Partnership Taxation Manager (Asset Management)

Fox Point Recruitment LLC; Irvine (CA); Hybride; USD 160 000 - 200 000; Plein temps

Avantages offerts par ce poste

Sponsorship Available

Résumé du poste

Fox Point Recruitment LLC is seeking a Partnership Taxation Manager (Asset Management) in Irvine, CA, offering hybrid work three days a week. You will review complex partnership tax returns and provide advisory services to clients in the asset management sector.

Responsibilities include leading engagements, mentoring staff, and developing tax-planning strategies while ensuring deadlines and budgets are met. CPA required with 6–10 years of experience in tax compliance or consulting.

Qualifications

• CPA required and extensive tax experience in partnerships.
• 6–10 years of progressive tax compliance or consulting.
• Experience with Sub-chapter K partnership taxation and GAAP knowledge.

Responsabilités

• Evaluate the tax aspects of partnership agreements and manage IRC 704b accounts.
• Lead multiple client service teams on engagements.
• Plan and execute tax projects across a variety of industries.
• Provide innovative tax planning, consulting, and compliance services to clients.
• Market, design, and implement tax-planning strategies within budget.
• Mentor staff and assess performance for engagements and year-end reviews.
• Research and consult on tax matters, primarily Sub-chapter K partnership taxation.
• Utilize tax software to prepare returns and research tax issues.
• Communicate with IRS and other tax authorities.

Connaissances

Analytical skills

Communication

Leadership

Business development

Mentoring/training

Formation

CPA certification

Description du poste

About the job Partnership Taxation Manager (Asset Management)

Job Summary

We are seeking a Partnership Tax Manager (Asset Management for our client in the finance industry.As the Partnership Tax Manager (Asset Management), you will conduct primary and secondary reviews of complex tax returns and provide tax consulting services for your partnership clients – all with the resources, environment, and support to help you excel. You will collaborate with the Partnership Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. You will be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently.

Sponsorship Available

Location:Hybrid 3 times a week in either of these locations.

• Irvine, CA, US

Main Responsibilities

• Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts
• Manage multiple client services teams on client engagements
• Plan, execute, direct, and complete tax projects in 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 to budget
• Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews
• Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation
• Utilize 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, ensure deadlines are met, and enhance client relationships
• Support business development activities, such as identification, proposal development and other pursuit activities at clients
• Other duties as assigned

Technical Skills and Qualifications

• CPA required
• Minimum six to ten years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience
• Experience with partnership structuring, entity formation and mergers & acquisitions is preferred
• Excellent analytical, technical, and tax accounting/technology skills
• Proficiency in US GAAP, partnership returns, joint venture and non-corporate entity tax returns Understanding of Sub-chapter K partnership taxation, is required
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled 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