Partnership Taxation Manager (Asset Management)
Fox Point Recruitment LLC, Irvine, California, United States, 92713
Job Summary
We are seeking a Partnership Tax Manager (Asset Management) for our client in the finance industry. As the Partnership Tax Manager (Asset Management), you will conduct primary and secondary reviews of complex tax returns and provide tax consulting services for your partnership clients — all with the resources, environment, and support to help you excel. You will collaborate with the Partnership Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. You will be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently.
Sponsorship Available
Location:
Hybrid 3 times a week in either of these locations.
Irvine, CA, US
Los Angeles, CA 90071, US
San Francisco, CA, US
Salary: 145000 – 162,000 USD/YR
Main Responsibilities
Evaluate the tax aspects of partnership agreements and manage the client’s Internal Revenue Code (IRC) 704b accounts
Manage multiple client services teams on client engagements
Plan, execute, direct, and complete tax projects in a wide variety of industries
Provide innovative tax planning, consulting, and compliance expertise to clients
Market, sell, design, and implement tax-planning strategies for clients and manage to budget
Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews
Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation
Utilize tax-related software to prepare and process returns and research tax matters
Respond to inquiries from the IRS and other tax authorities
Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
Support business development activities, such as identification, proposal development and other pursuit activities at clients
Other duties as assigned
Technical Skills and Qualifications
Bachelors degree in accounting
CPA required
Minimum six to ten years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience
Experience with partnership structuring, entity formation and mergers & acquisitions is preferred
Excellent analytical, technical, and tax accounting/technology skills
Proficiency in US GAAP, partnership returns, joint venture and non-corporate entity tax returns Understanding of Sub-chapter K partnership taxation, is required
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
Can travel as needed
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Sponsorship Available
Location:
Hybrid 3 times a week in either of these locations.
Irvine, CA, US
Los Angeles, CA 90071, US
San Francisco, CA, US
Salary: 145000 – 162,000 USD/YR
Main Responsibilities
Evaluate the tax aspects of partnership agreements and manage the client’s Internal Revenue Code (IRC) 704b accounts
Manage multiple client services teams on client engagements
Plan, execute, direct, and complete tax projects in a wide variety of industries
Provide innovative tax planning, consulting, and compliance expertise to clients
Market, sell, design, and implement tax-planning strategies for clients and manage to budget
Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews
Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation
Utilize tax-related software to prepare and process returns and research tax matters
Respond to inquiries from the IRS and other tax authorities
Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
Support business development activities, such as identification, proposal development and other pursuit activities at clients
Other duties as assigned
Technical Skills and Qualifications
Bachelors degree in accounting
CPA required
Minimum six to ten years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience
Experience with partnership structuring, entity formation and mergers & acquisitions is preferred
Excellent analytical, technical, and tax accounting/technology skills
Proficiency in US GAAP, partnership returns, joint venture and non-corporate entity tax returns Understanding of Sub-chapter K partnership taxation, is required
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
Can travel as needed
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