Partnership Tax

Job Duties

A Tax Services Senior Associate/Assistant manager is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing, and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Manager will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of State and Local Tax Associates.

Qualifications, Knowledge, Skills and Abilities

Qualifications

• Bachelor's degree in accounting or other relevant field required
• Master's degree in accounting beneficial, master's degree in taxation preferred

Experience

• Three (3) to five (5) years of prior experience
• Preparation and detail review partnership state tax returns and work papers with attention to multistate tax issues such as apportionment, state modifications, nexus and flow-through taxation
• Researching state tax legislation and assisting with impact on compliance
• Assisting with engagement workflow management and supervising tax consultants and interns on assigned engagements.
• Assist the managers in identifying the resources and scheduling the compliance engagements. 
• Prior experience of preparing and reviewing estimated payment and extensions calculations and related filings.
• Assist the new hires and interns to be onboarded into the firm and help them get acclimated to the firm’s systems, tools and workpapers.
• Responsible to the managers in helping them develop training materials and identifying the areas of training needs.
• Be a role model for the junior team members and help them understand the nature of business.
• Prior basic supervisory experience preferred.
• Identify the open items and communicate with the seniors.

Software

• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
• Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoSystemRS, and OneSource Software, or comparable programs and standard tax workpapers

Other Knowledge, Skills & Abilities

• Strong 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
• Capacity to work well in a team environment