Federal Tax-Senior Manager

What you’ll be doing...

Responsibilities:

• Lead the adoption of an in sourcing model for the Federal partnership income tax compliance function by finalizing any One Source (OIT) setup requirements, creating newly designed, entity‑specific work papers to support the Form 1065, and developing an instruction guide to train and develop other staff members.

• Work with internal teams to gather necessary data such as trial balances, audit adjustments, and Schedule M adjustments and ensure all items are properly loaded and presented on the returns.

• Review federal book‑to‑tax adjustments to ensure proper classification and presentation on the federal tax return.

• Assist with the preparation and review of the partnership returns (Form 1065) and all related schedules.

• Leverage One Source (OIT) skillset to assist with ongoing administrative functions and troubleshooting from both and 1120 and 1065 perspective.

• Compile taxable income information from both internal and external investments for inclusion in the consolidated 1120 and provide the related M3 support.

• Review federal tax calculations and adjustments (non‑fixed asset) across the entire income tax lifecycle, including forecasts, tax provision, tax return, return‑to‑provision reconciliation, cumulative deferred proof, and audit support.

• Review federal tax calculations and adjustments to determine their financial statement impact under ASC 740, including the deferred tax balance.

• Analyze, calculate, and support complex federal tax positions, including pension and benefits adjustments, Section 163(j), and CAMT for both quarterly and year‑end tax provision processes.

• Partner with our third‑party provider to drive the completion of the R&D Credit study by:

  • Increasing overall awareness and working with the business to gather surveys and contemporaneous documentation.

  • Scheduling and participating in meetings alongside our third‑party provider.

  • Using the resulting Qualified Research Expenses (QREs) to calculate the credit.

• Oversee the preparation of all internally‑prepared federal credits and ensure they are properly reflected in One Source (OIT).

• Review complex state partnership and corporate income tax returns and associated work papers.

• Research & Strategy

  • Research and analyze a wide range of federal tax positions and prepare memorandums to ensure proper documentation is maintained to substantiate tax positions upon audit.

  • Provide support and IDR responses for the Federal Audit team as needed.

  • Work with the tax planning team to identify and implement tax planning strategies to minimize cash taxes and the effective tax rate.

• Coordination & Process Management

  • Coordinate with other Senior Managers and Associate Directors as necessary to ensure the accuracy and efficiency of all federal tax processes.

  • Develop and maintain relationships with various internal teams, including Tax Policy, Treasury, and FP&A, to gain compliance, accounting, and reporting efficiencies.

  • Streamline and optimize tax processes through the use of various digital finance tools, including Alteryx, AI and other technologies.

You’ll need to have:

• Bachelor’s degree or four or more years of work experience.

• Six or more years of relevant work experience required, demonstrated through one or a combination of work and/or military experience, or specialized training.

• Bachelor’s degree in Accounting and 6 or more years of federal partnership income tax experience.

• Solid data management and automation skills required; experience with Alteryx, AI or other digital tools.

• Experience with Microsoft Office and Google Workspace.

• Significant experience with One Source Income Tax and/or One Source Tax Provision.

• Federal tax credit experience, primarily with the R&D Credit.

Even better if you have one or more of the following:

• A CPA, Masters of Tax or Masters of Accounting.

• Strong interpersonal and leadership skills with proven ability to work with individuals at all levels in a team environment.

• Ability to…