
Tax Expert Partnership Taxation
23 hours ago
Our team is seeking a seasoned tax professional with expertise in partnership taxation to join our Alternative Investments and Private Equity Practice groups. This role involves preparing and reviewing complex tax returns, researching tax matters, and supervising junior associates.
Key Responsibilities- Review and analyze operating agreements, letters of intent, and other legal documentation related to tax transactions
- Expand knowledge and application of Subchapter K principles, as well as overall professional development
- Perform thorough technical reviews of pass-through entity tax returns
- Gather data from customers and/or third-party sources
- Conduct basic tax research to support tax return positions
- Resolve open issues encountered on assigned engagements
- Monitor engagement economics by managing budgets and seeking efficiencies
- Direct and control concurrent assignments to successful completion
- Develop and lead associates through engagements, delegate tasks when appropriate
- Provide timely, objective feedback to associates
- Collaborate to identify and sell opportunities among existing customers
- Bachelor's or Master's degree in accounting or finance
- Significant progress toward EA License or CPA certification
- Minimum 3 years of recent public accounting firm experience
- Experience working with partnership entities (Form 1065) and dealing with Subchapter K reporting matters
- Strong oral and written communication skills
- Effective analytical and problem-solving ability
- Strong time and work management skills
- Leadership and project/team management skills
- Knowledge of CCH Axcess is required, CaseWare is preferred
While performing the duties of this Job, the employee is expected to work in our office. Flexibility is granted to employees to work remotely on an as-needed basis.
Position Type / Expected Billable Hours of WorkFull-time / 40 hours per week, with seasonal overtime as required. Busy Season / Extended hours required, will scale up not to exceed 65 -70 hours per week.
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