Job Title: Tax Manager, Specialized Tax Services Partnerships
Job Responsibilities:
1. Tax Specialization:
- Develop an in-depth understanding of technical and practical issues regarding partnership taxation.
- Advise clients on tax implications of business objectives and partnership-specific items, including section 704(b) and taxable income allocations, capital account maintenance, liability analysis, section 734(b) and 743(b) adjustment calculations, and Tax Receivable Agreement (TRA) calculations.
- Participate in organizing and conducting external CPE training sessions in the area of specialization at least once per year.
- Train and mentor associates, senior associates, and managers.
2. Research:
- Identify when research is needed and frame issues clearly for analysis.
- Report analysis concisely and involve firm specialists as appropriate.
- Identify complex issues for research by the engagement team and provide research methodology for efficient research processes.
- Train associates and senior associates on research skills.
3. Tax Consulting:
- Develop, recommend, and implement methods to maximize client benefits, particularly by decreasing current and future taxes.
- Apply tax knowledge and business/industry knowledge to recommend solutions.
- Manage client expectations and implement applicable firm strategies.
4. Supervisory Responsibilities:
- Supervise associates and senior associates on all projects.
- Review work prepared by associates and senior associates and provide feedback.
- Train associates and senior associates on current software tools.
- Act as a career advisor and provide performance feedback.
- Schedule and manage the workload of associates and senior associates.
Education and Experience Information:
Education:
- Bachelor’s degree is required, with a major in Accounting, Finance, Economics, or Statistics preferred.
- Master’s in Accountancy or Taxation is preferred.
Experience:
- A minimum of five years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience is required.
- Specialized partnership experience is required.
- Prior supervisory experience is preferred.
- Private equity experience at both fund and portfolio company levels is preferred.
License/Certifications:
- CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (EA) is preferred.
- Possession of other professional degrees or certifications applicable to the role is preferred.
Software:
- Proficiency with the Microsoft Office Suite is preferred.
- Experience with tax research databases and tax compliance process software is preferred.
Other Knowledge, Skills & Abilities:
- Superior verbal and written communication skills.
- Ability to delegate work effectively and work well in a team environment.
- Strong analytical, research, critical thinking, and decision-making skills.
- Ability to develop and maintain client relationships and manage a team of tax professionals.
- Solid organizational skills with the ability to meet project deadlines and focus on details.
- Ability to multitask successfully 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 firm and client personnel.
- Ability to cultivate a positive team environment on engagements and contribute to team personnel development.
- Executive presence and ability to act as 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 focus 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. The 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, granting 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.
- The company Total Rewards that encompass so much more than traditional “benefits.”
Equal Opportunity Employer, including disability/vets.
