As a Partnership Tax Senior Associate, you’ll perform compliance for complex tax returns and provide tax consulting services for your individual, trust, partnership, and S corporation clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Partnership Business team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed.  

From day one, you’ll 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. 

Your day-to-day may include: 

Support multiple client service 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; actively assist in proposal activities and manage to budget  Supervise, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews  Research and consult on various tax matters; 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  Other duties as assigned 

You have the following technical skills and qualifications: 

Bachelor's degree in Accounting CPA preferred  Minimum two to six years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience  Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, partnership, S corporation, individual and trust returns; proven ability to identify issues and work with specialists in other tax technical areas to resolve issues  Experience in working with high-net-worth individuals, owners of closely held businesses, private companies and family offices and a proven track record of implementation of tax strategies  Experience working in the Financial Services Industry with exposure to Asset Management, Fund to Fund, Hedge Funds etc. 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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