Position Overview

• As part of our National Finance team, the Partnership Tax Accountant is responsible for assisting with the preparation of the partnership’s federal and various state partnership returns, including non-resident composite income tax returns.
• In addition, the role will assist in providing research on various compliance requirements and response to notices and audits from tax authorities. 

Desired Candidate Qualifications

• Bachelor’s degree in Accounting, Taxation or another related field required
• Minimum four years of experience in tax preparation is required
• Experience preparing partnership and other pass-through entity tax experience preferred
• Knowledge of federal and state compliance requirements for pass-through entities
• Exposure to multi-state and/or international tax preparation preferred
• Proficient in the use of Microsoft Office Suite, specifically, Excel and Word required
• Advanced Microsoft Access skills preferred
• Prior experience utilizing GoSystem RS or other tax preparation software preferred
• Strong verbal and written communication skills
• Excellent organizational and time management skills
• Ability to maintain the highly confidential nature of information
• Demonstrates a strong understanding of the accounting processes
• Capable of working and communicating effectively with professionals at all levels
• Ability to work in a deadline-driven environment, and handle multiple projects/tasks with an attention to detail
• Ability to successfully multi-task while working independently or within a group environment
• Superior customer service skills

Position Overview

• As part of our National Finance team, the Partnership Tax Director is responsible for compliance with all tax filings, processes for ensuring the accuracy of tax data and efficiency in accumulating the tax information, and tax strategies for the Firm and its subsidiaries.
• In addition, the role will be responsible for ensuring that inquiries and notices from tax authorities are promptly and completely addressed.

Desired Candidate Qualifications

• Bachelor’s degree in Accounting, Taxation or other related field required
• Minimum fifteen (15) years of experience in tax preparation is required
• Minimum eight (8) or more years of experienced preparing partnership and other pass-through entity tax experience preferred
• Knowledge of federal and state compliance requirements for pass-through entities
• Exposure to multi-state and/or international tax preparation preferred
• CPA or Enrolled Agent (EA) preferred
• Proficient in the use of Microsoft Office Suite, specifically, Excel and Word required
• Advanced Microsoft Access skills preferred
• Prior experience utilizing GoSystem RS or other tax preparation software preferred
• Strong verbal and written communication skills
• Excellent organizational and time management skills
• Ability to maintain the highly confidential nature of information
• Demonstrates a strong understanding of the accounting processes
• Capable of working and communicating effectively with professionals at all levels
• Ability to work in a deadline-driven environment, and handle multiple projects/tasks with an attention to detail
• Ability to successfully multi-task while working independently or within a group environment
• Superior customer service skills

Responsibilities:

Tax planning, tax preparation, audits, reviews, small business accounting, business planning and management.

Bachelor's Degree in Accounting with CPA and 2 years audit experience in a small to medium size company. Manufacturing and not for profit client experience is ideal

Duties and Responsibilities:

· Develop a strong working knowledge of the Company’s structure and accounting software systems to ensure integrity of transactions and data.

· Supervise and mentor staff in the Financial Services group. Will have both an active and supervisory role in all areas of operation including:

· Review of operating account disbursements;

· Review and preparation of general ledger postings and reconciliations;

· General ledger maintenance; · Vendor maintenance;

· Review periodic expense reporting for property managers; and

· Coordination and review of financial statements for families, foundations and other operating entities.

· Ensure outstanding customer service is provided by the team to both internal and external customers.

· Work collaboratively across departments to help achieve company objectives.

· Serve as a liaison to family members who receive financial services.

· Assist in the development and oversee creation of financial reporting and budgeting.

· Coordinate and assist in tax reporting with the Tax Department, including Form 1099, fixed asset depreciation, software capitalization, and sales and use tax reporting.

· Manage corporate credit card programs.

· Contribute to process improvements and efficiency initiatives within the Financial Services accounting group.

· Develop and review existing policies and procedures to ensure that they are up to date and reflect the current entity structure.

· Assist Vice President of Finance and Controller with additional projects and duties as assigned.

Bachelor's Degree in Accounting or Finance with minimum 2 years supervising a team. CPA with a minimum of 5 years experience in a combo of public accounting and industry.

Salary plus bonus up to 10%