Tax Partner

Our client is a premier Accounting, Audit, Tax and consulting CPA firm. Our client is searching for a Tax Manager, Senior Tax Manager or Partner with Financial Services experience.

As part of the Financial Services team, the employee will be responsible for:

• Provide tax compliance, provision and advisory services to partnerships, corporations, and S-corporations for a variety of clients in the financial services industry
• Plan, budget and lead the overall execution of assigned client engagements
• Supervise and review the work of other tax staff on large and complex tax engagements, including the calculations of estimated payments, extensions, tax returns and provisions
• Keep firm leaders and client management informed on the progress of the engagement as well as any significant issues discovered that need resolution
• Research tax issues that may impact clients' federal, state, and local tax planning projects and business transactions, and provide appropriate solutions
• Advise clients on tax structuring affairs (both domestic and global) while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners
• Conduct online tax research using tools such CCH Intelliconnect and tax preparation using CCH Axcess and other applicable tax software programs
• Communicate on behalf of clients with the IRS and other state and local tax authorities, and represent clients at any potential tax audits
• Participate in client proposals and other new business development activities

Basic Qualifications

• 5+ years of relevant tax compliance and advisory experience from a CPA firm, a professional services firm or a tax consulting practice
• Experience in Financial Services including Hedge Funds, Funds of Funds, Broker-dealers, private equity
• CPA or JD required
• A Bachelor's degree in Accounting
• Intimate knowledge of the tax issues affecting either the domestic and/or international banking industries
• Intimate knowledge of public accounting practices, internal domestic banking tax departments or internal foreign banking departments
• Comprehensive technical skills in FAS 109, FIN 48, tax provision preparation audit and review, and corporate and partnership tax compliance
• Work experience with CCH Axcess tax software and other related tax technologies including RIA Checkpoint and BNA
• Excellent tax research skills
• Excellent interpersonal and communication skills (Oral and written)
• Proficiency with Microsoft Office 365 Suite tools (Word & Excel)
• Strong organizational and analytical skills

Job Type: Full-time

Pay: $150,000.00 - $300,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Tax experience: 5 years (Preferred)

License/Certification:

• CPA (Preferred)

Work Location: Remote