Active CPA license in California or JD/active law license required
10+ years of progressive experience in partnership tax compliance and consulting
Bachelor's degree in Accounting
Proficient in US GAAP and partnership taxation, particularly Sub-chapter K
Exceptional client service and communication skills
Strong leadership and mentoring abilities
Ability to manage multiple engagements in a fast-paced environment
Responsibilities
Lead the review of complex tax returns and provide consulting services for partnership clients
Evaluate tax aspects of partnership agreements and manage IRC 704b accounts
Attract, mentor, and develop talented professionals within the team
Oversee client engagements, ensuring innovative tax planning and compliance
Develop and maintain relationships with existing and new clients
Research and consult on various tax matters, utilizing tax software
Respond to inquiries from the IRS and other tax authorities
Support business development activities, including proposal development
Benefits
Hybrid work model (3 days in office)
Opportunity for professional development and mentorship
Engagement in diverse industries and complex tax projects
Collaborative team environment
Potential for annual bonuses
Full Job Description
Position Title: Partnership Taxation Director (Confidential Client) Location: Bellevue, WA | Hybrid (3 days per week in office) Employment Type: Permanent Compensation
Salary: $197,800 - $247,250 per year. Placement within the pay range is at the client's discretion and is based on multiple factors, including job-related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity.
Bonus: Annual bonus
Position Summary
As the Partnership Tax Director, you will lead the team's production of primary and secondary reviews of complex tax returns and provide tax consulting services for your partnership clients. 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. Primary Functions
Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts
Attract and mentor talented professionals
Oversee the efforts of 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
Develop and maintain new business and client relationships, both with existing clients and new clients
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
Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients
Other duties as assigned
Must-Haves
Active CPA license in California or JD/active law license required
10 plus years of progressive experience in partnership tax compliance and consulting (minimum ten years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience)
Bachelor's degree in Accounting
Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation
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
Can travel as needed
Preferred Qualifications
Experience with partnership structuring, entity formation and mergers & acquisitions
Relocation: not available. Sponsorship: not available.
