Collaborate to identify and sell opportunities among existing customers.
- Serve as a mentor and role model through active participation in firm committees, departmental matters, and events.
- Active in recruitment of new and experienced associates.
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