The Partnership Manager, Tax is responsible for providing tax and consulting services to Pass-Through clients. This role involves tax planning, preparation, client engagement, team management, and compliance with firm policies and IRS inquiries. It requires strong analytical, communication, and leadership skills to provide timely and accurate advice to clients.
Requirements
- Perform tax planning, preparation, and research for Pass-Through businesses
- Ensure client compliance with tax authority regulations and minimize tax burdens
- Communicate issues with client, Assurance, and internal managers and partners
- Supervise and train team members
- Manage client relationships and provide performance feedback
- Develop and maintain client relationships
- Experience with subchapter K of the Internal Revenue Code of 1986 is required
- Knowledge of 704(b) Capital & Tax Capital account maintenance is required
- Experience with Targeted Capital Account Agreements is required
Benefits
- ESOP
- Total Rewards Benefits