Partnership Manager, Tax

Job Description

The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass-Through clients.

Provide tax planning, preparation, and research for Pass-Through businesses, manage client engagements, supervise team staff, and maintain client satisfaction and compliance.

• Perform tax planning, preparation, and research for Pass-Through businesses; manage client engagements; supervise and review work of team staff; work closely with clients and internal managers and partners.
• Write books and records for the business; compose written tax advice or responses to IRS inquiries.
• Contribute to client satisfaction by providing timely services and work product.
• Demonstrate understanding of tax concepts and pursue increased tax knowledge.
• Tax Compliance
  • Ensure client compliance with authorities while minimizing burden, and ensure firm policies and standards are followed.
  • Conduct top-level review of tax returns, resolve issues with client, and involve specialists when appropriate.
  • Communicate identified issues in tax accrual reviews with client and Assurance.
  • Plan and review the tax process and procedures: budgeting and staffing, monitoring engagement process and time vs budget, timely billing and out-of-scope activity management, and timely collection of A/R.
  • Manage client relationships and expectations according to the project; provide timely advice to clients.
• Research
  • Identify when research is needed; frame issues clearly; report analysis; apply firm and professional standards; involve firm specialists when appropriate.
• Strategy Development
  • Introduce and develop new or improved ideas to enhance client position, firm, or personnel.
  • Review studies of tax implications and offer alternative courses of action.
  • Identify and leverage lessons learned to improve processes and methods.
• Other duties as required.

• Build and train a team of professionals to serve high net worth clients with timely responses.
• Supervise associates and senior associates on all projects.
• Review work prepared by associates and senior associates and provide review comments.
• Train associates and senior associates on current software tools.
• Act as a career advisor to associates and senior associates.
• Schedule and manage workload of associates and senior associates.
• Provide verbal and written performance feedback to associates and senior associates.

• Bachelor’s degree in Accounting or other relevant field, required.

• Master’s degree in Taxation, preferred.

• Five (5) plus years of public accounting experience in the private client area, including individual, estate, partnership, S‑corporation, trust, and private foundation tax/consulting clients, required.

• CPA certification, required.

• Proficient in Microsoft Office Suite.

• N/A.

• Detail oriented.
• Excellent written and verbal communication skills.
• Ability to work independently and in a team environment.
• Ability to effectively delegate work as needed.
• Strong analytical, research and critical thinking skills and decision-making skills.
• Capable of developing and managing a team of tax professionals.
• Capable of effectively developing and maintaining client relationships.
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.
• Advanced knowledge and experience with sub‑chapter K of the Internal Revenue Code of 1986 as amended.
• Working knowledge of and experience with Targeted Capital Account Agreements.
• 704(b) Capital & Tax Capital account maintenance.
• 704(c) allocations.
• Knowledge of optional basis adjustments under sections 734 & 743.
• Knowledge of section 752 liability allocations.

Individual salaries are determined after consideration of numerous factors including, but not limited to, the candidate’s qualifications, experience, skills, and geography.

• California: $110,000 – $150,000
• Colorado: $95,000 – $130,000
• Illinois: $105,000 – $130,000
• Maryland: $113,000 – $120,000
• Massachusetts: $120,000 – $130,000
• Minnesota: $90,000 – $120,000
• New Jers…