Associate Tax Manager

Mahoney | CPAs and Advisors•Saint Paul, MN

82d•Hybrid

About The Position

At Mahoney, we have a passion for precision by going beyond completing necessary tasks to deliver financial peace of mind. Our Tax Solutions Tam helps clients feel confident and secure through a comprehensive range of services, including estate and trust, business, individual, and state and local tax planning. From succession planning and exit strategies to navigating ever-changing tax laws, our team is committed to helping you maximize financial opportunities. Located just outside downtown St. Paul along the Mississippi River, Mahoney has been recognized multiple times by Accounting Today, the Star Tribune, and the Twin Cities Business Magazine as a top workplace. Since 1989, we have provided comprehensive audit, tax, and consulting services for individuals, businesses, real estate developers, and nonprofit organizations.

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 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 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 to enhance the client experience and contribute to the team's overall success.