Partnership Taxation Director
About The Position
The Partnership Taxation Director leads the production and review of complex partnership tax returns and provides tax consulting services to partnership clients. The role focuses on accuracy, quality, client service, tax planning, and delivering high-value solutions. The Director collaborates with the Partnership Tax team, provides recommendations on return preparation and tax savings opportunities, and leads client engagements across a wide variety of industries. Responsibilities include evaluating partnership agreements and managing clients’ IRC Section 704(b) accounts; overseeing client service teams and tax projects; providing tax planning, consulting, and compliance expertise; developing client relationships and business; and managing, training, and mentoring staff. The role also involves researching tax matters, responding to tax authorities, maintaining client communication, and supporting business development. Travel may be required as needed.
Requirements
- Bachelor’s degree in Accounting.
- CPA required.
- Minimum ten 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.
- Proficiency in US GAAP and partnership, joint venture, and non-corporate entity tax returns; understanding of Subchapter K partnership taxation.
- Exceptional client service and communication skills, with demonstrated ability to develop and maintain outstanding client relationships.
- Strong leadership, business development, recruiting, training, coaching, and mentoring skills, along 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.
- Ability to travel as needed.
Nice To Haves
- Experience with partnership structuring, entity formation, and mergers and acquisitions is preferred.
Responsibilities
- Evaluate the tax aspects of partnership agreements and manage clients’ Internal Revenue Code Section 704(b) accounts.
- Attract and mentor talented professionals.
- Oversee multiple client service teams on engagements; plan, execute, direct, and complete tax projects across 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 engagements to budget.
- Develop and maintain new business and client relationships, including with existing firm clients and new clients.
- Manage, develop, train, and mentor staff on tax projects and assess their performance for engagement and year-end reviews.
- Research and consult on tax matters, primarily Subchapter K partnership taxation; use 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, meet deadlines, and enhance client relationships.
- Lead and support business development activities, including identification, proposal development, and other pursuit activities.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Director
