SF Bay Area Salary Range: $95,000 - $120,000 DOE; Offered compensation will be adjusted based on the cost of living and market rate in the candidate's area of residence.
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 at our firm will . . .
• Ideally, spend 70%-80% of their time working on Sec. 42 Low Income Housing Tax Credit (LIHTC) compliance projects (remaining time working on traditional work). Candidate may be asked to help prepare traditional tax returns during peak tax season, as necessary;
• Prepare federal, state, and local tax documents; have a solid understanding of partnership taxation;
• 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 LvHJ junior staff and offshore preparers; and
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
The Tax Supervisor role at our firm will . .
• Ideally, spend 70%-80% of their time working on Sec. 42 Low Income Housing Tax Credit (LIHTC) compliance projects (remaining time working on traditional work). Candidate may be asked to assist with preparing and reviewing traditional tax returns during peak tax season, as necessary;
• Prepare and review federal, state, and local tax documents prepared by staff and our offshore preparers; solid understanding of partnership taxation and LIHTC;
• Conduct research on new or complex tax issues involving affordable housing, partnership taxation, real estate, nonprofit organizations, and prepare corresponding memorandums to support conclusions;
• 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;
• Guide, train, and develop LvHJ staff and offshore preparers; assist with annual tax training; and
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
This tax candidate should have. . .
• At least three (3) years of tax experience in public accounting;
• While not required, the ideal candidate will have solid LIHTC and traditional tax experience. Preference will be given to candidates with prior experience in traditional tax work, including high net worth individuals, trusts, corporations, etc.
• For LIHTC, the candidate should be familiar 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. The candidate should also have solid experience working with large nonprofit developer returns (Form 990).
• A Bachelor's Degree in Accounting or related; a current CPA license is preferred but not required; Master's Degree in Taxation a BIG PLUS;
• 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; and
• Ability to successfully manage multiple engagements and time constraints.
COMPETITIVE BENEFITS: FOR YOUR NEEDS TODAY & FOR YOUR FUTURE
LvHJ offers highly competitive benefits to meet your needs. We advocate for preventative health and work-life balance and ensure our team has appropriate support.
FOR YOUR WELLBEING
• Flexible work, including our 100% remote business model
• Paid Time Off
• Time off for major holidays
• Company-paid, long-term disability
• Employee Assistance Program (EAP)
FOR YOUR HEALTH
• Medical, dental and vision insurance (PPO and HMO) (100% paid for employees)
• Pre-tax health care reimbursement program
FOR YOUR FUTURE
• 401(k) - 3% annual compensation contribution; Employer matching, Profit-sharing plan
• Annual salary reviews
• Regular performance feedback
• Education and CPA license reimbursement
• Regular technical training; CPA license hours
OTHER BENEFITS
• Referral commission for new business
• Referral commission for experienced professional hire referrals
* LvHJ will consider qualified applicants, including those with criminal histories, in a manner consistent with San Francisco's Fair Chance Ordinance.
