Associate Tax Manager

Mahoney • St Paul, MN

2d • $84,000 - $105,000 • Hybrid

About The Position

As an Associate Manager, you will play a key role in leading and delivering high-quality tax engagements while serving as a trusted resource for clients and internal teams. You will review tax returns prepared for small business clients, including partnerships, S-Corporations, and sole proprietorships. This role will take on advanced partnership-specific work, including allocations, partner capital account maintenance rules, partner basis and related basis adjustment calculations. You will also work directly with investment tax credits, including Low-Income Housing Tax Credits (LIHTC) and Historic Tax Credits (HTC), and interpret partnership agreements to understand how profits and losses flow through these entities. As expertise grows, you will leverage your growing technical skills, including advanced Microsoft Excel capabilities (e.g. power queries, data modeling, advanced pivot tables, advanced formulas, dynamics arrays), to analyze financial data and prepare and review complex tax workpapers. You will assist in tax projections, estimated tax planning, transaction scenario analysis, and other tax consulting services for our clients. Leadership in this role is collaborative, and communication-driven. You will guide staff development through training, mentorship, and constructive feedback while serving as a technical lead who supports the team in multiple ways in producing high-quality work. Beyond being a strong leader and communicator, our Associate Tax Manager must build trust with clients by building rapport through engaged and thoughtful conversation, asking informed questions, and translating intricate tax concepts into clear and practical guidance. Consistently meeting deadlines is essential because timely delivery builds client confidence, supports engagement planning, and demonstrates reliability throughout the compliance cycle. Your ability to stay organized, responsive, and proactive will enhance the client experience and contribute to the team's overall success. Additional work hours are required from January through April 15th.

Requirements

• Proven ability to perform the core duties outlined above
• Bachelor's or Master's degree in Accounting, Finance, or related field
• Background in public accounting or a client-focused environment

Nice To Haves

• Active CPA license or working towards completion
• Experience with rental Real Estate partnerships
• Prior experience with Engagement Manager and CCH Axcess

Responsibilities

• Lead and deliver high-quality tax engagements
• Serve as a trusted resource for clients and internal teams
• Review tax returns prepared for small business clients, including partnerships, S-Corporations, and sole proprietorships
• Take on advanced partnership-specific work, including allocations, partner capital account maintenance rules, partner basis and related basis adjustment calculations
• Work directly with investment tax credits, including Low-Income Housing Tax Credits (LIHTC) and Historic Tax Credits (HTC)
• Interpret partnership agreements to understand how profits and losses flow through these entities
• Leverage growing technical skills, including advanced Microsoft Excel capabilities (e.g. power queries, data modeling, advanced pivot tables, advanced formulas, dynamics arrays), to analyze financial data and prepare and review complex tax workpapers
• Assist in tax projections, estimated tax planning, transaction scenario analysis, and other tax consulting services for our clients
• Guide staff development through training, mentorship, and constructive feedback
• Serve as a technical lead who supports the team in multiple ways in producing high-quality work
• Build trust with clients by building rapport through engaged and thoughtful conversation, asking informed questions, and translating intricate tax concepts into clear and practical guidance
• Consistently meet deadlines
• Stay organized, responsive, and proactive

Benefits

• firm contributions to Health Savings Accounts
• CPA reimbursement and bonus program
• annual in-house CPE training
• flexible and hybrid work arrangements
• fun firm/team events
• free onsite parking
• access to our in-house fitness center
• competitive base salary ranging from $84,000 to $105,000
• eligible for annual bonuses and profit-sharing with immediate vesting, based on individual performance and the firm's overall success

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level