Director, Federal Tax (Partnerships)

Alvarez & Marsal; Washington (District of Columbia); On-site; USD 130,000 - 175,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Discretionary bonus program

Paid time off

Job summary

Alvarez & Marsal is seeking a Director to join our Federal Tax team, focusing on pass-through entity compliance and tax planning. You will lead multiple engagements, supervise Associates and Managers, and guide sophisticated tax strategies for partners and their businesses.

You will manage risk, deadlines, and client relationships while collaborating with a multidisciplinary team to deliver timely, accurate work products. A CPA and leadership experience are required.

Qualifications

• Bachelor's degree in Accounting.
• 5+ years’ experience in partnerships with demonstrated ability to resolve all common and many complex technical issues.
• Licensed CPA.
• Prior proven experience leading others while managing multiple work streams.
• Proven trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables.
• Passion for training and mentoring staff.
• Excellent verbal and written skills, with the ability to establish credibility and influence clients.
• Excellent research, writing, and analytical skills.
• Experience with Microsoft Office products (Excel emphasized).
• Experience with GoSystems, OneSource, and research software preferred.
• Ability to simultaneously work on several projects and effectively manage deadlines.
• High motivation to learn and grow and actively identifies trends and new ideas.
• Detail-oriented and possess strong organizational skills.

Responsibilities

• Manage tax compliance process for partners estimates, extensions and annual compliance filings for pass through entities.
• Participate in tax-planning for pass through clients and advise clients on tax implications of their business objectives.
• Assist with tax compliance and tax-planning for selected partners’ individual taxes.
• Lead special projects in tax areas such as tax basis balance sheets, capital accounts setup/maintenance, tax distribution calculations, and tax structuring opportunities.
• Manage risk, resources, staffing and financial performance for multiple engagements including billing and budgets.
• Lead client calls to understand critical areas and apply tax knowledge to client situations.
• Communicate work plan, objectives, and timelines within a multidisciplinary team.
• Build client relationships and demonstrate working knowledge of client businesses.
• Supervise, mentor, and develop Associates/Managers through on‑the‑job training and feedback.
• Manage workload and deadlines for team members with focus on quality and efficiency.
• Support business development and identify add-on work and pitches.

Skills

5+ years’ experience

Licensed CPA

Leading others

Client advisory

Communication skills

Research and analytical

Excel proficiency

Microsoft Office

Education

Bachelor's degree in Accounting

Tools

GoSystems

OneSource

Research software

Job description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results‑oriented professionals. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

Description

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results‑oriented professionals. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

The Team

One of the largest pillars in our Tax practice is our Federal Tax team whom have a deep specialization in tax consulting and compliance services for pass through entities (partnerships, S corps). In many cases, our Tax professionals manage day‑to‑day client service relationships, and as such, serve as the gateway to a variety of specialized tax services that help to improve compliance with taxing entities, while maintaining each client's overall tax risk profile. Due to our tremendous growth we're seeking a Director to join our team.

How You Will Contribute

• Manage tax compliance process for partners estimates, extensions and annual compliance filings for pass through entities
• Participate in tax-planning for pass through clients and advise clients on tax implications of their business objectives
• Assist with tax compliance and tax-planning for selected partners’ individual taxes
• Lead special projects in specific technical areas such as tax basis balance sheets, initial capital account set‑up, capital account maintenance, tax distribution calculations, taxable gain calculation and tax structuring opportunities
• Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
• Lead client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
• Work as part of a multidisciplinary team and clearly communicate work plan, project objectives, and timelines
• Build client relationships and demonstrate a working knowledge of client businesses
• Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on‑the‑job training, providing performance feedback, counseling, and fostering our team-based atmosphere
• Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project team
• Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
• Conduct day‑to‑day management of accounts to ensure delivery of timely and accurate work product
• Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process

Qualifications

• Bachelors degree in Accounting
• 5 + years’ experience in with partnerships with demonstrated ability to resolve all common and many complex technical issues
• Licensed CPA
• Prior proven experience leading others while managing multiple work streams
• Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
• Passion for training and mentoring staff
• Excellent verbal and written skills, with the ability to establish credibility and influence clients
• Excellent research, writing, and analytical skills
• Experience with all Microsoft Office products (with an emphasis on Excel)
• Experience with GoSystems, OneSource, and research software preferred
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow and actively identifies trends and new ideas for enhancing solutions and approaches
• Detail-oriented and possess strong organizational skills

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well‑being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high‑performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy‑two (72) hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.

The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.