Pursue Your Passion with Purpose

Partnership Tax Senior Associate

As a Partnership Tax Senior Associate, you will lead compliance for complex tax returns and provide high-level consulting for a diverse portfolio of individual, trust, partnership, and S-corp clients. You will be empowered with top-tier tools and a collaborative environment to deliver high-value solutions and grow your career confidently.

Your Impact:

• Engagement Leadership:
  Plan, execute, and complete tax projects across various industries while managing budgets and supporting proposal activities.
• Strategic Consulting:
  Provide innovative tax planning and technical expertise to help clients navigate complex financial landscapes.
• Team Development:
  Supervise, train, and mentor staff, providing performance feedback for engagement and year-end reviews.
• Client Advocacy:
  Maintain active communication with clients to manage expectations, meet deadlines, and respond to inquiries from the IRS and other tax authorities.
• Technical Excellence:
  Research complex tax matters and utilize advanced software to process high-quality returns.

The Must-Haves:

• Education:
  
  Bachelor's degree in Accounting.
• CPA Readiness:
  Must meet the 150-hour requirement to sit for the CPA exam.
• Experience:
  
  At least 2 years of progressive tax compliance or consulting experience in public accounting (or a public/industry mix).
• Technical Proficiency:
  Strong skills in US GAAP, partnership, S-corp, individual, and trust returns.

The Nice-to-Haves:

• Certification: CPA license is preferred.
• Niche Expertise:
  Experience working with high-net-worth individuals (HNWI), owners of closely held businesses, private companies, and family offices.
• Strategy: A proven track record of implementing successful tax strategies.

Professional Skills

• Analytical Mindset:
  Ability to identify complex issues and collaborate with specialists to find solutions.
• Communication:
  Exceptional interpersonal and presentation skills to build lasting client relationships.
• Leadership:
  Strong coaching, recruiting, and business development skills.
• Adaptability:
  Proven ability to manage multiple competing priorities in a fast-paced, results-oriented team.
• Mobility:
  Ability to travel as needed to meet client and project requirements.