Senior Associate - National Tax Solutions

4-7 yrs required

Full-time

No

Senior Associate - National Tax Solutions at Pinion

Department: National Tax Research
Department: Consulting
Req ID: 2364

Overview:

Pinion, a Top 70 accounting and consulting firm, is seeking a Senior Associate to join our National Tax Solutions (NTS) team, based in our National Tax Office. We are looking for an aspiring leader with a strong tax and business foundation, who is ready to take on deeper technical areas of client service. Our values of collaboration, exploration, and initiative guide our team approach to serving clients, making Pinion a great place to grow and innovate.

Roles and Responsibilities:

- Serve as a tax-focused CPA or JD, bringing a creative and out-of-the-box approach to solving client problems
- Provide strategic guidance to clients from various industries, helping them grow their business through entity selection and reorganization, buying and selling businesses, and modeling transactions
- Assess, understand, and communicate risk effectively, challenging the status quo and making a real difference in client service
- Have expertise in federal income tax law and enjoy creative problem-solving
- Look beyond technical details to see the big picture and help others do the same
- Dive into root issues and turn them into opportunities for greater client service

Requirements:

- CPA or JD required
- 4-7 years of experience in tax research and consulting
- Experience with passthrough entities (Partnerships and S corporations)
- Experience with entity selection and reorganization, including choice of entity, restructuring, buying and selling of businesses
- Experience with transition planning for closely held businesses
- Ability to read and understand financial statements and tax returns
- Technical depth in at least one of the following areas, with interest in learning others:
- General to complex partnership issues
- General to complex S corporation issues
- Corporate reorganizations, mergers, and acquisitions
- Asset sales and transfers
- State and local income tax
- Executive compensation and benefits
- Methods of accounting
- Representing clients in tax controversy matters before the IRS and state taxing authorities
- Curiosity to go beyond the textbook, asking hard questions and using technical skills to provide solutions to client problems
- Excellent written and verbal communication skills, with the ability to articulate complex financial and tax information to colleagues, clients, and their advisors
- Willingness to stay updated on tax trends, IRS guidance, legislation, etc. and communicate updates to the firm
- Willingness to travel occasionally, up to 20% annually

Bonus Qualifications:

- Transaction modeling and cash flow planning experience
- Desire and ability to review and consult on legal documents for transactions
- LLM in Taxation

Benefits:

- People-centered culture, with fun included among our core firm values
- Robust training and development program to help you discover and use your distinct abilities to grow yourself and the firm
- More freedom to explore your areas of interest
- Fast track to leadership and influence for those who pursue it
- Competitive compensation and excellent benefits package, including health, dental, vision, life and disability insurance, 401k/profit-sharing, holidays, flexible work arrangements, and paid leave

Salary Information:

In some states and municipalities, Pinion is required by law to include a reasonable estimate for the range of compensation. When making compensation decisions, Pinion takes into account factors such as experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on individual circumstances. The current estimated range for this position is $65,000 - $95,000.

Application Deadline: 5/10/2024

in this tax research and consulting role, you’ll serve as a creative thinker who isn’t afraid to think outside the box, suggesting new solutions, turning a question into a project and asking “what if…?” you’ll help clients from a variety of industries strategically grow their business as you guide them through entity selection and reorganization, buying and selling businesses, and modeling transactions

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