Attorney in San Antonio, TX

In-House

San Antonio, TX

Attorney in San Antonio, TX

Non-practicing Attorney

No

Job Title: Tax Senior, Specialized Tax Services Partnerships

Job Responsibilities:

As a Tax Senior in the Specialized Tax Services Partnerships department, the incumbent will be responsible for leveraging basic research skills and their educational background to provide advisory services to clients regarding the tax implications of business objectives. This includes handling 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. The role also involves understanding potential partnership taxation issues and assisting in the preparation of partnership-specific computations. The Tax Senior will engage in marketing and business development activities, process improvement, team-building initiatives, maintaining client relationships, and providing guidance to staff.

Key duties include:

- Developing an in-depth understanding of partnership taxation issues and opportunities.
- Participating in organizing and conducting external CPE training sessions in the area of specialization.
- Training and mentoring interns and associates, including on the use of software tools.
- Identifying when research is needed and working with leadership to frame issues for research.
- Providing research methodology for efficient research processes.
- Assisting in developing, recommending, and implementing methods to maximize client benefits, particularly in reducing current and future taxes.
- Collaborating with leadership to recommend solutions and manage client expectations.
- Participating in scheduling and managing the workload of interns and associates.
- Supervising the day-to-day workload of interns and reviewing work prepared by interns and associates.

Education and Experience Information:

Education:

- A Bachelor’s degree is required, with a preference for majors in Accounting, Finance, Economics, or Statistics.
- A Master’s degree in Accountancy or Taxation is preferred.

Experience:

- Two or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience is required.
- Specialized partnership 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:

- Excellent verbal and written communication skills.
- Capability to effectively delegate work.
- Strong analytical, basic research, critical thinking, and decision-making skills.
- Ability to work well in a team environment and develop and maintain client relationships.
- Solid organizational skills with a focus on meeting project deadlines and attention to detail.
- Ability to multi-task and work independently and within a group environment.
- Ability to manage relationships with firm and client personnel and interact with professionals at all levels.
- 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 Company:

Company is committed to helping people thrive every day, focusing on delivering exceptional and sustainable outcomes and value for people, clients, and communities. The company is proud to be an ESOP company, allowing employees to share financially in its growth in value. The ESOP is a compelling addition to the comprehensive compensation and Total Rewards benefits offerings, fully funded by the company, and grants employees the opportunity to grow their wealth over time as their shares vest and grow in value with the firm's success, without requiring employee contributions.

The company is dedicated to delivering exceptional experiences to middle-market leaders by providing insight-driven perspectives and helping companies take business as usual to better than usual. With industry knowledge, experience, a breadth and depth of resources, and a commitment to quality, the company prides itself on welcoming diverse perspectives, empowering team members, celebrating ingenuity and innovation, and focusing on resilience and sustainability. The company is an Equal Opportunity Employer, including disability/vets.