Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters
Respond to inquiries from the IRS and other tax authorities
Manage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget
Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients
Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews
Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts
Requirements
accounting degree
tax experience
cpa
tax accounting
leadership
client service
Bachelor's degree in Accounting, or other related field
5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
CPA or licensed member of the Bar
Ability to travel up to 25%
Strong leadership, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment