Experienced Tax Staff

Lindquist, von Husen & Joyce LLP•San Francisco, CA

4d•$95,000 - $120,000•Remote

About The Position

We are looking for a highly motivated tax professional with a focus on affordable housing, Sec. 42 / Low-Income Housing Tax Credit compliance, to join our team as either a Senior Tax Associate or Tax Supervisor. Placement will be determined based on the depth and breadth of the candidate’s experience, qualifications, and leadership capabilities. Both positions are responsible for delivering high-quality tax services; however, the Tax Supervisor role involves additional responsibilities related to engagement oversight, technical review, staff development, and team leadership. The Senior Tax Associate role will ideally spend 70%-80% of their time working on Sec. 42 Low Income Housing Tax Credit (LIHTC) compliance projects, with the remaining time working on traditional work. The candidate may be asked to help prepare traditional tax returns during peak tax season, as necessary. Responsibilities include preparing federal, state, and local tax documents, having a solid understanding of partnership taxation, conducting research on new or complex tax issues, and preparing corresponding memorandums to support conclusions. The role also involves communicating with client personnel regarding deadlines, status of engagement completion and requests for information, and guiding and training junior staff and offshore preparers. The Tax Supervisor role will ideally spend 70%-80% of their time working on Sec. 42 Low Income Housing Tax Credit (LIHTC) compliance projects, with the remaining time working on traditional work. The candidate may be asked to assist with preparing and reviewing traditional tax returns during peak tax season, as necessary. Responsibilities include preparing and reviewing federal, state, and local tax documents prepared by staff and offshore preparers, with a solid understanding of partnership taxation and LIHTC. The role involves conducting research on new or complex tax issues involving affordable housing, partnership taxation, real estate, nonprofit organizations, and preparing corresponding memorandums to support conclusions. The Tax Supervisor will have a lead role in communicating and working directly with client personnel on various matters, including status of engagements, requests for information needed to complete engagements, and other tax compliance matters. This role also involves guiding, training, and developing staff and offshore preparers, and assisting with annual tax training. Both roles require updating job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.

Requirements

At least three (3) years of tax experience in public accounting
Familiarity with the intricacies of IRC Sec. 42 LIHTC projects, e.g., credit calculations, first year credit projects, able to review LIHTC projects, comfortable in communicating with LP investors and the GPs
Solid experience working with large nonprofit developer returns (Form 990)
A Bachelor’s Degree in Accounting or related
Self-starter and successful in a fully remote setting
Solid understanding of basic accounting and tax practices
Highly motivated, exceptional organizational skills and excellent attention to detail
Proficient in Microsoft Office programs, especially Excel
Excellent written and verbal communication and interpersonal skills
Ability to successfully manage multiple engagements and time constraints

Nice To Haves

Solid LIHTC and traditional tax experience
Prior experience in traditional tax work, including high net worth individuals, trusts, corporations, etc.
A current CPA license is preferred but not required
Master’s Degree in Taxation a BIG PLUS

Responsibilities

Prepare federal, state, and local tax documents
Conduct research on new or complex tax issues, and prepare corresponding memorandums to support conclusions
Communicate with client personnel regarding deadlines, status of engagement completion and requests for information needed to complete engagements
Guide and train junior staff and offshore preparers
Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
Prepare and review federal, state, and local tax documents prepared by staff and our offshore preparers
Have a lead role in communicating and working directly with client personnel on various matters, including status of engagements, requests for information needed to complete engagements, and other tax compliance matters
Guide, train, and develop staff and offshore preparers
Assist with annual tax training