Job Title: Tax Senior, Specialized Tax Services Partnerships
Job Responsibilities:
1. Tax Specialization:
- Develop an in-depth understanding of technical and practical issues in partnership taxation.
- Participate in organizing and conducting external CPE training sessions at least once a year.
- Train and mentor interns and associates on technical skills and software tools.
2. Research:
- Identify when research is needed and collaborate with leadership to frame issues and report analyses.
- Identify complex issues for research and provide a methodology for efficient research processes.
- Train interns and associates on research skills and involve specialists as necessary.
3. Tax Consulting:
- Assist in developing, recommending, and implementing methods to maximize client benefits, especially by reducing taxes.
- Collaborate with leadership to recommend solutions by combining tax knowledge and business/industry knowledge.
- Assist with the implementation of company strategies and manage client expectations.
4. Supervisory Responsibilities:
- Participate in scheduling and managing interns' and associates' workload.
- Supervise the day-to-day workload of interns on various projects.
- Review work prepared by interns and associates and provide feedback.
Education and Experience Information:
- Education:
- Bachelor’s degree required; preferred majors include Accounting, Finance, Economics, or Statistics.
- Master’s in Accountancy or Taxation preferred.
- Experience:
- Two or more years of relevant tax experience and/or experience in public accounting, private industry accounting, or consulting/professional services required.
- Specialized partnership experience preferred.
- Private equity experience at 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.
- Other professional degrees or certifications applicable to the role preferred.
- Software:
- Proficient with the Microsoft Office Suite preferred.
- Experience with tax research databases and tax compliance process software preferred.
- Other Knowledge, Skills & Abilities:
- Excellent verbal and written communication skills.
- Strong analytical, research, critical thinking, and decision-making skills.
- Ability to work well in a team and independently.
- Solid organizational skills with attention to detail.
- Ability to handle multiple projects simultaneously in a deadline-driven environment.
- Ability to build and maintain strong relationships with company and client personnel.
- Professional presence and ability to act as the primary ,250
- Maryland Range: $73,500 - $131,250
- NYC/Long Island/Westchester Range: $73,500 - $131,250
- Washington DC Range: $73,500 - $131,250
About the Company:
The company's purpose is to help people thrive every day, focusing on delivering exceptional outcomes for people, clients, and communities. The company is proud to be an Employee Stock Ownership Plan (ESOP) company, sharing financially in growth with the . team. The ESOP offers a stake in the firm's success, enhancing financial well-being without employee contributions.
The company is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives. They empower team members to explore their potential and celebrate ingenuity and innovation to transform businesses. The focus on resilience and sustainability positively impacts people, clients, and communities. The company offers comprehensive compensation and Total Rewards benefits, including eligibility requirements.
The company is an Equal Opportunity Employer, including disability/vets.
