Attorney in San Jose, CA

In-House

San Jose, CA

Attorney in San Jose, CA

Non-practicing Attorney

Min 5 yrs required

No

Job Title: Tax Manager, Specialized Tax Services Partnerships

Job Responsibilities:

As a Tax Manager in the Specialized Tax Services Partnerships, you will be responsible for advising clients on the tax implications of their business objectives, specifically focusing on partnership taxation. Your key responsibilities will include:

- Advising clients on various partnership-specific items such as section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations, and Tax Receivable Agreement (TRA) calculations.
- Applying your knowledge and experience to understand potential partnership taxation issues and assist in the preparation of partnership-specific computations.
- Actively participating in the leadership team of the STS Partnership Practice and contributing to the development of the group.
- Engaging in process improvement and team-building initiatives, maintaining client relationships, and acting as a source of guidance to other team members.

Tax Specialization:
- Maintaining and developing an in-depth understanding of technical and practical issues and opportunities regarding partnership taxation.
- Participating in organizing and conducting effective external Continuing Professional Education (CPE) training sessions in your area of specialization.
- Training and mentoring associates, senior associates, and managers.

Research:
- Identifying when research is needed, clearly framing issues to be researched, and reporting the analysis.
- Identifying complex issues to be researched by the engagement team and providing research methodology for an efficient research process.
- Training associates and senior associates on research skills and helping to appropriately frame tax issues for analysis.
- Involving company specialists, as appropriate.

Tax Consulting:
- Assisting with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
- Applying the combination of tax knowledge and knowledge of business/industry to recommend solutions.
- Maximizing client benefits while managing risk and implementing applicable company strategies.
- Managing client expectations.

Supervisory Responsibilities:
- Supervising associates and senior associates on all projects.
- Reviewing work prepared by associates and senior associates and providing review comments.
- Training associates and senior associates on how to use all current software tools.
- Acting as a career advisor to associates and senior associates.
- Scheduling and managing the workload of associates and senior associates.
- Providing verbal and written performance feedback to associates and senior associates.

Education and Experience Information:

Education:
- Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred.
- Master’s in Accountancy or Taxation preferred.

Experience:
- Five (5) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience required.
- Specialized partnership experience required.
- Prior supervisory experience preferred.
- Private equity experience, both fund and portfolio company levels, preferred.

License/Certifications:
- CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) preferred.
- Possession of other professional degrees or certifications applicable to the role preferred.

Software:
- Proficiency with the Microsoft Office Suite preferred.
- Experience with tax research databases and tax compliance process software preferred.

Other Knowledge, Skills & Abilities:
- Superior verbal and written communication skills.
- Ability to effectively delegate work as needed.
- Strong analytical, research, and critical thinking skills as well as decision-making skills.
- Ability to work well in a team environment.
- Ability to develop and manage a team of tax professionals.
- Ability to effectively develop and maintain client relationships.
- Solid organizational skills, especially the ability to meet project deadlines with a focus on details.
- Ability to successfully multitask while working independently and within a group environment.
- Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously.
- Ability to build and maintain strong relationships with company and client personnel and the ability to successfully interact with professionals at all levels.
- Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel.
- Executive presence and ability to act as the primary ,000
- Maryland Range: $79,800 - $168,000
- NYC/Long Island/Westchester Range: $79,800 - $168,000
- Washington DC Range: $79,800 - $168,000

About Us:

Join us at the company, where you will find more than a career; you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At the company, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. The company is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our . team. Company professionals provide assurance, tax, and advisory services for a diverse range of clients across the . and in over 160 countries through our global organization.

The company is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the company’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by the company through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the company’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

- Welcoming diverse perspectives and understanding the experience of our professionals and clients.
- Empowering team members to explore their full potential.
- Our talented team who brings varying skills, knowledge, and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities.
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs.
- Focus on resilience and sustainability to positively impact our people, clients, and communities.
- Company Total Rewards that encompass so much more than traditional “benefits.”

Equal Opportunity Employer, including disability/vets.